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Name Holding Trade Value Shares
Change
Change in
Stake
IFP Advisors
801
IFP Advisors
Florida
$4.81M +$915K +11,117 +27%
TFA
802
Transamerica Financial Advisors
Florida
$4.81M -$177K -2,150 -4%
WM
803
Whitford Management
New York
$4.77M +$535K +6,497 +15%
DP
804
DDD Partners
Washington
$4.75M +$2.36M +28,610 +129%
LPT
805
Legacy Private Trust
Wisconsin
$4.74M +$890K +10,812 +27%
BKA
806
Brick & Kyle Associates
Pennsylvania
$4.74M -$3.46K -42 -0.1%
SA
807
SAM Advisors
California
$4.73M -$66.2K -804 -2%
ECM
808
Everence Capital Management
Indiana
$4.71M – – –
GLOBALT Investments
809
GLOBALT Investments
Georgia
$4.69M -$47.3K -575 -1%
Sequoia Financial Advisors
810
Sequoia Financial Advisors
Ohio
$4.69M +$130K +1,581 +3%
Atlantic Union Bankshares
811
Atlantic Union Bankshares
Virginia
$4.68M +$4.13M +50,117 New
BOK Financial
812
BOK Financial
Oklahoma
$4.67M -$466K -5,664 -10%
MWM
813
Marietta Wealth Management
Georgia
$4.66M +$12.3K +150 +0.3%
Fisher Asset Management
814
Fisher Asset Management
Washington
$4.63M -$51K -620 -1%
LCI
815
L1 Capital International
Australia
$4.62M +$4.25M +51,582 New
Diversify Wealth Management
816
Diversify Wealth Management
Utah
$4.61M +$260K +3,155 +7%
SB
817
Strategic Blueprint
Georgia
$4.58M +$169K +2,052 +4%
Valeo Financial Advisors
818
Valeo Financial Advisors
Indiana
$4.56M -$795K -9,657 -16%
Bleakley Financial Group
819
Bleakley Financial Group
New Jersey
$4.55M +$268K +3,260 +7%
LC
820
Legacy CG
Texas
$4.52M +$3.99M +48,419 New
DF
821
DNCA Finance
France
$4.47M +$534K +6,482 +16%
WAS
822
Wealth Advisory Solutions
Indiana
$4.45M +$83K +1,008 +2%
Tower Research Capital (TRC)
823
Tower Research Capital (TRC)
New York
$4.38M -$2.73M -33,153 -41%
RPA
824
Rock Point Advisors
Vermont
$4.35M -$654K -7,946 -15%
Ritholtz Wealth Management
825
Ritholtz Wealth Management
New York
$4.35M +$476K +5,779 +14%