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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1026
Capital Investment Advisors
Georgia
$556K -$12.6K -170 -2%
MLA
1027
My Legacy Advisors
Oregon
$552K +$90.1K +1,220 +22%
Fayez Sarofim & Co
1028
Fayez Sarofim & Co
Texas
$550K
SIM
1029
Sentry Investment Management
Wisconsin
$547K +$490K +6,630 New
RFP
1030
Root Financial Partners
California
$543K +$1.48K +20 +0.3%
NFP
1031
Narus Financial Partners
Utah
$543K
ACA
1032
Affinity Capital Advisors
California
$540K
JAG
1033
Journey Advisory Group
Kentucky
$536K +$51.7K +700 +12%
ERWM
1034
Elk River Wealth Management
Colorado
$535K
TWA
1035
Tandem Wealth Advisors
Arizona
$535K
PVI
1036
Pine Valley Investments
New Jersey
$535K +$739 +10 +0.2%
GTAM
1037
Global Trust Asset Management
Florida
$533K -$73.9K -1,000 -13%
SPC
1038
Sigma Planning Corp
Michigan
$532K +$174K +2,360 +58%
APA
1039
Astoria Portfolio Advisors
New York
$529K +$19.9K +270 +4%
JFG
1040
Jefferies Financial Group
New York
$524K +$470K +6,360 New
GA
1041
Geller Advisors
New York
$522K +$6.65K +90 +1%
TA
1042
TKG Advisors
Indiana
$517K -$258K -3,490 -36%
CWP
1043
Cyndeo Wealth Partners
Florida
$514K +$461K +6,240 New
TNBTD
1044
Trustmark National Bank Trust Department
Mississippi
$514K +$157K +2,120 +52%
CIA
1045
Choate Investment Advisors
Massachusetts
$508K -$5.17K -70 -1%
CT
1046
ClearAlpha Technologies
Connecticut
$508K +$455K +6,160 New
LIP
1047
Lighthouse Investment Partners
Florida
$508K +$455K +6,160 New
MAM
1048
MWA Asset Management
Massachusetts
$506K -$5.17K -70 -1%
BAAM
1049
Baker Avenue Asset Management
California
$505K +$232K +3,140 +105%
PIA
1050
Perennial Investment Advisors
California
$501K +$41.4K +560 +10%