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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
576
Valeo Financial Advisors
Indiana
$2.28M +$165K +1,256 +7%
WS
577
Wedbush Securities
California
$2.26M +$224K +1,705 +10%
OWP
578
ORG Wealth Partners
Texas
$2.26M +$7.88K +60 +0.3%
WR
579
WD Rutherford
Oregon
$2.26M +$1.19M +9,054 +91%
GCP
580
GSA Capital Partners
United Kingdom
$2.25M +$2.1M +15,978 +541%
FP
581
Financial Perspectives
Minnesota
$2.24M
DWA
582
Douglass Winthrop Advisors
New York
$2.22M
CPIG
583
Chicago Partners Investment Group
Illinois
$2.22M +$90.1K +686 +4%
IAIM
584
International Assets Investment Management
Florida
$2.22M +$545K +4,144 +28%
CPL
585
CAP Partners LLC
Tennessee
$2.21M +$9.72K +74 +0.4%
PIM
586
Plato Investment Management
Australia
$2.21M +$57.9K +441 +2%
I
587
InterCapital
Texas
$2.21M +$1.18M +9,000 +94%
PI
588
PineBridge Investments
New York
$2.2M -$8.83M -67,201 -79%
CPBTD
589
Central Pacific Bank - Trust Division
Hawaii
$2.2M +$1.4M +10,621 +134%
CA
590
Clearstead Advisors
Ohio
$2.19M +$1.39M +10,582 +134%
TSW
591
Three Seasons Wealth
Utah
$2.19M +$986K +7,502 +68%
CG
592
Caprock Group
Idaho
$2.19M +$43.5K +331 +2%
RWC
593
Rare Wolf Capital
Washington
$2.19M +$874K +6,653 +56%
TWIM
594
TIAA Wealth Investment Management
New York
$2.19M +$2.42M +18,455 New
ES
595
Element Squared
Minnesota
$2.19M +$1.51M +11,513 +166%
B
596
BetterWealth
California
$2.17M +$2.41M +18,317 New
RA
597
RiverPark Advisors
New York
$2.16M +$344K +2,619 +17%
CWM
598
Cabot Wealth Management
Massachusetts
$2.15M -$248K -1,886 -9%
CWS
599
Cypress Wealth Services
California
$2.14M -$49.9K -380 -2%
IAA
600
Independent Advisor Alliance
North Carolina
$2.14M -$518K -3,941 -18%