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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
Axxcess Wealth Management
California
$2.19M -$668K -2,711 -25%
SAM
727
Smartleaf Asset Management
Massachusetts
$2.18M +$159K +646 +9%
QI
728
Qtron Investments
Massachusetts
$2.17M
CFG
729
Cooper Financial Group
California
$2.16M -$231K -937 -10%
SIA
730
Schechter Investment Advisors
Michigan
$2.16M -$262K -1,063 -12%
BP
731
Ballentine Partners
Massachusetts
$2.15M +$136K +551 +7%
VA
732
VestGen Advisors
Illinois
$2.14M +$1.98M +8,034 New
NM
733
NWI Management
New York
$2.13M
SLI
734
Sumitomo Life Insurance
Japan
$2.12M -$11.1K -45 -0.6%
HAG
735
HighPoint Advisor Group
Illinois
$2.11M -$183K -743 -8%
FPW
736
Fairvoy Private Wealth
Alabama
$2.11M -$327K -1,327 -14%
WH
737
Wallace Hart
Kentucky
$2.1M +$1.49M +6,043 +328%
WA
738
Wealthstar Advisors
Texas
$2.1M +$28.3K +115 +1%
MLA
739
My Legacy Advisors
Oregon
$2.1M -$5.42K -22 -0.3%
ILI
740
Invesco LLC (Illinois)
Illinois
$2.09M +$175K +709 +10%
SW
741
SkyOak Wealth
Michigan
$2.09M -$185K -750 -9%
LA
742
Lindenwold Advisors
Pennsylvania
$2.07M +$2.22K +9 +0.1%
CCA
743
Checchi Capital Advisers
California
$2.06M +$118K +479 +7%
PTC
744
Private Trust Company
Ohio
$2.05M -$15.5K -63 -0.8%
DA
745
Drake & Associates
Wisconsin
$2.02M +$306K +1,242 +20%
TIAA Trust, National Association
746
TIAA Trust, National Association
North Carolina
$2.02M -$19.2K -78 -1%
SSIM
747
Sheets Smith Investment Management
Texas
$2.02M -$1.48K -6 -0.1%
CAM
748
Centre Asset Management
New York
$2.01M +$13.3K +54 +0.7%
QCM
749
Qsemble Capital Management
New York
$2.01M +$1.86M +7,537 New
VFA
750
Valeo Financial Advisors
Indiana
$2M +$517K +2,097 +39%