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Name Holding Trade Value Shares
Change
Change in
Stake
DLA
451
Douglas Lane & Associates
New York
$1.11M -$747K -7,033 -34%
CWM
452
Chemistry Wealth Management
New York
$1.1M -$9.45K -89 -0.7%
AI
453
Atria Investments
North Carolina
$1.1M -$208K -1,962 -13%
VT
454
Volterra Technologies
New York
$1.09M +$1.42M +13,419 New
National Bank of Canada
455
National Bank of Canada
Quebec, Canada
$1.08M +$129K +1,211 +10%
CCS
456
Concentric Capital Strategies
Connecticut
$1.06M -$11.3M -106,275 -89%
KRW
457
Kaufman Rossin Wealth
Florida
$1.06M +$3.4K +32 +0.2%
AAM
458
Advisors Asset Management
Colorado
$1.06M +$250K +2,354 +22%
SOADOR
459
State of Alaska Department of Revenue
Alaska
$1.04M +$1.36M +12,800 New
SW
460
SteelPeak Wealth
California
$1.03M +$454K +4,274 +50%
SF
461
Summit Financial
New Jersey
$1.02M -$2.68M -25,235 -67%
NW
462
NewEdge Wealth
Pennsylvania
$1.02M -$68.1K -641 -5%
STA
463
Summit Trail Advisors
New York
$1.01M -$99.2K -934 -7%
FFA
464
Farther Finance Advisors
California
$1M +$1.15M +10,791 +674%
HWM
465
HB Wealth Management
Georgia
$984K -$68.5K -645 -5%
SGAM
466
Smith Group Asset Management
Texas
$979K -$1.36M -12,780 -51%
IFWM
467
Institute for Wealth Management
Colorado
$971K
Truist Financial
468
Truist Financial
North Carolina
$969K -$2.52M -23,739 -67%
EWA
469
EverSource Wealth Advisors
Alabama
$955K +$123K +1,156 +11%
SCM
470
SCS Capital Management
Massachusetts
$950K -$531 -5 -0%
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$942K +$337K +3,171 +37%
FFA
472
Florida Financial Advisors
Florida
$932K +$226K +2,126 +23%
SC
473
Sepio Capital
Utah
$926K +$54.6K +514 +5%
JSAM
474
J. Safra Asset Management
New York
$918K +$744K +7,009 +162%
DWM
475
Dynasty Wealth Management
Florida
$917K -$27.1K -255 -2%