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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
576
Steward Financial Group
Texas
$2K +$2.73K +125 New
PMFA
577
Plante Moran Financial Advisors
Michigan
$1K -$3.95K -181 -72%
CCA
578
Column Capital Advisors
Indiana
$1K
HPC
579
HM Payson & Co
Maine
$1K
LWP
580
Laurel Wealth Planning
Minnesota
$1K
SIS
581
Sound Income Strategies
Florida
$1K
TFA
582
Toth Financial Advisory
Virginia
$1K
UFF
583
USA Financial Formulas
Michigan
$1K
VCM
584
Versant Capital Management
Arizona
$1K
TFA
585
Transamerica Financial Advisors
Florida
$1K +$22 +1 New
EW
586
Evoke Wealth
California
$1K +$196 +9 +16%
HCP
587
Hexagon Capital Partners
Arkansas
$1K +$742 +34 New
AW
588
Avion Wealth
Texas
$1K +$1.31K +60 New
RWM
589
Raffa Wealth Management
District of Columbia
$546
ACA
590
Atlas Capital Advisors
Wyoming
$378
FGAM
591
Financial Gravity Asset Management
Texas
$313 -$415 -19 -9%
BPC
592
Banque Pictet & Cie
Switzerland
$238 -$10.7K -492 -4%
WA
593
WestEnd Advisors
North Carolina
$147 +$153 +7 New
WIM
594
Westside Investment Management
California
$10
Parnassus Investments
595
Parnassus Investments
California
-$95.2M -3,698,870 Closed
CET
596
Clean Energy Transition
United Kingdom
-$31.8M -1,235,853 Closed
ACG
597
Aventail Capital Group
New York
-$10.5M -406,774 Closed
NRCM
598
Northern Right Capital Management
Connecticut
-$9.19M -357,267 Closed
BA
599
Bridgewater Associates
Connecticut
-$6.5M -252,542 Closed
4WM
600
44 Wealth Management
Oregon
-$6.05M -235,261 Closed