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Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
801
American Assets Investment Management
California
$658K – – –
CHAM
802
Clear Harbor Asset Management
Connecticut
$650K +$723K +2,963 New
WWC
803
Waypoint Wealth Counsel
Georgia
$649K -$130K -534 -15%
HPWM
804
High Point Wealth Management
New Jersey
$647K +$720K +2,950 New
V
805
ViaWealth
Kansas
$645K +$6.1K +25 +0.9%
MYAM
806
Meiji Yasuda Asset Management
Japan
$641K +$5.13K +21 +0.7%
AF
807
Arrow Financial
New York
$637K -$17.3K -71 -2%
CPA
808
Capital Performance Advisors
California
$637K +$88.1K +361 +14%
GAM
809
Grandview Asset Management
Pennsylvania
$633K -$19.8K -81 -3%
KWA
810
Kingswood Wealth Advisors
California
$632K +$44.2K +181 +7%
OIA
811
OneDigital Investment Advisors
Kansas
$627K -$82.5K -338 -11%
TA
812
TFB Advisors
Kansas
$627K +$92K +377 +15%
CGH
813
Crossmark Global Holdings
Texas
$626K +$98.9K +405 +17%
MOS
814
MGO One Seven
Ohio
$625K -$34.9K -143 -5%
TMC
815
Themes Management Co
Connecticut
$622K +$692K +2,837 New
ISS
816
Intesa Sanpaolo SpA.
Italy
$621K +$683K +2,797 New
HIA
817
Harbor Investment Advisory
Maryland
$620K -$335K -1,374 -33%
DS
818
DRW Securities
Illinois
$617K +$281K +1,151 +69%
GKWIM
819
Gerber Kawasaki Wealth & Investment Management
California
$616K -$976 -4 -0.1%
CPM
820
Connective Portfolio Management
New York
$614K +$683K +2,800 New
QFMHK
821
Q Fund Management (Hong Kong)
$614K +$683K +2,800 New
Capital World Investors
822
Capital World Investors
California
$613K -$32.2K -132 -5%
SGAM
823
Smith Group Asset Management
Texas
$610K -$971K -3,980 -59%
NRG
824
Nemes Rush Group
Michigan
$609K -$1.71K -7 -0.3%
WA
825
Wealth Alliance
New York
$605K -$343K -1,407 -34%