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Arch Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
501
Wealth Enhancement Advisory Services
Minnesota
$777K -$44.6K -429 -6%
GRP
502
Global Retirement Partners
California
$775K +$65.1K +626 +10%
NRS
503
Neville Rodie & Shaw
New York
$775K
SS
504
Sunbelt Securities
Texas
$754K +$8.74K +84 +1%
DWM
505
Dakota Wealth Management
Florida
$739K -$14.1K -136 -2%
AO
506
Advisor OS
Illinois
$736K +$39.4K +379 +6%
BHIA
507
Birch Hill Investment Advisors
Massachusetts
$733K
HFS
508
Hantz Financial Services
Michigan
$728K -$25.7K -247 -4%
CIM
509
Contravisory Investment Management
Massachusetts
$728K +$21.2K +204 +3%
FA
510
FDx Advisors
Illinois
$725K -$30.1K -289 -4%
RCA
511
Resonant Capital Advisors
Wisconsin
$724K +$19.2K +185 +3%
RJT
512
Raymond James Trust
Florida
$714K +$71.2K +685 +12%
EFG
513
Everhart Financial Group
Ohio
$711K +$89.5K +861 +16%
CIBC Private Wealth Group
514
CIBC Private Wealth Group
Georgia
$710K +$129K +1,238 +24%
SFM
515
Systematic Financial Management
New Jersey
$705K
MCM
516
Monument Capital Management
Virginia
$705K
QWM
517
Quadcap Wealth Management
Texas
$697K -$7.18K -69 -1%
BC
518
Bridgefront Capital
Texas
$696K +$647K +6,225 New
VA
519
Vident Advisory
Georgia
$693K +$188K +1,809 +41%
AWM
520
Apollon Wealth Management
South Carolina
$683K +$150K +1,443 +31%
AAM
521
Aureus Asset Management
Massachusetts
$679K
CG
522
Caprock Group
Idaho
$674K -$9.57K -92 -2%
EWS
523
Eagle Wealth Strategies
New Jersey
$671K
PFA
524
Petra Financial Advisors
Colorado
$671K -$468K -4,499 -43%
JCM
525
Janney Capital Management
Pennsylvania
$669K -$172K -1,651 -22%