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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
476
Steward Partners Investment Advisory
New York
$1.36M -$1.22M -2,155 -46%
FRM
477
Fox Run Management
Connecticut
$1.36M -$878K -1,557 -38%
KJHP
478
K.J. Harrison & Partners
Ontario, Canada
$1.34M -$1.69M -3,000 -55%
FPAS
479
Focus Partners Advisor Solutions
Missouri
$1.34M +$526K +932 +60%
CWM
480
Cabot Wealth Management
Massachusetts
$1.34M -$109K -194 -7%
MCC
481
Malaga Cove Capital
California
$1.31M +$44.5K +79 +3%
AWM
482
Accurate Wealth Management
Florida
$1.31M +$1.37M +2,434 New
DWM
483
Diversify Wealth Management
Utah
$1.29M +$423K +750 +53%
OAM
484
Ostrum Asset Management
France
$1.28M +$315K +558 +31%
SOAM
485
SBI Okasan Asset Management
Japan
$1.28M – – –
DWM
486
Dynasty Wealth Management
Florida
$1.27M +$17.5K +31 +1%
NMIMC
487
Northwestern Mutual Investment Management Company
Wisconsin
$1.27M -$27.6K -49 -2%
CG
488
Caprock Group
Idaho
$1.27M -$286K -508 -18%
WWM
489
Waterway Wealth Management
Texas
$1.25M +$1.31M +2,321 New
NW
490
NewEdge Wealth
Pennsylvania
$1.24M -$815K -1,445 -38%
AssetMark Inc
491
AssetMark Inc
California
$1.24M +$45.1K +80 +4%
MT
492
Midwest Trust
Kansas
$1.23M -$74.4K -132 -5%
TCA
493
Transcend Capital Advisors
New Jersey
$1.22M +$371K +658 +41%
LNWTC
494
Laird Norton Wetherby Trust Company
Washington
$1.21M -$81.2K -144 -6%
BCM
495
Boreal Capital Management
Florida
$1.2M +$205K +363 +19%
Cambridge Investment Research Advisors
496
Cambridge Investment Research Advisors
Iowa
$1.16M -$143K -254 -11%
EWA
497
EP Wealth Advisors
California
$1.16M +$54.7K +97 +5%
KeyBank National Association
498
KeyBank National Association
Ohio
$1.16M +$60.3K +107 +5%
CW
499
CreativeOne Wealth
Kansas
$1.15M +$5.64K +10 +0.5%
LC
500
Lincoln Capital
Nebraska
$1.14M -$217K -384 -15%