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Name Holding Trade Value Shares
Change
Change in
Stake
CG
526
Caprock Group
Idaho
$596K -$53.6K -161 -9%
GWM
527
Geneos Wealth Management
Colorado
$586K -$285K -857 -36%
CF
528
Centaurus Financial
California
$586K +$321K +965 +176%
BAAM
529
Baker Avenue Asset Management
California
$585K +$666 +2 +0.1%
MA
530
Montag & Associates
Georgia
$581K – – –
MYLI
531
Meiji Yasuda Life Insurance
Japan
$581K +$60.6K +182 +14%
KeyBank National Association
532
KeyBank National Association
Ohio
$569K +$10.7K +32 +2%
FA
533
FDx Advisors
Illinois
$569K +$197K +593 +68%
DACS
534
Dymon Asia Capital (Singapore)
Singapore
$567K +$488K +1,465 New
QT
535
Quantamental Technologies
New York
$563K +$485K +1,455 New
BG
536
Benedetti & Gucer
Georgia
$562K -$292K -876 -38%
TWM
537
Triton Wealth Management
Arizona
$559K -$14.7K -44 -3%
JIC
538
Joel Isaacson & Co
New York
$549K -$103K -310 -18%
AWA
539
Arkadios Wealth Advisors
Georgia
$549K -$20K -60 -4%
AWE
540
Avidian Wealth Enterprises
Texas
$548K -$62.6K -188 -12%
GAM
541
Griffin Asset Management
New York
$546K -$19.3K -58 -4%
MIM
542
Moseley Investment Management
Florida
$538K -$9.66K -29 -2%
CAGAS
543
Capital Advisory Group Advisory Services
Minnesota
$534K +$26.3K +79 +6%
SF
544
Synovus Financial
Georgia
$528K -$105K -316 -19%
MCC
545
Malaga Cove Capital
California
$522K +$8.33K +25 +2%
DT
546
Diversified Trust
Tennessee
$514K -$218K -655 -33%
BWP
547
Baldwin Wealth Partners
Massachusetts
$512K – – –
CGH
548
Crossmark Global Holdings
Texas
$511K – – –
BC
549
Belmont Capital
California
$505K – – –
PCA
550
Personal Capital Advisors
California
$501K +$103K +309 +31%