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Name Holding Trade Value Shares
Change
Change in
Stake
BCP
651
Blue Chip Partners
Michigan
$687K -$626K -1,914 -49%
SVWAG
652
Sound View Wealth Advisors Group
Georgia
$685K +$2.94K +9 +0.5%
JF
653
Jump Financial
Illinois
$680K -$4.79M -14,635 -88%
AWM
654
Apollon Wealth Management
South Carolina
$668K -$43.5K -133 -6%
CC
655
Chicago Capital
Illinois
$666K -$106K -325 -14%
SMA
656
Sage Mountain Advisors
Georgia
$665K +$146K +445 +30%
LAM
657
Lountzis Asset Management
Pennsylvania
$657K
RW
658
Rede Wealth
Virginia
$657K
PMFA
659
Plante Moran Financial Advisors
Michigan
$656K -$12.8K -39 -2%
VA
660
Vident Advisory
Georgia
$654K +$139K +424 +29%
AWS
661
Atria Wealth Solutions
New York
$648K +$29.8K +91 +5%
GRP
662
Global Retirement Partners
California
$647K +$3.6K +11 +0.6%
TFS
663
Thoroughbred Financial Services
Tennessee
$644K -$1.64K -5 -0.3%
LF
664
Lantz Financial
Illinois
$641K +$17K +52 +3%
BAM
665
Blueshift Asset Management
New Jersey
$640K +$605K +1,850 New
CAMG
666
CWA Asset Management Group
Florida
$640K +$605K +1,850 New
BC
667
Barrett & Company
Rhode Island
$638K
PAS
668
Park Avenue Securities
New York
$634K -$160K -490 -21%
BP
669
Ballentine Partners
Massachusetts
$627K +$52.3K +160 +10%
WTC
670
WhitTier Trust Company
Nevada
$623K
CIA
671
Capital Investment Advisors
Georgia
$622K +$2.29K +7 +0.4%
PWG
672
Portside Wealth Group
Utah
$617K +$56.9K +174 +11%
Kayne Anderson Rudnick Investment Management
673
Kayne Anderson Rudnick Investment Management
California
$615K -$1.06M -3,227 -64%
MIM
674
Martin Investment Management
Florida
$611K -$4.91K -15 -0.8%
RWM
675
Ritholtz Wealth Management
New York
$611K -$6.22K -19 -1%