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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
Abound Wealth Management
Tennessee
$1.01K – – –
AW
727
Avion Wealth
Texas
$1K -$35.6K -450 -97%
Lazard Asset Management
728
Lazard Asset Management
New York
$1K +$1.82K +23 New
Kayne Anderson Rudnick Investment Management
729
Kayne Anderson Rudnick Investment Management
California
$774 – – –
CAM
730
Creekmur Asset Management
Illinois
$619 – – –
RTC
731
Riverview Trust Company
Washington
$619 +$633 +8 New
CA
732
Claris Advisors
Missouri
$542 +$554 +7 New
HPC
733
HM Payson & Co
Maine
$542 +$554 +7 New
VWA
734
Valued Wealth Advisors
Utah
$465 – – –
KFI
735
Key Financial Inc
Pennsylvania
$464 +$474 +6 New
NL
736
NVWM LLC
Pennsylvania
$387 – – –
WTC
737
WhitTier Trust Company
Nevada
$232 – – –
MFG
738
Mendota Financial Group
Wisconsin
$78 +$79 +1 New
SWA
739
SOA Wealth Advisors
New York
$77 – – –
WA
740
WestEnd Advisors
North Carolina
$77 – – –
DWM
741
Dogwood Wealth Management
Kansas
$1 – – –
ACL
742
Azora Capital LP
Florida
– -$17.3M -236,063 Closed
CIM
743
Confluence Investment Management
Missouri
– -$10.8M -147,804 Closed
TW
744
Trajan Wealth
Arizona
– -$8.89M -121,235 Closed
Rockefeller Capital Management
745
Rockefeller Capital Management
New York
– -$3.47M -47,253 Closed
MC
746
Maverick Capital
Texas
– -$3.2M -43,607 Closed
APG Asset Management
747
APG Asset Management
Netherlands
– -$1.26M -18,387 Closed
BFA
748
Buttonwood Financial Advisors
Maryland
– -$1.21M -16,470 Closed
RIA
749
Realta Investment Advisors
Delaware
– -$1.11M -15,112 Closed
BPA
750
Beacon Pointe Advisors
California
– -$1.03M -14,012 Closed