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Name Holding Trade Value Shares
Change
Change in
Stake
SignatureFD
526
SignatureFD
Georgia
$76.9K -$16.7K -348 -19%
TIM
527
Tortoise Investment Management
New York
$76.1K +$96 +2 +0.1%
Mather Group
528
Mather Group
Illinois
$73.9K – – –
CWP
529
Concord Wealth Partners
Virginia
$73K – – –
RF
530
Rossby Financial
Florida
$72.9K +$76.8K +1,601 New
CWM
531
Cranbrook Wealth Management
Michigan
$70.1K -$1.44K -30 -2%
CT
532
Colonial Trust
South Carolina
$69K – – –
SWA
533
SOA Wealth Advisors
New York
$68.3K +$192 +4 +0.3%
Brown Brothers Harriman & Co
534
Brown Brothers Harriman & Co
New York
$67.7K -$20.9K -435 -25%
CT
535
Caldwell Trust
Florida
$65.1K +$57.6K +1,200 +2,400%
Compagnie Lombard Odier SCmA
536
Compagnie Lombard Odier SCmA
Switzerland
$63.5K -$1.2K -25 -2%
IFP Advisors
537
IFP Advisors
Florida
$63K – – –
Kayne Anderson Rudnick Investment Management
538
Kayne Anderson Rudnick Investment Management
California
$61.4K +$240 +5 +0.4%
Harbour Investments
539
Harbour Investments
Wisconsin
$59.3K +$240 +5 +0.4%
CAM
540
Costello Asset Management
Pennsylvania
$58.7K +$54.1K +1,127 New
Parallel Advisors
541
Parallel Advisors
California
$58.5K -$5.71K -119 -10%
Geneos Wealth Management
542
Geneos Wealth Management
Colorado
$58.4K +$1.2K +25 +2%
PMFA
543
Plante Moran Financial Advisors
Michigan
$57.3K – – –
WAG
544
Wiser Advisor Group
Arizona
$56.3K -$163K -3,395 -76%
CoreCap Advisors
545
CoreCap Advisors
Michigan
$52.3K +$863 +18 +2%
SSB
546
Sandy Spring Bank
Maryland
$52.1K – – –
AF
547
Abound Financial
California
$52.1K +$48K +1,000 New
BDL
548
Banque de Luxembourg
Luxembourg
$52K -$863 -18 -2%
CIAM
549
Caitong International Asset Management
Hong Kong
$51.9K -$58.7K -1,223 -55%
ACA
550
Atlas Capital Advisors
Wyoming
$51.4K – – –