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Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
701
Sand Hill Global Advisors
California
$404K +$10.2K +181 +3%
CIA
702
Cladis Investment Advisory
Montana
$404K -$62.2K -1,100 -15%
Acadian Asset Management
703
Acadian Asset Management
Massachusetts
$403K +$125K +2,218 +55%
Wealth Enhancement Advisory Services
704
Wealth Enhancement Advisory Services
Minnesota
$402K +$352K +6,230 New
VCM
705
Virtue Capital Management
Tennessee
$402K -$68.6K -1,214 -16%
Parallax Volatility Advisers
706
Parallax Volatility Advisers
California
$398K +$348K +6,158 New
RW
707
Rede Wealth
Virginia
$397K +$2.15K +38 +0.6%
WAM
708
WT Asset Management
Hong Kong
$396K +$346K +6,125 New
ZF
709
Zhang Financial
Michigan
$395K +$14.8K +261 +4%
HIIFS
710
Harel Insurance Investments & Financial Services
Israel
$394K -$41.5K -735 -11%
RWP
711
Revolve Wealth Partners
New Jersey
$387K -$135K -2,391 -29%
FIA
712
FNY Investment Advisers
New York
$387K +$326K +5,760 +2,400%
JIC
713
Johnson Investment Counsel
Ohio
$383K – – –
CC
714
Centiva Capital
New York
$379K +$21.7K +383 +7%
ABLA
715
Alan B. Lancz & Associates
Ohio
$379K – – –
LFA
716
Legacy Financial Advisors
Kentucky
$376K +$11K +194 +3%
SB
717
Strategic Blueprint
Georgia
$374K +$46.5K +822 +17%
HFP
718
Holistic Financial Partners
Indiana
$370K +$1.53K +27 +0.5%
PI
719
Pachira Investments
California
$363K +$26K +460 +9%
OWA
720
Octavia Wealth Advisors
Ohio
$361K -$2.54K -45 -0.8%
CCA
721
Column Capital Advisors
Indiana
$356K -$143K -2,538 -32%
TFA
722
Toth Financial Advisory
Virginia
$355K +$239K +4,221 +330%
MIM
723
Moseley Investment Management
Florida
$355K +$1.36K +24 +0.4%
VFA
724
Voya Financial Advisors
Connecticut
$355K -$96.7K -1,710 -23%
FHA
725
First Horizon Advisors
Tennessee
$354K -$65K -1,150 -17%