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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Mission Wealth Management
California
$567K
LWAC
427
Laurel Wealth Advisors (California)
California
$564K
EI
428
Ethic Inc
New York
$564K +$98.9K +483 +16%
SS
429
Simplicity Solutions
Minnesota
$556K +$689K +3,367 New
CPA
430
Capital Planning Advisors
California
$551K +$11.3K +55 +2%
PAS
431
Park Avenue Securities
New York
$550K +$443K +2,166 +186%
RE
432
RBC Europe
United Kingdom
$541K
MHIC
433
Marble Harbor Investment Counsel
Massachusetts
$540K +$2.05K +10 +0.3%
HBT
434
Hills Bank & Trust
Iowa
$537K
Fiera Capital (Canada)
435
Fiera Capital (Canada)
Quebec, Canada
$533K +$36.4K +178 +6%
EFS
436
Essex Financial Services
Connecticut
$523K
HFAS
437
Hummer Financial Advisory Services
Illinois
$517K
KPW
438
Kore Private Wealth
New York
$515K +$8.6K +42 +1%
AL
439
Arnhold LLC
New York
$504K +$625K +3,054 New
HAG
440
HighPoint Advisor Group
Illinois
$503K -$13.7K -67 -2%
DSC
441
Duncker Streett & Co
Missouri
$501K
BCV
442
Banque Cantonale Vaudoise
Switzerland
$499K -$491K -2,400 -44%
O
443
Ossiam
France
$498K +$438K +2,139 +243%
KA
444
Kintegral Advisory
New York
$490K +$67.8K +331 +13%
NFG
445
Nations Financial Group
Iowa
$487K +$1.02K +5 +0.2%
QCG
446
Quadrant Capital Group
Ohio
$481K +$189K +921 +45%
PC
447
Plaisance Capital
Colorado
$479K +$594K +2,900 New
ML
448
McAdam LLC
Pennsylvania
$473K -$205 -1 -0%
FMWA
449
Forvis Mazars Wealth Advisors
Missouri
$473K +$587K +2,867 New
QI
450
QS Investors
New York
$472K -$30.9K -151 -5%