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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
601
Canvas Wealth Advisors
Kansas
$631K +$572K +11,522 New
Freestone Capital Holdings
602
Freestone Capital Holdings
Washington
$628K +$210K +4,231 +63%
GIM
603
Groesbeck Investment Management
New Jersey
$627K – – –
FA
604
FDx Advisors
Illinois
$626K -$148K -2,979 -21%
Caprock Group
605
Caprock Group
Idaho
$624K +$36.3K +732 +7%
Metis Global Partners
606
Metis Global Partners
California
$623K +$245K +4,942 +83%
NSIM
607
North Star Investment Management
Illinois
$620K -$3.57K -72 -0.7%
Wedbush Securities
608
Wedbush Securities
California
$616K -$389K -7,828 -42%
SB
609
Sunflower Bank
Texas
$612K -$25.5K -513 -5%
TIAA FSB
610
TIAA FSB
Florida
$609K -$22.4K -452 -4%
SOS
611
Silver Oak Securities
Tennessee
$607K +$491K +9,883 New
MFS
612
Mirabella Financial Services
United Kingdom
$606K +$525K +10,567 New
Wealthspire Advisors (New York)
613
Wealthspire Advisors (New York)
New York
$605K +$292K +5,878 +126%
RPWA
614
Regent Peak Wealth Advisors
Georgia
$599K +$1.69K +34 +0.3%
Gofen & Glossberg
615
Gofen & Glossberg
Illinois
$591K -$42.2K -850 -8%
RIM
616
Regent Investment Management
Kentucky
$591K -$9.93K -200 -2%
SCM
617
Spreng Capital Management
Ohio
$589K +$22.6K +455 +5%
LRPA
618
L. Roy Papp & Associates
Arizona
$583K – – –
Benjamin F. Edwards & Company
619
Benjamin F. Edwards & Company
Missouri
$582K +$2.18K +44 +0.4%
EI
620
Ellevest Inc
New York
$582K +$98.2K +1,979 +24%
AFG
621
Albion Financial Group
Utah
$574K – – –
LD
622
Lipe & Dalton
New York
$574K – – –
Capital Investment Advisors
623
Capital Investment Advisors
Georgia
$572K -$156K -3,151 -24%
Stock Yards Bank & Trust
624
Stock Yards Bank & Trust
Kentucky
$572K -$15K -303 -3%
Valeo Financial Advisors
625
Valeo Financial Advisors
Indiana
$568K +$155K +3,132 +46%