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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
851
EARNEST Partners
Georgia
$508K -$3.28K -40 -0.7%
SW
852
SkyOak Wealth
Michigan
$508K
HIC
853
Hartline Investment Corp
Illinois
$506K -$905K -11,045 -65%
BCA
854
Bay Colony Advisors
Massachusetts
$506K +$6.64K +81 +1%
GL
855
Graypoint LLC
New York
$504K +$1.31K +16 +0.3%
IWN
856
Independent Wealth Network
Iowa
$504K -$14.4K -176 -3%
ClearBridge Investments
857
ClearBridge Investments
New York
$503K
GWM
858
Gitterman Wealth Management
New Jersey
$501K +$479K +5,840 New
FRA
859
Frank Rimerman Advisors
California
$500K
SCA
860
Snowden Capital Advisors
New York
$498K -$38.2K -466 -7%
FHB
861
First Hawaiian Bank
Hawaii
$498K -$16.4K -200 -3%
CAM
862
Creekmur Asset Management
Illinois
$493K +$467K +5,692 +10,946%
APP
863
Avantax Planning Partners
Iowa
$492K +$23.2K +283 +5%
ATPW
864
Ashton Thomas Private Wealth
Arizona
$491K -$310K -3,784 -40%
BWM
865
Biltmore Wealth Management
Arizona
$489K
MIM
866
MTM Investment Management
South Carolina
$489K +$2.79K +34 +0.6%
HH
867
Hilltop Holdings
Texas
$488K
AWA
868
Adapt Wealth Advisors
Georgia
$487K +$465K +5,673 New
BPFA
869
Barnes Pettey Financial Advisors
Mississippi
$487K
CYG
870
Clean Yield Group
Vermont
$486K
SAM
871
Secure Asset Management
Michigan
$484K -$37.5K -457 -7%
IAS
872
Investment Advisory Services
Texas
$483K +$492 +6 +0.1%
CA
873
Clearstead Advisors
Ohio
$478K -$3.44K -42 -0.7%
VDI
874
Vaughan David Investments
Illinois
$476K
PL
875
Plancorp LLC
Missouri
$475K +$5.58K +68 +1%