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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
601
Kemnay Advisory Services
New York
$597K -$294K -808 -30%
BCA
602
Berman Capital Advisors
Georgia
$591K +$281K +771 +71%
PFWA
603
Paces Ferry Wealth Advisors
Georgia
$589K
RIA
604
Regal Investment Advisors
Michigan
$584K -$3.64K -10 -0.5%
AC
605
AWM Capital
Arizona
$584K +$730K +2,006 New
ECM
606
EMC Capital Management
Texas
$583K
WP
607
WMS Partners
Maryland
$583K +$314K +862 +89%
CA
608
Clearstead Advisors
Ohio
$577K +$49.2K +135 +8%
HTC
609
Haverford Trust Company
Pennsylvania
$575K -$4.01K -11 -0.6%
Koshinski Asset Management
610
Koshinski Asset Management
Illinois
$573K +$205K +563 +46%
GA
611
Greytown Advisors
Florida
$573K +$9.47K +26 +1%
CG
612
Caprock Group
Idaho
$570K +$373K +1,023 +134%
MOACM
613
Mutual of America Capital Management
New York
$565K
GIA
614
Gladstone Institutional Advisory
Florida
$565K +$265K +727 +70%
MYAM
615
Meiji Yasuda Asset Management
Japan
$560K +$15.3K +42 +2%
Lido Advisors
616
Lido Advisors
California
$544K +$111K +306 +22%
SW
617
SVB Wealth
Massachusetts
$543K -$41.5K -114 -6%
FTDI
618
First Trust Direct Indexing
Massachusetts
$543K -$37.9K -104 -6%
CCA
619
Column Capital Advisors
Indiana
$539K +$15.7K +43 +3%
SS
620
Simplicity Solutions
Minnesota
$539K +$69.2K +190 +13%
CPO
621
Cerity Partners OCIO
New York
$536K +$612K +1,681 New
FM
622
Family Management
New York
$532K +$142K +389 +30%
TMAM
623
Tokio Marine Asset Management
Japan
$525K +$87K +239 +17%
IP
624
Intellectus Partners
California
$523K -$100K -275 -14%
ESCM
625
Echo Street Capital Management
New York
$523K +$111K +306 +23%