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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
401
HighPoint Advisor Group
Illinois
$213K -$2.82K -58 -1%
FFA
402
First Foundation Advisors
California
$211K +$201K +4,134 New
MAA
403
Mraz Amerine & Associates
California
$209K -$48.6K -1,000 -20%
YWP
404
YorkBridge Wealth Partners
New York
$209K +$199K +4,087 New
BSW
405
Buckingham Strategic Wealth
Missouri
$208K -$88.7K -1,826 -31%
BCA
406
Bray Capital Advisors
Florida
$208K
Chevy Chase Trust
407
Chevy Chase Trust
Maryland
$207K +$197K +4,060 New
IFG
408
Independent Financial Group
California
$202K +$192K +3,958 New
SFA
409
Sequoia Financial Advisors
Ohio
$201K +$192K +3,943 New
PCG
410
Private Capital Group
Connecticut
$200K -$11.3K -233 -6%
AWM
411
Avior Wealth Management
Nebraska
$192K
AIC
412
Archer Investment Corporation
Indiana
$191K
FHA
413
First Horizon Advisors
Tennessee
$190K -$486 -10 -0.3%
CT
414
Caldwell Trust
Florida
$187K
BAM
415
Belpointe Asset Management
Nevada
$186K +$178K +3,658 New
WT
416
Whittier Trust
California
$185K +$48.6K +1,000 +38%
LC
417
Lindbrook Capital
California
$179K +$8.99K +185 +6%
JWA
418
JFS Wealth Advisors
Pennsylvania
$173K -$26.3K -541 -14%
EI
419
Ellevest Inc
New York
$173K +$48.6K +1,001 +42%
JCM
420
Jacobi Capital Management
Pennsylvania
$165K +$4.03K +83 +3%
ADL
421
Asset Dedication LLC
California
$158K +$2.82K +58 +2%
BSAM
422
Blue Square Asset Management
New York
$152K -$203K -4,186 -58%
Mitsubishi UFJ Asset Management
423
Mitsubishi UFJ Asset Management
Japan
$151K +$7.78K +160 +6%
SF
424
Synovus Financial
Georgia
$149K -$135K -2,775 -49%
IA
425
IFP Advisors
Florida
$148K -$8.26K -170 -5%