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Name Holding Trade Value Shares
Change
Change in
Stake
DI
576
Diligent Investors
California
$1.3M
IPW
577
Impact Partnership Wealth
Georgia
$1.3M -$85.4K -1,027 -6%
EFM
578
Eley Financial Management
Vermont
$1.29M +$6.74K +81 +0.5%
CIBC Private Wealth Group
579
CIBC Private Wealth Group
Georgia
$1.27M -$44.2K -532 -3%
AEPWM
580
Atlantic Edge Private Wealth Management
Florida
$1.26M +$2.58K +31 +0.2%
EWA
581
EP Wealth Advisors
California
$1.26M -$55.2K -664 -4%
ATC
582
Adirondack Trust Company
New York
$1.26M -$18.5K -222 -1%
JFL
583
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.26M -$143K -1,718 -10%
LAM
584
LECAP Asset Management
United Kingdom
$1.25M +$1.29M +15,561 New
AWA
585
Arete Wealth Advisors
Illinois
$1.25M +$137K +1,642 +11%
FFA
586
Farther Finance Advisors
California
$1.24M +$344K +4,133 +37%
TPA
587
Trivium Point Advisory
Connecticut
$1.24M -$86.6K -1,041 -6%
WT
588
Whittier Trust
California
$1.23M -$8.73K -105 -0.7%
CB
589
Community Bank
New York
$1.22M +$559K +6,725 +79%
TA
590
Tectonic Advisors
Texas
$1.22M +$63.6K +765 +5%
GFA
591
Gifford Fong Associates
California
$1.2M
DT
592
Diversified Trust
Tennessee
$1.2M -$1.15M -13,872 -48%
BPA
593
Beacon Pointe Advisors
California
$1.2M +$91.3K +1,098 +8%
PFM
594
Premier Fund Managers
United Kingdom
$1.2M -$49.9K -600 -4%
SFA
595
Sequoia Financial Advisors
Ohio
$1.2M +$1.08K +13 +0.1%
BHCM
596
Brevan Howard Capital Management
Jersey
$1.19M +$785K +9,435 +176%
PA
597
Parallel Advisors
California
$1.19M +$50.2K +604 +4%
WTC
598
WhitTier Trust Company
Nevada
$1.18M +$680K +8,179 +124%
GCP
599
GSA Capital Partners
United Kingdom
$1.18M +$705K +8,482 +136%
SC
600
Savant Capital
Illinois
$1.17M -$906K -10,891 -43%