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Name Holding Trade Value Shares
Change
Change in
Stake
GFA
1126
Gifford Fong Associates
California
$6.65M – – –
JWCA
1127
J.W. Cole Advisors
Florida
$6.64M +$1.08M +1,961 +20%
ClearBridge Investments
1128
ClearBridge Investments
New York
$6.63M -$385K -696 -6%
SGA
1129
Strategic Global Advisors
California
$6.63M +$367K +663 +6%
DWM
1130
Diversify Wealth Management
Utah
$6.61M +$374K +677 +6%
MPWS
1131
McCarter Private Wealth Services
Massachusetts
$6.61M -$519K -939 -7%
VIP
1132
Vista Investment Partners
Oklahoma
$6.58M -$28.2K -51 -0.4%
CB
1133
Cadence Bank
Mississippi
$6.58M +$15.5K +28 +0.2%
AC
1134
AlpenGlobal Capital
California
$6.58M +$61.4K +111 +1%
CWP
1135
Cyndeo Wealth Partners
Florida
$6.57M +$396K +716 +7%
SEEDPG
1136
S.E.E.D. Planning Group
New York
$6.56M -$60.3K -109 -0.9%
YAM
1137
Yacktman Asset Management
Texas
$6.56M +$299K +540 +5%
CAM
1138
Carret Asset Management
New York
$6.53M -$277K -500 -4%
SAM
1139
Silvercrest Asset Management
New York
$6.51M +$53.6K +97 +0.8%
KM
1140
KP Management
Minnesota
$6.46M – – –
MG
1141
Mather Group
Illinois
$6.46M -$153K -277 -2%
AAMA
1142
Advanced Asset Management Advisors
Ohio
$6.43M – – –
TFS
1143
Thoroughbred Financial Services
Tennessee
$6.42M -$864K -1,563 -12%
BI
1144
Berkeley Inc
Idaho
$6.42M -$21.6K -39 -0.3%
PA
1145
Profund Advisors
Maryland
$6.41M -$125K -226 -2%
WPC
1146
Wedmont Private Capital
Pennsylvania
$6.39M +$289K +522 +5%
RWA
1147
River Wealth Advisors
Pennsylvania
$6.37M -$43.1K -78 -0.7%
SF
1148
Summit Financial
New Jersey
$6.34M +$748K +1,352 +14%
KAM
1149
Karani Asset Management
New York
$6.34M +$771K +1,394 +14%
GIA
1150
Gladstone Institutional Advisory
Florida
$6.34M +$278K +502 +5%