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Name Holding Trade Value Shares
Change
Change in
Stake
S
601
Sunpointe
Missouri
$480K +$1.37K +13 +0.3%
I
602
InceptionR
California
$477K +$517K +4,902 New
GVAG
603
Great Valley Advisor Group
Delaware
$475K -$4.34M -41,183 -89%
BWP
604
BSW Wealth Partners
Colorado
$465K +$11.4K +108 +2%
CAM
605
Close Asset Management
United Kingdom
$461K
HAIM
606
Hunter Associates Investment Management
Pennsylvania
$460K
SQA
607
Simon Quick Advisors
New Jersey
$455K +$98.3K +932 +25%
TPW
608
Turn8 Private Wealth
$454K +$37.7K +357 +8%
OAM
609
Oxford Asset Management
United Kingdom
$452K +$230K +2,181 +89%
IAA
610
Independent Advisor Alliance
North Carolina
$446K -$211K -2,003 -30%
JCIA
611
Jackson Creek Investment Advisors
Colorado
$440K -$2.85K -27 -0.6%
CFG
612
Citizens Financial Group
Rhode Island
$432K +$27.3K +259 +6%
Lazard Asset Management
613
Lazard Asset Management
New York
$430K -$116K -1,098 -20%
BBNB
614
Baker Boyer National Bank
Washington
$429K
SBIA
615
Sheaff Brock Investment Advisors
Indiana
$428K
BBHC
616
Brown Brothers Harriman & Co
New York
$428K -$102K -969 -18%
P
617
Pitcairn
Pennsylvania
$425K +$46.1K +437 +11%
CIBC World Market
618
CIBC World Market
Ontario, Canada
$423K -$87.4K -829 -16%
OFW
619
Omnia Family Wealth
Florida
$418K +$31.1K +295 +7%
RBWA
620
RFG - Bristol Wealth Advisors
Massachusetts
$417K +$1.37K +13 +0.3%
MG
621
Mather Group
Illinois
$411K -$6.01K -57 -1%
GWM
622
GDS Wealth Management
Texas
$409K +$11K +104 +3%
MWM
623
Meridian Wealth Management
Kentucky
$409K +$42.9K +407 +11%
ACA
624
Aptus Capital Advisors
Alabama
$409K -$82.4K -781 -16%
GSC
625
Ground Swell Capital
South Carolina
$406K +$440K +4,170 New