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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
476
Aptus Capital Advisors
Alabama
$579K +$149K +9,358 +35%
KCP
477
Kera Capital Partners
California
$578K +$47.1K +2,950 +9%
Rockefeller Capital Management
478
Rockefeller Capital Management
New York
$577K +$28.7K +1,795 +5%
BFG
479
Bleakley Financial Group
New Jersey
$574K +$30.1K +1,885 +6%
MI
480
Motiv8 Investments
Florida
$572K +$399 +25 +0.1%
CGPCS
481
Capital Group Private Client Services
California
$547K -$26K -1,627 -5%
VWM
482
Venturi Wealth Management
Texas
$544K +$20.7K +1,298 +4%
Lido Advisors
483
Lido Advisors
California
$539K +$251K +15,743 +84%
D.E. Shaw & Co
484
D.E. Shaw & Co
New York
$538K -$29.5M -1,848,990 -98%
WCP
485
Wick Capital Partners
Pennsylvania
$530K +$527K +33,009 New
IGAM
486
iA Global Asset Management
Quebec, Canada
$526K -$1.38M -86,257 -72%
GIA
487
Guyasuta Investment Advisors
Pennsylvania
$522K +$519K +32,500 New
TPCW
488
TD Private Client Wealth
New York
$522K -$8.67K -543 -2%
NWM
489
Northwest Wealth Management
Iowa
$519K +$202K +12,635 +64%
FFA
490
Fi3 Financial Advisors
Indiana
$510K +$275K +17,209 +119%
AWM
491
Axxcess Wealth Management
California
$509K +$222K +13,896 +78%
DSC
492
Daytona Street Capital
Missouri
$505K +$502K +31,430 New
CCWA
493
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$504K +$2.08K +130 +0.4%
JRPIM
494
Journey Retirement Planning & Investment Management
Idaho
$498K +$495K +30,999 New
SFI
495
Siemens Fonds Invest
Germany
$497K
SAM
496
Stenahm Asset Management
Guernsey
$497K
CWR
497
Chico Wealth RIA
California
$496K +$1.13K +71 +0.2%
PW
498
Potentia Wealth
California
$495K
4WM
499
44 Wealth Management
Oregon
$489K -$6.92K -433 -1%
DWM
500
Diversify Wealth Management
Utah
$484K -$29.1K -1,822 -6%