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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
751
Summit Trail Advisors
New York
$484K +$204K +799 +74%
VFA
752
Valeo Financial Advisors
Indiana
$480K +$26.3K +103 +6%
TBWA
753
Three Bridge Wealth Advisors
California
$478K – – –
MF
754
Magnetar Financial
Illinois
$477K -$89.7K -351 -16%
DL
755
DOHJ LLC
Washington
$465K -$781K -3,059 -63%
CWA
756
Clarity Wealth Advisors
California
$462K -$6.13K -24 -1%
BAM
757
Blueshift Asset Management
New Jersey
$456K -$796K -3,116 -64%
HWAM
758
Hennion & Walsh Asset Management
New Jersey
$455K +$72.8K +285 +19%
IAN
759
Integrated Advisors Network
Texas
$448K -$12.5K -49 -3%
FAFN
760
First Affirmative Financial Network
Colorado
$446K -$10.7K -42 -2%
AWA
761
Aaron Wealth Advisors
Illinois
$442K -$38.8K -152 -8%
HNB
762
Huntington National Bank
Ohio
$441K +$148K +579 +51%
CWP
763
Concord Wealth Partners
Virginia
$441K -$14.6K -57 -3%
CGIM
764
Capital Group Investment Management
Singapore
$441K – – –
FFN
765
Focus Financial Network
Minnesota
$440K +$12.8K +50 +3%
SAM
766
Smartleaf Asset Management
Massachusetts
$437K +$192K +751 +82%
BL
767
Balentine LLC
Georgia
$436K +$112K +440 +35%
WT
768
Whittier Trust
California
$433K -$76.9K -301 -15%
WA
769
Waverly Advisors
Alabama
$432K +$428K +1,676 New
GAM
770
Gemmer Asset Management
California
$430K – – –
LSAG
771
Lake Street Advisors Group
New Hampshire
$428K +$89.4K +350 +27%
MA
772
MJP Associates
Connecticut
$427K -$5.62K -22 -1%
HIA
773
Harbor Investment Advisory
Maryland
$424K +$380K +1,486 +953%
LA
774
Legacy Advisors
Pennsylvania
$421K +$255 +1 +0.1%
MOS
775
MGO One Seven
Ohio
$420K -$49.8K -195 -11%
29 30
31
32 33