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Name Holding Trade Value Shares
Change
Change in
Stake
CK
551
Cohen Klingenstein
New York
$848K – – –
IAG
552
Ipsen Advisor Group
Arkansas
$840K -$18.6K -204 -2%
PA
553
Procyon Advisors
Connecticut
$840K -$4.37K -48 -0.5%
WA
554
Waverly Advisors
Alabama
$834K +$532K +5,843 +162%
GI
555
Gradient Investments
Minnesota
$823K -$182 -2 -0%
SFI
556
Siemens Fonds Invest
Germany
$810K – – –
EAM
557
Eventide Asset Management
Massachusetts
$808K +$71.8K +788 +10%
SMWM
558
Silvia McColl Wealth Management
California
$799K +$11.3K +124 +1%
IAA
559
Independent Advisor Alliance
North Carolina
$790K +$24.7K +271 +3%
SAM
560
Smartleaf Asset Management
Massachusetts
$782K +$81.5K +895 +11%
MGIA
561
Moneta Group Investment Advisors
Missouri
$781K -$176K -1,937 -18%
Fidelity International
562
Fidelity International
Bermuda
$779K -$48.5M -532,658 -98%
CCM
563
Cohen Capital Management
California
$777K – – –
QWP
564
Quotient Wealth Partners
Texas
$768K +$390K +4,278 +97%
KPWS
565
Kestra Private Wealth Services
Texas
$762K -$13.8K -151 -2%
OIAM
566
OFI Invest Asset Management
France
$759K +$783K +8,597 New
CA
567
Claro Advisors
Massachusetts
$753K +$728 +8 +0.1%
MMM
568
Mendel Money Management
Illinois
$753K – – –
GBT
569
Grove Bank & Trust
Florida
$753K -$144K -1,578 -16%
S
570
SignatureFD
Georgia
$743K +$44K +483 +6%
BTWM
571
Baker Tilly Wealth Management
Wisconsin
$739K -$492K -5,401 -39%
QIM
572
Quantitative Investment Management
Virginia
$739K +$763K +8,376 New
AFG
573
Atomi Financial Group
New York
$736K +$33.1K +364 +5%
SAM
574
Sompo Asset Management
Japan
$728K +$41.9K +460 +6%
CA
575
Clearstead Advisors
Ohio
$727K +$19.5K +214 +3%