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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
626
RPG Investment Advisory
California
$3.6M +$107K +1,234 +2%
GCA
627
Greenwood Capital Associates
South Carolina
$3.58M +$4.37M +50,322 +5,797%
CA
628
Cullinan Associates
Kentucky
$3.57M -$499K -5,757 -10%
GWM
629
Geneos Wealth Management
Colorado
$3.57M +$947K +10,912 +28%
BF
630
BOK Financial
Oklahoma
$3.57M -$2.3M -26,508 -34%
NMIMC
631
Northwestern Mutual Investment Management Company
Wisconsin
$3.54M +$38K +438 +0.9%
FG
632
Formula Growth
Quebec, Canada
$3.53M -$2.56M -29,500 -37%
KIG
633
Kessler Investment Group
Indiana
$3.52M +$427K +4,919 +11%
OPS
634
Orion Portfolio Solutions
Nebraska
$3.51M +$456K +5,252 +12%
ZAM
635
Zevin Asset Management
Massachusetts
$3.51M +$1.61M +18,562 +58%
TA
636
TruWealth Advisors
Louisiana
$3.51M +$414K +4,776 +11%
FTB
637
First Trust Bank
Bahamas
$3.5M – – –
MWM
638
Madison Wealth Management
Ohio
$3.48M -$45.9K -529 -1%
TCOV
639
Trust Company of Vermont
Vermont
$3.48M -$905K -10,428 -17%
CWP
640
CFM Wealth Partners
Texas
$3.47M -$116K -1,332 -3%
BRWA
641
B. Riley Wealth Advisors
Florida
$3.46M -$479K -5,516 -10%
EOJOAM
642
E. Ohman J:or Asset Management
Sweden
$3.46M -$147K -1,700 -3%
BPA
643
Beacon Pointe Advisors
California
$3.44M -$4.25M -49,007 -50%
BDAM
644
Blue Door Asset Management
Connecticut
$3.38M -$3.21M -37,000 -43%
V
645
Veritable
Delaware
$3.38M -$47.3K -545 -1%
CFG
646
Citizens Financial Group
Rhode Island
$3.35M -$254K -2,926 -6%
ARMC
647
American Research & Management Company
Massachusetts
$3.34M +$250K +2,883 +6%
FT
648
Fiduciary Trust
Massachusetts
$3.34M -$1.43M -16,449 -26%
MIA
649
MainStreet Investment Advisors
Illinois
$3.34M -$29.8K -344 -0.7%
RSC
650
Red Spruce Capital
Pennsylvania
$3.33M +$35.6K +410 +0.9%