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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
626
Kelleher Financial Advisors
New York
$420K +$283K +1,075 +253%
SSA
627
Shepherd Street Advisors
California
$419K
SWA
628
SFMG Wealth Advisors
Texas
$416K +$1.58K +6 +0.4%
CBA
629
Coastal Bridge Advisors
Connecticut
$416K +$263 +1 +0.1%
SC
630
Syon Capital
California
$412K -$31.3K -119 -7%
MHIC
631
Marble Harbor Investment Counsel
Massachusetts
$410K +$7.36K +28 +2%
RWM
632
Ritholtz Wealth Management
New York
$410K -$33.6K -128 -8%
CI
633
CX Institutional
Indiana
$407K +$53.6K +204 +16%
BPWM
634
BCS Private Wealth Management
New Jersey
$407K -$15.8K -60 -4%
ERIC
635
Eagle Rock Investment Company
Georgia
$406K
PA
636
Procyon Advisors
Connecticut
$406K -$15.2K -58 -4%
LFG
637
Larson Financial Group
Missouri
$404K +$20K +76 +6%
WHG
638
Westwood Holdings Group
Texas
$404K +$379K +1,443 New
HC
639
Hara Capital
Washington
$400K
CAM
640
Cresset Asset Management
Illinois
$396K -$236K -896 -39%
IIL
641
Insight Inv LLC
California
$395K -$656K -2,494 -64%
FCM
642
Fieldview Capital Management
Michigan
$394K +$370K +1,407 New
CW
643
CreativeOne Wealth
Kansas
$393K +$17.6K +67 +5%
MWM
644
Modera Wealth Management
New Jersey
$388K -$7.89K -30 -2%
TG
645
TCW Group
California
$388K
HI
646
Horizon Investments
North Carolina
$387K +$3.42K +13 +0.9%
MAWA
647
Moss Adams Wealth Advisors
Washington
$385K +$3.15K +12 +0.9%
EFM
648
E Fund Management
China
$385K -$16K -61 -4%
Los Angeles Capital Management
649
Los Angeles Capital Management
California
$385K +$259K +986 +253%
FAM
650
Formidable Asset Management
Ohio
$382K +$54.7K +208 +17%