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Name Holding Trade Value Shares
Change
Change in
Stake
Steward Partners Investment Advisory
401
Steward Partners Investment Advisory
New York
$446K +$64.4K +552 +18%
OF
402
Optimize Financial
California
$442K -$1.87K -16 -0.4%
SCA
403
Snowden Capital Advisors
New York
$428K -$9.81K -84 -2%
New York Life Investment Management
404
New York Life Investment Management
New York
$419K -$16.2K -139 -4%
Laird Norton Wetherby Wealth Management
405
Laird Norton Wetherby Wealth Management
California
$417K +$23.9K +205 +6%
Quadrant Capital Group
406
Quadrant Capital Group
Ohio
$410K +$7K +60 +2%
GWMR
407
GC Wealth Management RIA
Massachusetts
$409K +$394K +3,377 New
Eventide Asset Management
408
Eventide Asset Management
Massachusetts
$405K +$109K +937 +39%
CT
409
ClearAlpha Technologies
Connecticut
$396K +$382K +3,274 New
CI
410
Cigna Investments
Connecticut
$385K -$18.1K -155 -5%
VAG
411
VisionPoint Advisory Group
Texas
$380K +$69.9K +599 +24%
Cresset Asset Management
412
Cresset Asset Management
Illinois
$379K -$292K -2,499 -44%
EI
413
Ellevest Inc
New York
$379K +$56.6K +485 +18%
MMG
414
Monetary Management Group
Missouri
$371K – – –
Focus Partners Wealth
415
Focus Partners Wealth
Massachusetts
$371K +$368K +3,149 New
BCV
416
Banque Cantonale Vaudoise
Switzerland
$371K -$68.8K -589 -16%
Caprock Group
417
Caprock Group
Idaho
$367K +$346K +2,967 New
FC
418
Farringdon Capital
United Kingdom
$367K -$92.1K -789 -21%
Smartleaf Asset Management
419
Smartleaf Asset Management
Massachusetts
$367K +$14.1K +121 +4%
TPI
420
Trust Point Inc
Wisconsin
$363K – – –
CFS
421
Cannon Financial Strategists
Georgia
$363K – – –
Washington Trust
422
Washington Trust
Rhode Island
$363K – – –
WPP
423
Whalerock Point Partners
Rhode Island
$363K – – –
ESB
424
Essex Savings Bank
Connecticut
$362K -$5.84K -50 -2%
Integrated Wealth Concepts
425
Integrated Wealth Concepts
Massachusetts
$355K +$15.5K +133 +5%