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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
726
D.J. St. Germain
Massachusetts
$780K – – –
EWA
727
Exencial Wealth Advisors
Oklahoma
$777K -$2.73K -33 -0.3%
DAS
728
Dynamic Advisor Solutions
Arizona
$773K +$61.4K +743 +7%
DWM
729
Drive Wealth Management
Utah
$773K +$152K +1,840 +20%
DCM
730
DGS Capital Management
New Jersey
$773K +$53.9K +652 +6%
LOPW
731
Live Oak Private Wealth
North Carolina
$770K +$82.9K +1,003 +10%
DCM
732
Dupont Capital Management
Delaware
$765K -$912K -11,033 -50%
GKIM
733
GW&K Investment Management
Massachusetts
$763K -$27.1K -328 -3%
WEG
734
World Equity Group
Illinois
$761K +$45.7K +553 +5%
IB
735
Intrust Bank
Kansas
$759K -$199K -2,402 -18%
GWM
736
Geneos Wealth Management
Colorado
$757K -$301K -3,638 -25%
CP
737
Covenant Partners
Tennessee
$757K – – –
MCM
738
Mitchell Capital Management
Kansas
$755K -$398K -4,815 -30%
SIC
739
Salem Investment Counselors
North Carolina
$753K +$795K +9,624 +744%
EAMA
740
EFG Asset Management (Americas)
Florida
$745K -$172K -2,076 -16%
GCS
741
Gordian Capital (Singapore)
Singapore
$735K – – –
JWCA
742
J.W. Cole Advisors
Florida
$734K +$168K +2,034 +23%
AIIMS
743
Analyst IMS Investment Management Services
Israel
$727K -$42.2K -510 -5%
Fayez Sarofim & Co
744
Fayez Sarofim & Co
Texas
$726K -$31K -375 -3%
CW
745
Connectus Wealth
Ohio
$724K -$472K -5,710 -35%
BC
746
BIT Capital
Germany
$724K -$119K -1,435 -12%
EGM
747
Engineers Gate Manager
New York
$722K -$363K -4,395 -29%
NAM
748
Nissay Asset Management
Japan
$720K +$256K +3,102 +42%
IAN
749
Integrated Advisors Network
Texas
$716K +$38.1K +461 +5%
OPS
750
Orion Portfolio Solutions
Nebraska
$707K +$50.5K +611 +6%