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Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
626
Dai-ichi Life Insurance Company
Japan
$1.13M
CSWM
627
Cassady Schiller Wealth Management
Ohio
$1.11M
GIA
628
Guyasuta Investment Advisors
Pennsylvania
$1.11M -$107K -1,400 -9%
GL
629
GHE LLC
Tennessee
$1.11M +$18K +235 +2%
GIA
630
Gateway Investment Advisers
Ohio
$1.1M -$3.43M -44,636 -76%
CT
631
Caldwell Trust
Florida
$1.1M -$142K -1,856 -12%
SLWA
632
San Luis Wealth Advisors
California
$1.09M +$1.08M +14,133 New
CIA
633
Citadel Investment Advisory
Ohio
$1.09M
EF
634
Empirical Finance
Pennsylvania
$1.09M +$53.1K +692 +5%
PIM
635
Penobscot Investment Management
Massachusetts
$1.07M -$76.7K -1,000 -7%
FCH
636
Freestone Capital Holdings
Washington
$1.05M -$103K -1,345 -9%
FHA
637
First Horizon Advisors
Tennessee
$1.04M -$159K -2,070 -13%
SC
638
Savant Capital
Illinois
$1.04M -$55.1K -718 -5%
IC
639
IEQ Capital
California
$1.04M +$146K +1,902 +16%
1IA
640
1834 Investment Advisors
Wisconsin
$1.04M -$3.99K -52 -0.4%
CIA
641
Capital Investment Advisors
Georgia
$1.04M -$103K -1,337 -9%
AWM
642
Adams Wealth Management
Utah
$1.04M +$264K +3,440 +34%
RWA
643
Ropes Wealth Advisors
Massachusetts
$1.04M
BFA
644
Bragg Financial Advisors
North Carolina
$1.03M
STC
645
Sarah T. Connolly
$1.03M
LNWWM
646
Laird Norton Wetherby Wealth Management
California
$1.02M +$39K +508 +4%
MMA
647
Miracle Mile Advisors
California
$1.01M -$17.6K -229 -2%
FTDI
648
First Trust Direct Indexing
Massachusetts
$1.01M -$3.3K -43 -0.3%
CTFG
649
Capstone Triton Financial Group
Oklahoma
$999K +$135K +1,756 +16%
OBGC
650
O'Brien Greene & Co
Pennsylvania
$997K