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Name Holding Trade Value Shares
Change
Change in
Stake
JSW
526
Journey Strategic Wealth
New Jersey
$578K +$205K +716 +60%
AWM
527
Axxcess Wealth Management
California
$578K -$479K -1,673 -47%
FAIM
528
Financial Advocates Investment Management
Washington
$577K -$901K -3,144 -62%
CIA
529
Choate Investment Advisors
Massachusetts
$577K -$4.3K -15 -0.8%
BP
530
BBR Partners
New York
$574K +$540K +1,886 New
RYIA
531
Roehl & Yi Investment Advisors
Oregon
$571K -$78.5K -274 -13%
RMDI
532
R.M. Davis Inc
Maine
$568K +$4.3K +15 +0.8%
DT
533
Diversified Trust
Tennessee
$568K +$29.8K +104 +6%
C
534
Certuity
Florida
$568K +$12.3K +43 +2%
FHA
535
First Horizon Advisors
Tennessee
$565K -$335K -1,168 -39%
SC
536
Savant Capital
Illinois
$563K +$98.3K +343 +23%
NHC
537
Nicholas Hoffman & Company
Georgia
$559K +$573 +2 +0.1%
KOCAA
538
Knights of Columbus Asset Advisors
Connecticut
$558K
Luther King Capital Management (LKCM)
539
Luther King Capital Management (LKCM)
Texas
$554K +$2.29K +8 +0.4%
FDP
540
Financiere des Professionnels
Quebec, Canada
$554K +$63.3K +221 +14%
KBC Group
541
KBC Group
Belgium
$554K -$158K -551 -23%
FWA
542
FSM Wealth Advisors
Ohio
$552K -$24.9K -87 -5%
AIM
543
Aigen Investment Management
New York
$551K +$520K +1,813 New
CWM
544
Circle Wealth Management
New Jersey
$548K -$35.2K -123 -6%
GCM
545
Gallacher Capital Management
Colorado
$546K -$12K -42 -2%
BWM
546
Baron Wealth Management
Michigan
$543K +$25.8K +90 +5%
MMA
547
Miracle Mile Advisors
California
$541K +$510K +1,780 New
CAG
548
Crestwood Advisors Group
Massachusetts
$533K -$5.16K -18 -1%
FPCP
549
Fort Point Capital Partners
California
$532K +$17.5K +61 +4%
SMA
550
Sage Mountain Advisors
Georgia
$530K -$86.5K -302 -15%