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Name Holding Trade Value Shares
Change
Change in
Stake
RE
951
Rydar Equities
Texas
$516K +$448K +4,475 New
NWA
952
New World Advisors
Massachusetts
$515K -$221K -2,209 -33%
SAM
953
Secure Asset Management
Michigan
$514K +$36.9K +369 +9%
VW
954
Vance Wealth
California
$513K +$45.6K +456 +11%
CAAS
955
Capital Asset Advisory Services
Michigan
$511K -$196K -1,961 -30%
AGA
956
Accuvest Global Advisors
Utah
$508K -$152K -1,519 -26%
BWP
957
Barlow Wealth Partners
Kentucky
$508K
TPWA
958
Twin Peaks Wealth Advisors
California
$506K -$10.9K -109 -3%
AWM
959
Aprio Wealth Management
Georgia
$503K -$18.9K -189 -4%
CWA
960
Clarity Wealth Advisors
California
$500K
TC
961
Tacita Capital
Ontario, Canada
$499K -$115K -1,151 -21%
QIM
962
Quantitative Investment Management
Virginia
$498K -$2.93M -29,286 -87%
BOH
963
Bank of Hawaii
Hawaii
$497K +$431K +4,305 New
CI
964
Ceera Investments
Texas
$493K
QCM
965
QRG Capital Management
Illinois
$492K -$27.7K -277 -6%
FTWA
966
Fifth Third Wealth Advisors
Ohio
$490K +$28.4K +284 +7%
USCWA
967
U.S. Capital Wealth Advisors
Texas
$486K +$16.6K +166 +4%
AO
968
Advisor OS
Illinois
$484K +$420K +4,198 New
HIA
969
Harbor Investment Advisory
Maryland
$482K -$20.6K -206 -5%
SIG
970
Sargent Investment Group
Maryland
$482K
TIAA Trust, National Association
971
TIAA Trust, National Association
North Carolina
$481K -$14.7M -147,263 -97%
EWA
972
EverSource Wealth Advisors
Alabama
$480K +$135K +1,350 +48%
SCM
973
Semanteon Capital Management
Massachusetts
$479K -$693K -6,926 -63%
MMA
974
Miracle Mile Advisors
California
$471K +$46.1K +461 +13%
KMWM
975
Keudell/Morrison Wealth Management
Oregon
$469K +$3.9K +39 +1%