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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1501
IFC Advisors
California
$897K -$1.19K -6 -0.2%
FPAS
1502
Focus Partners Advisor Solutions
Missouri
$896K +$590K +2,970 New
SSCA
1503
South Shore Capital Advisors
Massachusetts
$889K -$12.3K -62 -2%
FIA
1504
Foundations Investment Advisors
Arizona
$884K +$43.9K +221 +8%
TSW
1505
Three Seasons Wealth
Utah
$884K -$524K -2,641 -47%
FAN
1506
Financial Advisors Network
California
$883K -$50K -252 -8%
CAM
1507
Cidel Asset Management
Ontario, Canada
$882K -$75K -378 -11%
GSIS
1508
Global Strategic Investment Solutions
Arizona
$881K -$17.7K -89 -3%
Fayez Sarofim & Co
1509
Fayez Sarofim & Co
Texas
$881K – – –
SOAM
1510
SBI Okasan Asset Management
Japan
$880K +$306K +1,541 +95%
ZI
1511
ZEGA Investments
Florida
$873K -$710K -3,575 -55%
MGWM
1512
Marks Group Wealth Management
Minnesota
$873K +$575K +2,895 New
CBUSF
1513
Construction & Building Unions Superannuation Fund
Australia
$872K +$574K +2,890 New
HCM
1514
Howland Capital Management
Massachusetts
$869K +$199 +1 +0%
SCTC
1515
Sanibel Captiva Trust Company
Florida
$869K +$159K +800 +38%
DF
1516
Dunhill Financial
United Kingdom
$869K -$397 -2 -0.1%
EWS
1517
Evergreen Wealth Solutions
Pennsylvania
$867K -$80.8K -407 -9%
SCM
1518
Schnieders Capital Management
California
$867K +$203K +1,023 +55%
VFA
1519
Values First Advisors
Tennessee
$865K +$3.57K +18 +0.6%
SQA
1520
Simon Quick Advisors
New Jersey
$863K +$48K +242 +9%
PF
1521
Prota Financial
Texas
$863K -$252K -1,267 -28%
MYLI
1522
Meiji Yasuda Life Insurance
Japan
$863K -$337K -1,700 -37%
AI
1523
AdvisorShares Investments
Maryland
$863K -$199K -1,000 -26%
SWM
1524
Segment Wealth Management
Texas
$863K – – –
SSC
1525
Syverson Strege & Co
Iowa
$856K -$32.6K -164 -5%