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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
626
Strategic Wealth Partners
Ohio
$2.31M +$686K +5,864 +36%
BF
627
BOK Financial
Oklahoma
$2.28M -$720K -6,153 -22%
FM
628
Factorial Management
Hong Kong
$2.28M +$2.56M +21,900 New
WTC
629
WhitTier Trust Company
Nevada
$2.28M +$5.96K +51 +0.2%
Cerity Partners
630
Cerity Partners
New York
$2.28M -$2.91M -24,925 -50%
IAA
631
Independent Advisor Alliance
North Carolina
$2.26M +$1.4M +12,000 +124%
SIC
632
Schwartz Investment Counsel
Michigan
$2.19M – – –
BFS
633
Bard Financial Services
Connecticut
$2.18M – – –
SL
634
Savior LLC
Massachusetts
$2.17M +$25.1K +215 +1%
MCC
635
Malaga Cove Capital
California
$2.17M +$161K +1,379 +7%
VWM
636
Venturi Wealth Management
Texas
$2.15M +$235K +2,012 +11%
CIAS
637
Capital Investment Advisory Services
North Carolina
$2.13M +$282K +2,408 +13%
DIG
638
DeepCurrents Investment Group
New York
$2.11M +$858K +7,339 +57%
UB
639
UMB Bank
Missouri
$2.1M -$140K -1,199 -6%
LSPW
640
Lake Street Private Wealth
Illinois
$2.1M -$398K -3,401 -14%
CM
641
Castleark Management
Illinois
$2.09M – – –
PCM
642
Penserra Capital Management
California
$2.09M -$100K -859 -4%
WFG
643
Wills Financial Group
Virginia
$2.09M -$129K -1,101 -5%
KC
644
Kingfisher Capital
North Carolina
$2.09M -$1.39M -11,872 -37%
SCH
645
Springs Capital (HK)
Hong Kong
$2.08M +$585K +5,000 +33%
BPCA
646
Bank Pictet & Cie (Asia)
Singapore
$2.08M +$18.4K +157 +0.8%
AF
647
Advisornet Financial
Minnesota
$2.07M +$753K +6,437 +48%
TIA
648
Trust Investment Advisors
Indiana
$2.07M +$25K +214 +1%
LJAC
649
L.J. Altfest & Co
New York
$2.06M +$612K +5,234 +36%
PAM
650
Panagora Asset Management
Massachusetts
$2.05M +$422K +3,608 +22%