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Name Holding Trade Value Shares
Change
Change in
Stake
BBVA
601
Banco Bilbao Vizcaya Argentaria
Spain
$636K -$126K -1,075 -18%
LFAS
602
Level Four Advisory Services
Texas
$636K +$53.3K +456 +10%
CFO
603
Callan Family Office
Pennsylvania
$635K +$357K +3,059 +166%
EWA
604
EP Wealth Advisors
California
$634K +$15.3K +131 +3%
GCM
605
GKV Capital Management
California
$628K -$152K -1,300 -21%
WPA
606
West Paces Advisors
Georgia
$628K +$372K +3,186 +192%
CIS
607
Capital International Sarl
California
$628K +$566K +4,847 New
CAMG
608
CWA Asset Management Group
Florida
$618K -$13K -111 -2%
CBOR
609
Community Bank of Raymore
Missouri
$615K -$31.6K -270 -5%
DFCM
610
Dark Forest Capital Management
Puerto Rico
$611K -$805K -6,887 -59%
AF
611
Apexium Financial
Texas
$606K +$1.52K +13 +0.3%
AWA
612
Arkadios Wealth Advisors
Georgia
$606K +$110K +938 +25%
IWC
613
Integrated Wealth Concepts
Massachusetts
$605K +$164K +1,405 +43%
SWA
614
Stratos Wealth Advisors
Ohio
$605K +$584 +5 +0.1%
BW
615
BIP Wealth
Georgia
$596K +$5.84K +50 +1%
EI
616
Ellevest Inc
New York
$594K +$536K +4,585 New
JCM
617
Jacobi Capital Management
Pennsylvania
$588K +$96.6K +827 +22%
WA1
618
Wimmer Associates 1
California
$588K -$27.5K -235 -5%
SA
619
Strategic Advisors
New York
$583K -$87.6K -750 -14%
CAM
620
Cidel Asset Management
Ontario, Canada
$583K +$68.1K +583 +15%
LOIM
621
Liberty One Investment Management
Illinois
$578K +$137K +1,171 +36%
PCA
622
Pallas Capital Advisors
Massachusetts
$571K +$515K +4,410 New
SFFS
623
Stonehage Fleming Financial Services
Jersey
$570K +$514K +4,400 New
SFI
624
Siemens Fonds Invest
Germany
$569K +$54K +462 +12%
Envestnet Portfolio Solutions
625
Envestnet Portfolio Solutions
Illinois
$567K -$17.9K -153 -3%