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Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
626
Blue Zone Wealth Advisors
California
$2.32M -$1.57K -5 -0.1%
LWAM
627
Legacy Wealth Asset Management
Minnesota
$2.32M -$194K -620 -8%
RGC
628
Roberts, Glore & Co
Illinois
$2.32M -$28.2K -90 -1%
PM
629
Phraction Management
Connecticut
$2.29M +$67.4K +215 +3%
SCA
630
Snowden Capital Advisors
New York
$2.27M +$840K +2,679 +63%
LFS
631
Legacy Financial Strategies
Kansas
$2.26M +$57.7K +184 +3%
BHPW
632
Beverly Hills Private Wealth
California
$2.25M +$2.16M +6,887 New
First Eagle Investment Management
633
First Eagle Investment Management
New York
$2.24M +$632K +2,017 +42%
QI
634
Qtron Investments
Massachusetts
$2.23M +$483K +1,541 +29%
PIM
635
Perpetual Investment Management
Australia
$2.23M
VIA
636
Vident Investment Advisory
Georgia
$2.23M -$3.33M -10,628 -61%
SWP
637
Stratos Wealth Partners
Ohio
$2.22M +$173K +552 +9%
CWM
638
Cordatus Wealth Management
Pennsylvania
$2.22M +$2.13M +6,811 New
SSA
639
Schonfeld Strategic Advisors
New York
$2.22M -$6.1M -19,471 -74%
TC
640
Telemus Capital
Michigan
$2.22M -$11.6K -37 -0.5%
CA
641
Cetera Advisors
Colorado
$2.22M +$1.14M +3,627 +114%
SS
642
Simplicity Solutions
Minnesota
$2.2M -$370K -1,182 -15%
HWM
643
HB Wealth Management
Georgia
$2.19M +$22.6K +72 +1%
PG
644
Patten Group
Tennessee
$2.19M -$12.2K -39 -0.6%
DCM
645
Dupont Capital Management
Delaware
$2.19M -$95K -303 -4%
BWP
646
BSW Wealth Partners
Colorado
$2.17M +$44.2K +141 +2%
DIA
647
Dean Investment Associates
Ohio
$2.17M -$19.4K -62 -0.9%
DT
648
Diversified Trust
Tennessee
$2.17M +$486K +1,551 +30%
PIA
649
Petredis Investment Advisors
Pennsylvania
$2.17M +$2.08M +6,638 New
AAM
650
Ascension Asset Management
New York
$2.16M -$56.4K -180 -3%