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Name Holding Trade Value Shares
Change
Change in
Stake
WDA
1001
Wendell David Associates
New Hampshire
$6.38M -$6.44K -50 -0.1%
EIA
1002
Edgemoor Investment Advisors
Maryland
$6.37M -$89.3K -693 -1%
1832 Asset Management
1003
1832 Asset Management
Ontario, Canada
$6.36M +$161K +1,247 +2%
PCS
1004
Personal CFO Solutions
New Jersey
$6.35M +$188K +1,462 +3%
SAM
1005
Simplify Asset Management
Nevada
$6.35M +$469K +3,639 +8%
AWCI
1006
Alpine Woods Capital Investors
New York
$6.35M +$1.28M +9,927 +24%
TI
1007
tru Independence
Oregon
$6.33M -$59K -458 -0.9%
MHS
1008
M Holdings Securities
Oregon
$6.3M +$4.62M +35,877 +242%
WANY
1009
Wealthspire Advisors (New York)
New York
$6.29M +$195K +1,512 +3%
HCM
1010
Howland Capital Management
Massachusetts
$6.29M -$14.3K -111 -0.2%
SFG
1011
SevenBridge Financial Group
Pennsylvania
$6.27M +$100K +779 +1%
FFA
1012
Fragasso Financial Advisors
Pennsylvania
$6.27M -$408K -3,164 -6%
ERIC
1013
Eagle Rock Investment Company
Georgia
$6.26M -$397K -3,083 -6%
PD
1014
Point72 (DIFC)
United Arab Emirates
$6.26M -$9.52M -73,897 -59%
BBA
1015
BLB&B Advisors
Pennsylvania
$6.26M +$59.4K +461 +0.9%
SP
1016
Stablepoint Partners
Massachusetts
$6.25M -$150K -1,166 -2%
OGC
1017
Oak Grove Capital
New Hampshire
$6.22M +$250K +1,944 +4%
BSC
1018
Brown Shipley & Co
United Kingdom
$6.22M -$962K -7,468 -13%
PIM
1019
Plato Investment Management
Australia
$6.21M +$362K +2,811 +6%
RWM
1020
Ritholtz Wealth Management
New York
$6.2M +$126K +978 +2%
VAS
1021
Vestmark Advisory Solutions
Massachusetts
$6.2M +$197K +1,532 +3%
CF
1022
CNA Financial
Illinois
$6.19M -$7.73M -60,000 -55%
LC
1023
Loews Corp
New York
$6.19M -$7.73M -60,000 -55%
SWM
1024
Spire Wealth Management
Virginia
$6.19M -$416K -3,231 -6%
KWA
1025
Kingswood Wealth Advisors
California
$6.18M +$1.57M +12,188 +32%