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Name Holding Trade Value Shares
Change
Change in
Stake
WT
876
Washington Trust
Rhode Island
$651K
CYG
877
Clean Yield Group
Vermont
$649K
Lazard Asset Management
878
Lazard Asset Management
New York
$648K +$437K +3,970 +208%
BWM
879
Biltmore Wealth Management
Arizona
$646K
IA
880
Inspire Advisors
Idaho
$639K +$16.9K +153 +3%
SL
881
Summitry LLC
California
$639K +$639K +5,799 New
PL
882
Plancorp LLC
Missouri
$637K +$3.08K +28 +0.5%
SAM
883
Smartleaf Asset Management
Massachusetts
$636K +$79.8K +724 +14%
QFA
884
Quantum Financial Advisors
California
$634K +$633K +5,745 New
SMC
885
Smith, Moore & Co
Missouri
$633K -$17.5K -159 -3%
SW
886
SkyOak Wealth
Michigan
$624K
TAM
887
Trust Asset Management
Texas
$617K -$24.2K -220 -4%
OL
888
one8zero8 LLC
North Carolina
$614K -$110K -1,000 -15%
ZCP
889
Z3 Capital Partners
Virginia
$611K +$610K +5,537 New
SC
890
Sepio Capital
Utah
$608K +$607K +5,511 New
WCA
891
Westover Capital Advisors
Delaware
$606K
FCFC
892
First Citizens Financial Corp
Iowa
$601K
HWMG
893
Hurlow Wealth Management Group
Indiana
$601K -$56K -508 -9%
RCM
894
RNC Capital Management
California
$595K
PTB
895
Pioneer Trust Bank
Oregon
$594K
GM
896
GeoWealth Management
Illinois
$594K +$14.7K +133 +3%
SCA
897
Snowden Capital Advisors
New York
$593K -$67.2K -610 -10%
CWM
898
Collaborative Wealth Management
Florida
$591K +$771 +7 +0.1%
MP
899
Moment Partners
California
$590K -$77.7K -705 -12%
GXJ
900
Global X Japan
Japan
$590K -$70.1K -636 -11%