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Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
601
M&R Capital Management
New Jersey
$632K -$38.4K -800 -6%
S
602
SimplyRich
California
$629K +$295K +6,153 +100%
EH
603
Employers Holdings
Nevada
$625K
RCAG
604
Rehmann Capital Advisory Group
Michigan
$623K -$2.69K -56 -0.5%
AUB
605
Atlantic Union Bankshares
Virginia
$622K -$4.8K -100 -0.8%
SAM
606
Sompo Asset Management
Japan
$617K -$276K -5,750 -32%
FCI
607
Financial Counselors Inc
Kansas
$615K -$46.7K -973 -7%
TPCW
608
TD Private Client Wealth
New York
$601K -$33.9K -706 -6%
RT
609
Rockland Trust
Massachusetts
$599K -$7.68K -160 -1%
FPWM
610
FSB Premier Wealth Management
Iowa
$590K -$2.03M -42,258 -79%
LIM
611
Longfellow Investment Management
Massachusetts
$589K -$82K -1,708 -13%
SAM
612
Smithbridge Asset Management
Pennsylvania
$589K +$24K +500 +5%
JIC
613
Joel Isaacson & Co
New York
$580K
ACWM
614
Adams Chetwood Wealth Management
North Carolina
$579K +$21.9K +457 +4%
FTDI
615
First Trust Direct Indexing
Massachusetts
$578K +$25.1K +523 +5%
MAFM
616
Mid Atlantic Financial Management
Pennsylvania
$577K -$39.4K -822 -7%
ACM
617
Argyle Capital Management
Pennsylvania
$574K -$38.4K -800 -7%
PAG
618
Private Advisor Group
New Jersey
$573K +$56.3K +1,174 +12%
CBFP
619
Cedar Brook Financial Partners
Ohio
$571K +$22.4K +466 +4%
FFN
620
Focus Financial Network
Minnesota
$555K +$521K +10,849 New
PWLP
621
Prio Wealth Limited Partnership
Massachusetts
$554K -$20.4K -425 -4%
CAAS
622
Capital Asset Advisory Services
Michigan
$542K +$508K +10,595 New
BFA
623
Bragg Financial Advisors
North Carolina
$541K -$41.4K -863 -8%
VFA
624
Voya Financial Advisors
Connecticut
$538K -$131K -2,726 -21%
BA
625
BCM Advisors
Louisiana
$534K