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Name Holding Trade Value Shares
Change
Change in
Stake
Parnassus Investments
676
Parnassus Investments
California
$1.39M +$54.1K +474 +4%
HCMT
677
Highland Capital Management (Tennessee)
Tennessee
$1.38M -$370K -3,240 -21%
SW
678
Simplicity Wealth
New Jersey
$1.37M -$481K -4,216 -26%
PIA
679
Perennial Investment Advisors
California
$1.37M +$42.9K +376 +3%
AFAS
680
Acorn Financial Advisory Services
Virginia
$1.35M -$992K -8,693 -42%
SCI
681
Stableford Capital II
Arizona
$1.35M -$5.93K -52 -0.4%
VA
682
VestGen Advisors
Illinois
$1.35M +$12.7K +111 +0.9%
KFO
683
Kopp Family Office
Minnesota
$1.35M +$1.35M +11,803 New
PC
684
Permanens Capital
New York
$1.34M +$196K +1,718 +17%
O
685
Ossiam
France
$1.34M -$24.9M -218,603 -95%
CIM
686
Cambria Investment Management
California
$1.33M +$639K +5,598 +92%
CCM
687
Coldstream Capital Management
Washington
$1.33M -$149K -1,305 -10%
ARG
688
Advisory Resource Group
Oklahoma
$1.33M +$234K +2,048 +21%
CCM
689
Conway Capital Management
California
$1.31M -$118K -1,030 -8%
DC
690
Davenport & Co
Virginia
$1.31M -$47K -412 -3%
EWM
691
Empirical Wealth Management
Washington
$1.31M +$365K +3,200 +39%
SFS
692
Sowell Financial Services
Arkansas
$1.3M -$179K -1,571 -12%
HPC
693
Hobart Private Capital
North Carolina
$1.3M +$680K +5,957 +110%
CWM
694
Cornerstone Wealth Management
Missouri
$1.29M +$29.6K +259 +2%
LFA
695
Legacy Financial Advisors
Kentucky
$1.29M -$10K -88 -0.8%
SLI
696
Sumitomo Life Insurance
Japan
$1.28M -$74.3K -651 -5%
CPA
697
Capital Performance Advisors
California
$1.28M -$55.5K -486 -4%
PCM
698
PenderFund Capital Management
British Columbia, Canada
$1.28M -$183K -1,600 -13%
EPA
699
Element Pointe Advisors
Florida
$1.28M +$392K +3,435 +44%
MIC
700
Means Investment Company
Maine
$1.28M -$178K -1,561 -12%