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Name Holding Trade Value Shares
Change
Change in
Stake
Diversified Trust
601
Diversified Trust
Tennessee
$1.44M -$143K -583 -10%
BWP
602
BSW Wealth Partners
Colorado
$1.43M +$53K +216 +4%
Davenport & Co
603
Davenport & Co
Virginia
$1.4M +$268K +1,093 +26%
AF
604
Advisornet Financial
Minnesota
$1.4M +$52.8K +215 +4%
LIM
605
Leavell Investment Management
Alabama
$1.39M -$22.8K -93 -2%
Twin Tree Management
606
Twin Tree Management
Texas
$1.37M -$5.31M -21,618 -81%
LWAM
607
Legacy Wealth Asset Management
Minnesota
$1.37M +$1.27M +5,185 New
Stratos Wealth Partners
608
Stratos Wealth Partners
Ohio
$1.36M +$51.8K +211 +4%
TC
609
TownSquare Capital
Utah
$1.35M +$146K +595 +13%
DC
610
DeDora Capital
California
$1.33M +$12.3K +50 +1%
AFA
611
Abacus FCF Advisors
Florida
$1.31M -$114K -465 -8%
Birch Hill Investment Advisors
612
Birch Hill Investment Advisors
Massachusetts
$1.3M -$8.1K -33 -0.7%
SP
613
Symmetry Partners
Connecticut
$1.29M +$345K +1,407 +40%
CFA
614
CWS Financial Advisors
Michigan
$1.29M -$3.68K -15 -0.3%
BWM
615
Buckley Wealth Management
Nevada
$1.29M +$11.5K +47 +1%
Assenagon Asset Management
616
Assenagon Asset Management
Luxembourg
$1.29M +$305K +1,243 +34%
CPWA
617
Cerro Pacific Wealth Advisors
California
$1.28M +$1.19M +4,846 New
UAS
618
United Asset Strategies
New York
$1.27M +$1.19M +4,832 New
CG
619
Castellan Group
Kentucky
$1.26M +$1.18M +4,800 New
WCM
620
Whitener Capital Management
North Carolina
$1.25M – – –
Kestra Advisory Services
621
Kestra Advisory Services
Texas
$1.24M +$1.13M +4,596 +3,064%
APA
622
American Portfolios Advisors
New York
$1.24M -$72.2K -294 -6%
PP
623
Patten & Patten
Tennessee
$1.23M – – –
APWM
624
Atlas Private Wealth Management
New York
$1.23M -$103K -421 -8%
Jensen Investment Management
625
Jensen Investment Management
Oregon
$1.21M -$842K -3,430 -43%