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Name Holding Trade Value Shares
Change
Change in
Stake
PP
451
Prudential plc
United Kingdom
$404K +$409K +4,209 New
HAG
452
HighPoint Advisor Group
Illinois
$401K -$97 -1 -0%
RA
453
RFG Advisory
Alabama
$400K +$23.7K +244 +6%
LWA
454
Lowe Wealth Advisors
Maryland
$397K
PAS
455
Park Avenue Securities
New York
$391K -$207K -2,129 -34%
CAM
456
Cresset Asset Management
Illinois
$389K -$37.9K -390 -9%
I
457
InvesTrust
Oklahoma
$385K
LFG
458
Larson Financial Group
Missouri
$383K -$10K -103 -3%
PWMG
459
Pinnacle Wealth Management Group
Michigan
$380K +$384K +3,956 New
William Blair & Company
460
William Blair & Company
Illinois
$379K +$8.25K +85 +2%
GT
461
Greenleaf Trust
Michigan
$376K -$58.2K -599 -13%
KWM
462
Kingsview Wealth Management
Oregon
$361K -$2.43K -25 -0.7%
VT
463
Vise Technologies
New York
$357K +$361K +3,717 New
EWM
464
Evercore Wealth Management
New York
$352K +$6.8K +70 +2%
LWM
465
LongView Wealth Management
Georgia
$352K +$2.62K +27 +0.7%
IWM
466
IHT Wealth Management
Illinois
$351K -$1.07K -11 -0.3%
FIM
467
Freedom Investment Management
Connecticut
$349K -$22K -227 -6%
PVI
468
Pine Valley Investments
New Jersey
$348K +$3.2K +33 +0.9%
PCA
469
Prosperity Capital Advisors
Ohio
$344K +$348K +3,583 New
BPA
470
Beacon Pointe Advisors
California
$341K -$4.76K -49 -1%
BAMG
471
Brand Asset Management Group
Missouri
$341K
EWM
472
Empirical Wealth Management
Washington
$340K -$83.7K -862 -20%
AWM
473
AE Wealth Management
Kansas
$337K +$29.7K +306 +10%
EWA
474
EP Wealth Advisors
California
$337K +$61.8K +637 +22%
PAM
475
Panagora Asset Management
Massachusetts
$326K +$109K +1,119 +49%