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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
651
Larson Financial Group
Missouri
$1M +$735K +7,804 +127%
UB
652
UMB Bank
Missouri
$994K -$193K -2,045 -13%
CG
653
Caprock Group
Idaho
$993K -$317K -3,363 -20%
DWA
654
Douglass Winthrop Advisors
New York
$988K -$1.2M -12,768 -48%
DWM
655
Diversify Wealth Management
Utah
$985K -$5.54M -58,810 -82%
DAS
656
Diversify Advisory Services
Utah
$985K +$1M +10,666 +498%
PCM
657
Pincus Capital Management
New York
$984K -$242K -2,568 -16%
CIA
658
Capital Investment Advisors
Georgia
$983K -$149K -1,578 -10%
EH
659
Equitable Holdings
New York
$978K -$2.24M -23,773 -64%
RWA
660
Roberts Wealth Advisors
California
$974K -$61.1K -649 -5%
ATC
661
Argent Trust Co
Tennessee
$967K -$166K -1,763 -12%
NMIMC
662
Northwestern Mutual Investment Management Company
Wisconsin
$966K -$6.12K -65 -0.5%
MFG
663
Merit Financial Group
Georgia
$952K +$105K +1,114 +9%
CWS
664
Confluence Wealth Services
Pennsylvania
$949K +$168K +1,788 +16%
PP
665
Prudential plc
United Kingdom
$947K +$223K +2,373 +22%
NDSIB
666
North Dakota State Investment Board
North Dakota
$942K +$17.2K +183 +1%
PP
667
Patten & Patten
Tennessee
$934K -$97K -1,030 -7%
LT
668
Legacy Trust
Michigan
$924K -$40.3K -428 -3%
SC
669
Savant Capital
Illinois
$919K +$441K +4,680 +90%
SPC
670
Sigma Planning Corp
Michigan
$912K +$295K +3,131 +33%
MSA
671
MUFG Securities Americas
New York
$907K +$89.2K +947 +8%
HTC
672
Haverford Trust Company
Pennsylvania
$905K -$247K -2,627 -17%
GXJ
673
Global X Japan
Japan
$904K +$1.18M +12,584 New
CFO
674
Callan Family Office
Pennsylvania
$900K -$862K -9,157 -42%
S
675
Storgate
Texas
$898K +$1.18M +12,494 New