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New York Times

Name Holding Trade Value Shares
Change
Change in
Stake
DnB Asset Management
326
DnB Asset Management
Norway
$617K +$557K +7,366 New
WA
327
Waverly Advisors
Alabama
$615K +$150K +1,982 +37%
US Bancorp
328
US Bancorp
Minnesota
$612K -$25.3K -335 -4%
UCFA
329
United Capital Financial Advisors
Texas
$610K +$242K +3,197 +78%
ACS
330
Archford Capital Strategies
Illinois
$602K +$544K +7,188 New
AFWM
331
AMJ Financial Wealth Management
Virginia
$596K -$983 -13 -0.2%
JSW
332
Journey Strategic Wealth
New Jersey
$596K +$98.1K +1,297 +22%
NIA
333
NIA Impact Advisors
California
$595K -$1.3M -17,145 -71%
VT
334
Vise Technologies
New York
$590K
PWM
335
Perigon Wealth Management
California
$589K -$176K -2,323 -25%
JFG
336
Jefferies Financial Group
New York
$584K +$528K +6,980 New
DOA
337
D'Orazio & Associates
Virginia
$574K +$36.5K +482 +8%
AAP
338
Arax Advisory Partners
Colorado
$567K +$512K +6,774 New
CCA
339
Childress Capital Advisors
Texas
$567K +$230K +3,044 +82%
LCS
340
Levin Capital Strategies
New York
$562K
SPIA
341
Steward Partners Investment Advisory
New York
$561K +$440K +5,820 +662%
PCP
342
Perbak Capital Partners
United Kingdom
$561K +$507K +6,698 New
MWM
343
Mission Wealth Management
California
$558K +$18.2K +241 +4%
KAS
344
Kestra Advisory Services
Texas
$556K +$19.9K +263 +4%
GPA
345
Guerra Pan Advisors
New Jersey
$555K
BAAM
346
Baker Avenue Asset Management
California
$552K +$499K +6,593 New
ASN
347
Advisory Services Network
Georgia
$547K +$25.3K +334 +5%
LSA
348
Leonteq Securities AG
Switzerland
$546K +$494K +6,525 New
ProShare Advisors
349
ProShare Advisors
Maryland
$543K +$76 +1 +0%
AA
350
Apriem Advisors
California
$542K