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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
601
EverSource Wealth Advisors
Alabama
$846K +$223K +1,314 +29%
TGAM
602
TBH Global Asset Management
Tennessee
$842K – – –
SSB
603
Sandy Spring Bank
Maryland
$836K +$204K +1,200 +27%
BCV
604
Banque Cantonale Vaudoise
Switzerland
$835K +$971K +5,719 New
CMTU
605
Capital Markets Trading (UK)
United Kingdom
$834K +$357K +2,103 +58%
TSWM
606
Tyler-Stone Wealth Management
Ohio
$826K -$25.5K -150 -3%
DT
607
Diversified Trust
Tennessee
$817K +$116K +683 +14%
IFWM
608
Institute for Wealth Management
Colorado
$815K -$46.5K -274 -5%
ASN
609
Advisory Services Network
Georgia
$802K +$493K +2,908 +113%
JSSH
610
J. Safra Sarasin Holding
$798K +$582K +3,427 +169%
SPIA
611
Steward Partners Investment Advisory
New York
$797K +$55K +324 +6%
HIC
612
Hartline Investment Corp
Illinois
$792K -$138K -811 -13%
MAS
613
Meeder Advisory Services
Ohio
$789K +$90.6K +534 +11%
FPF
614
First Pacific Financial
Washington
$788K -$184K -1,086 -17%
RGC
615
Roberts, Glore & Co
Illinois
$787K -$26.6K -157 -3%
SCTC
616
Sanibel Captiva Trust Company
Florida
$781K -$58.9K -347 -6%
TSS
617
Two Sigma Securities
New York
$777K -$249K -1,470 -22%
LWM
618
LJI Wealth Management
Indiana
$775K +$899K +5,300 New
VPW
619
Variant Private Wealth
Virginia
$774K -$20.4K -120 -2%
SS
620
Sunbelt Securities
Texas
$772K -$45K -265 -5%
KOCAA
621
Knights of Columbus Asset Advisors
Connecticut
$766K -$1.02K -6 -0.1%
NYLIM
622
New York Life Investment Management
New York
$759K -$70.3K -414 -7%
RH
623
RFG Holdings
Texas
$749K +$113K +668 +15%
O
624
Ossiam
France
$743K -$251K -1,480 -23%
RMP
625
Richards, Merrill & Peterson
Washington
$741K +$87.4K +515 +11%