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Name Holding Trade Value Shares
Change
Change in
Stake
HB Wealth Management
601
HB Wealth Management
Georgia
$681K +$47.1K +145 +8%
ExodusPoint Capital Management
602
ExodusPoint Capital Management
New York
$677K -$2.03M -6,239 -76%
SignatureFD
603
SignatureFD
Georgia
$676K +$8.12K +25 +1%
Advisory Services Network
604
Advisory Services Network
Georgia
$673K -$8.12K -25 -1%
PMFA
605
Plante Moran Financial Advisors
Michigan
$667K – – –
FBFS
606
First Business Financial Services
Wisconsin
$663K – – –
RW
607
Rede Wealth
Virginia
$655K – – –
Jefferies Financial Group
608
Jefferies Financial Group
New York
$653K -$12.9M -39,811 -95%
Capital Investment Advisors
609
Capital Investment Advisors
Georgia
$648K -$1.3K -4 -0.2%
WP
610
WMS Partners
Maryland
$647K +$325 +1 +0.1%
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$646K -$34.7K -107 -5%
KWM
612
KFG Wealth Management
Indiana
$645K -$130K -400 -18%
SageView Advisory Group
613
SageView Advisory Group
California
$633K +$81.5K +251 +16%
Ballentine Partners
614
Ballentine Partners
Massachusetts
$631K +$30.9K +95 +5%
AWAU
615
Alliance Wealth Advisors (Utah)
Utah
$628K +$26K +80 +5%
WhitTier Trust Company
616
WhitTier Trust Company
Nevada
$624K +$10.1K +31 +2%
LF
617
Lantz Financial
Illinois
$619K +$3.25K +10 +0.6%
Wedmont Private Capital
618
Wedmont Private Capital
Pennsylvania
$615K +$30.2K +93 +5%
LAM
619
Lountzis Asset Management
Pennsylvania
$612K – – –
Prospera Financial Services
620
Prospera Financial Services
Texas
$603K +$6.82K +21 +1%
YC
621
Yarbrough Capital
Tennessee
$603K – – –
HI
622
Hudock Inc
Pennsylvania
$600K +$219K +675 +63%
HFAS
623
Hummer Financial Advisory Services
Illinois
$598K -$455K -1,400 -45%
MAI Capital Management
624
MAI Capital Management
Ohio
$592K +$84.4K +260 +18%
BTWM
625
Baker Tilly Wealth Management
Wisconsin
$591K +$12K +37 +2%