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Name Holding Trade Value Shares
Change
Change in
Stake
IIA
601
Integral Investment Advisors
California
$444K -$24.8K -140 -6%
FMI
602
Frec Markets Inc
California
$441K +$378K +2,135 New
MAS
603
Meeder Advisory Services
Ohio
$436K +$14K +79 +4%
SFI
604
Siemens Fonds Invest
Germany
$434K -$17.2K -97 -4%
DWM
605
Dynasty Wealth Management
Florida
$433K +$709 +4 +0.2%
UCFA
606
United Capital Financial Advisors
Texas
$431K -$72.9K -411 -16%
DF
607
Dunhill Financial
United Kingdom
$430K – – –
VA
608
VestGen Advisors
Illinois
$428K +$16.3K +92 +5%
UB
609
UMB Bank
Missouri
$418K -$4.43K -25 -1%
Chevy Chase Trust
610
Chevy Chase Trust
Maryland
$417K -$118K -666 -25%
EP
611
Evelyn Partners
$413K +$355K +2,000 New
AC
612
AlphaCore Capital
California
$412K -$416K -2,346 -54%
GT
613
Greenleaf Trust
Michigan
$408K -$19.3K -109 -5%
JWWM
614
Johnson & White Wealth Management
Pennsylvania
$407K -$17.4K -98 -5%
KWA
615
Kingswood Wealth Advisors
California
$405K +$28.9K +163 +9%
FA
616
Fiducient Advisors
Illinois
$405K – – –
EH
617
Equitable Holdings
New York
$400K -$42.4K -239 -11%
FFA
618
Founders Financial Alliance
North Carolina
$393K – – –
Loomis, Sayles & Company
619
Loomis, Sayles & Company
Massachusetts
$392K +$337K +1,902 New
RA
620
Resolute Advisors
California
$391K +$336K +1,897 New
EFG
621
Everhart Financial Group
Ohio
$391K +$14K +79 +4%
WRPWM
622
Werba Rubin Papier Wealth Management
California
$387K -$5.14K -29 -2%
JWCA
623
J.W. Cole Advisors
Florida
$385K -$147K -829 -31%
TBT
624
Texas Bank & Trust
Texas
$382K -$70.9K -400 -18%
SAM
625
SP Asset Management
California
$382K – – –