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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1026
Royce & Associates
New York
$562K
AA
1027
Apriem Advisors
California
$561K -$5.72K -65 -1%
CIM
1028
Confluence Investment Management
Missouri
$560K -$55.5K -630 -9%
AFNAS
1029
American Financial Network Advisory Services
California
$557K +$550K +6,251 +7,103%
OC
1030
Oarsman Capital
Wisconsin
$556K +$557K +6,330 New
TCM
1031
Traynor Capital Management
Pennsylvania
$548K +$275K +3,126 +100%
RWA
1032
Ropes Wealth Advisors
Massachusetts
$546K
Rockefeller Capital Management
1033
Rockefeller Capital Management
New York
$545K +$349K +3,959 +177%
TFA
1034
Toth Financial Advisory
Virginia
$544K +$528K +5,995 +3,059%
NL
1035
NWAM LLC
Washington
$544K +$545K +6,188 New
B
1036
Bailard
California
$544K +$545K +6,192 New
MRCM
1037
M&R Capital Management
New Jersey
$542K
MA
1038
Montag & Associates
Georgia
$535K +$10.3K +117 +2%
AWM
1039
Altium Wealth Management
New York
$533K +$30.2K +343 +6%
CIA
1040
Capital Investment Advisors
Georgia
$529K +$4.05K +46 +0.8%
SM
1041
Southport Management
Wyoming
$527K -$572K -6,500 -52%
EDRIA
1042
Edmonds Duncan Registered Investment Advisors
Kansas
$526K
SKK
1043
Shepherd Kaplan Krochuk
Massachusetts
$524K
KWMG
1044
King Wealth Management Group
Florida
$523K -$8.81K -100 -2%
ADL
1045
Asset Dedication LLC
California
$517K +$51.6K +586 +11%
DWT
1046
Dorsey & Whitney Trust
South Dakota
$517K +$288K +3,274 +125%
AFP
1047
Ausdal Financial Partners
Iowa
$515K -$70.6K -802 -12%
YWP
1048
YorkBridge Wealth Partners
New York
$513K +$50.3K +571 +11%
PG
1049
Patten Group
Tennessee
$510K -$28.7K -326 -5%
HB
1050
Homrich & Berg
Georgia
$509K -$36.3K -412 -7%