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Name Holding Trade Value Shares
Change
Change in
Stake
LAS
876
Legacy Advisory Services
Pennsylvania
$522K -$58.5K -537 -9%
TC
877
Tacita Capital
Ontario, Canada
$521K +$123K +1,130 +26%
GS
878
Gagnon Securities
New York
$521K -$27.9K -256 -4%
DT
879
Diversified Trust
Tennessee
$519K +$307K +2,815 +107%
SW
880
SVB Wealth
Massachusetts
$517K +$13K +119 +2%
ITFISA
881
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$516K +$44.4K +407 +8%
GL
882
Graypoint LLC
New York
$514K -$2.18K -20 -0.4%
AAS
883
Ameritas Advisory Services
Nebraska
$514K -$68.7K -630 -11%
AG
884
Ascent Group
Virginia
$513K +$586K +5,376 New
EB
885
Eastern Bank
Massachusetts
$511K +$353K +3,237 +153%
KLCM
886
KG&L Capital Management
Louisiana
$511K -$9.48K -87 -2%
SBIA
887
Sheaff Brock Investment Advisors
Indiana
$510K -$26.2K -240 -4%
WAG
888
Winthrop Advisory Group
Massachusetts
$508K +$27.2K +250 +5%
RW
889
Rede Wealth
Virginia
$507K – – –
WT
890
Whittier Trust
California
$503K +$545 +5 +0.1%
KA
891
Kovack Advisors
Florida
$503K -$576K -5,290 -50%
Kovitz Investment Group Partners
892
Kovitz Investment Group Partners
Illinois
$502K +$181K +1,658 +46%
SIC
893
Schwartz Investment Counsel
Michigan
$501K -$191K -1,750 -25%
CIAS
894
Capital Investment Advisory Services
North Carolina
$501K +$67.8K +622 +13%
CCM
895
Coldstream Capital Management
Washington
$500K +$33.9K +311 +6%
NFG
896
Nations Financial Group
Iowa
$500K +$30.9K +284 +6%
OWMIAS
897
One Wealth Management Investment & Advisory Services
Florida
$494K -$7.08K -65 -1%
CCA
898
Checchi Capital Advisers
California
$490K +$15.9K +146 +3%
CPBTD
899
Central Pacific Bank - Trust Division
Hawaii
$489K +$526K +4,826 +1,636%
WP
900
Westmount Partners
California
$484K – – –