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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1026
KPP Advisory Services
Kentucky
$788K +$155K +827 +22%
TA
1027
TFG Advisers
Michigan
$787K -$8.8K -47 -1%
DWT
1028
Dorsey & Whitney Trust
South Dakota
$786K +$120K +641 +16%
HT
1029
Heritage Trust
Oklahoma
$784K -$19.5K -104 -2%
BOM
1030
Bank of Marin
California
$781K +$2.62K +14 +0.3%
SIG
1031
Sargent Investment Group
Maryland
$775K -$1.31K -7 -0.2%
PI
1032
PEAK6 Investments
Illinois
$770K +$852K +4,549 New
MA
1033
Mutual Advisors
Nebraska
$762K +$247K +1,320 +41%
HWM
1034
Hohimer Wealth Management
Washington
$761K +$20.6K +110 +3%
Edgewood Management
1035
Edgewood Management
Connecticut
$760K -$49.1K -262 -6%
FTWA
1036
Fifth Third Wealth Advisors
Ohio
$760K +$259K +1,383 +44%
IAS
1037
Insigneo Advisory Services
Florida
$760K +$225K +1,199 +36%
FAM
1038
Fred Alger Management
New York
$759K
MLA
1039
My Legacy Advisors
Oregon
$755K -$1.69K -9 -0.2%
RFN
1040
RDA Financial Network
Iowa
$754K +$287K +1,532 +52%
UAG
1041
United Advisor Group
Ohio
$751K +$831K +4,436 New
CK
1042
Cohen Klingenstein
New York
$750K
WAP
1043
Wealthcare Advisory Partners
Pennsylvania
$745K +$7.3K +39 +0.9%
LSA
1044
Leonteq Securities AG
Switzerland
$743K +$700K +3,737 +573%
VWM
1045
Venturi Wealth Management
Texas
$739K -$13.9K -74 -2%
NC
1046
NovaPoint Capital
Georgia
$738K +$144K +769 +21%
WG
1047
Winton Group
United Kingdom
$735K +$813K +4,343 New
WANY
1048
Wealthspire Advisors (New York)
New York
$735K -$84.7K -452 -9%
PFG
1049
Prosperity Financial Group
California
$734K +$17.4K +93 +2%
CCM
1050
Crew Capital Management
Ohio
$733K +$812K +4,333 New