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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
501
Raymond James Trust
Florida
$1.09M -$4.74K -43 -0.4%
CJ
502
Caitlin John
Michigan
$1.09M -$222K -2,015 -16%
BCWM
503
Bartlett & Co Wealth Management
Ohio
$1.09M -$8.49K -77 -0.7%
ZF
504
Zega Financial
Florida
$1.08M +$1.16M +10,536 New
Focus Partners Wealth
505
Focus Partners Wealth
Massachusetts
$1.07M +$619K +5,612 +117%
JA
506
JLB & Associates
Michigan
$1.07M +$654K +5,930 +134%
ODA
507
One Degree Advisors
California
$1.07M
FFM
508
Forum Financial Management
Illinois
$1.07M +$468K +4,244 +69%
AAIS
509
ABN AMRO Investment Solutions
$1.06M +$890K +8,077 +370%
IP
510
Intellectus Partners
California
$1.05M -$12.8K -116 -1%
FAIM
511
Financial Advocates Investment Management
Washington
$1.05M -$37.3K -338 -3%
BPA
512
Beacon Pointe Advisors
California
$1.03M +$4.63K +42 +0.4%
DWM
513
Dakota Wealth Management
Florida
$1.03M -$3.42K -31 -0.3%
VI
514
Versor Investments
New York
$1.03M +$419K +3,800 +61%
SDWMA
515
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.02M -$6.39K -58 -0.6%
P
516
&Partners
Tennessee
$1.02M +$714K +6,478 +190%
NB
517
NBT Bank
New York
$1.01M +$1.08M +9,812 New
FT
518
Fiduciary Trust
Massachusetts
$1M -$59.5K -540 -5%
LCM
519
Laurion Capital Management
New York
$1M +$1.07M +9,742 New
CAS
520
CTC Alternative Strategies
Illinois
$999K +$1.07M +9,704 New
CICI
521
Capital Investment Counsel Inc
North Carolina
$996K +$99.2K +900 +10%
UFF
522
USA Financial Formulas
Michigan
$984K -$1.11M -10,025 -51%
JCIA
523
Jackson Creek Investment Advisors
Colorado
$967K -$151K -1,372 -13%
FFA
524
Farther Finance Advisors
California
$967K +$171K +1,553 +20%
EWM
525
Empirical Wealth Management
Washington
$958K -$77.6K -704 -7%