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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
826
Tyler-Stone Wealth Management
Ohio
$1M +$219K +4,180 +35%
FGI
827
Foresight Global Investors
New York
$999K -$282K -5,395 -25%
ZF
828
Zega Financial
Florida
$994K +$845K +16,152 New
DT
829
Diversified Trust
Tennessee
$989K +$24.8K +475 +3%
MNBTD
830
Moody National Bank Trust Division
Texas
$972K -$102K -1,944 -11%
VAS
831
Vestmark Advisory Solutions
Massachusetts
$972K +$108K +2,062 +15%
EI
832
Ellevest Inc
New York
$967K -$46.6K -891 -5%
AF
833
Allworth Financial
California
$966K +$94.7K +1,810 +13%
RA
834
Resolute Advisors
California
$965K -$172K -3,283 -17%
OS
835
Objectivity Squared
South Carolina
$964K +$819K +15,656 New
FCH
836
Freestone Capital Holdings
Washington
$961K +$51.3K +981 +7%
CIBC Private Wealth Group
837
CIBC Private Wealth Group
Georgia
$959K +$336K +6,426 +70%
BL
838
Balentine LLC
Georgia
$955K +$164K +3,140 +25%
IG
839
ING Group
Netherlands
$952K -$7.1M -135,762 -90%
DIM
840
Delta Investment Management
California
$946K -$222K -4,236 -22%
CL
841
Choreo LLC
Illinois
$946K +$293K +5,599 +57%
VCM
842
Virtue Capital Management
Tennessee
$942K +$459K +8,782 +116%
RWP
843
Revolve Wealth Partners
New Jersey
$937K +$7.64K +146 +1%
DWT
844
Dorsey & Whitney Trust
South Dakota
$937K +$44.7K +855 +6%
ST
845
Sabal Trust
Florida
$934K -$262 -5 -0%
WFAG
846
Worth Financial Advisory Group
North Carolina
$932K -$523 -10 -0.1%
WT
847
Whittier Trust
California
$925K -$56K -1,071 -7%
SQA
848
Simon Quick Advisors
New Jersey
$919K +$328K +6,270 +72%
GT
849
Glenview Trust
Kentucky
$918K +$27.2K +520 +4%
TDC
850
Thompson Davis & Co
Virginia
$911K +$20.4K +390 +3%