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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
926
Independent Advisor Alliance
North Carolina
$1.17M +$264K +1,475 +26%
TSW
927
Three Seasons Wealth
Utah
$1.17M +$212K +1,183 +20%
CT
928
Coastline Trust
Rhode Island
$1.16M -$28.8K -161 -2%
CNBTD
929
Citizens National Bank Trust Department
Mississippi
$1.16M -$14.3K -80 -1%
IIM
930
INTECH Investment Management
Florida
$1.16M -$6.24M -34,865 -83%
RWPA
931
Richard W. Paul & Associates
Michigan
$1.16M +$71.2K +398 +6%
OCAM
932
Onex Canada Asset Management
Ontario, Canada
$1.16M -$509K -2,848 -29%
TPW
933
Transatlantique Private Wealth
New York
$1.15M
VCA
934
Verdence Capital Advisors
Maryland
$1.15M -$51.3K -287 -4%
LFAS
935
Level Four Advisory Services
Texas
$1.14M -$35.2K -197 -3%
EMCIP
936
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.13M +$1.24M +6,950 New
TCOO
937
Trust Company of Oklahoma
Oklahoma
$1.13M -$252K -1,409 -17%
CFO
938
Callan Family Office
Pennsylvania
$1.13M +$1.24M +6,917 New
KIA
939
Knollwood Investment Advisory
Maryland
$1.13M
CC
940
Commons Capital
Massachusetts
$1.12M +$35.6K +199 +3%
FAT
941
First American Trust
California
$1.12M -$147K -822 -11%
IAS
942
Investment Advisory Services
Texas
$1.1M -$20.2K -113 -2%
LAI
943
Legal Advantage Investments
California
$1.1M +$1.79K +10 +0.1%
BHPW
944
Beverly Hills Private Wealth
California
$1.09M +$85.8K +480 +8%
IWC
945
Integrated Wealth Concepts
Massachusetts
$1.09M -$108K -606 -8%
CC
946
Centiva Capital
New York
$1.09M +$1.19M +6,664 New
MSA
947
MUFG Securities Americas
New York
$1.09M +$1.19M +6,661 New
AFG
948
Atomi Financial Group
New York
$1.08M +$112K +626 +10%
ACA
949
Aptus Capital Advisors
Alabama
$1.08M +$378K +2,111 +47%
OQS
950
Occudo Quantitative Strategies
Florida
$1.07M +$1.18M +6,575 New