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Name Holding Trade Value Shares
Change
Change in
Stake
Saturna Capital
651
Saturna Capital
Washington
$688K – – –
BCP
652
Blue Chip Partners
Michigan
$687K -$626K -1,914 -49%
SVWAG
653
Sound View Wealth Advisors Group
Georgia
$685K +$2.94K +9 +0.5%
Jump Financial
654
Jump Financial
Illinois
$680K -$4.79M -14,635 -88%
Apollon Wealth Management
655
Apollon Wealth Management
South Carolina
$668K -$43.5K -133 -6%
Chicago Capital
656
Chicago Capital
Illinois
$666K -$106K -325 -14%
SMA
657
Sage Mountain Advisors
Georgia
$665K +$146K +445 +30%
LAM
658
Lountzis Asset Management
Pennsylvania
$657K – – –
RW
659
Rede Wealth
Virginia
$657K – – –
PMFA
660
Plante Moran Financial Advisors
Michigan
$656K -$12.8K -39 -2%
Vident Advisory
661
Vident Advisory
Georgia
$654K +$139K +424 +29%
Atria Wealth Solutions
662
Atria Wealth Solutions
New York
$648K +$29.8K +91 +5%
Global Retirement Partners
663
Global Retirement Partners
California
$647K +$3.6K +11 +0.6%
TFS
664
Thoroughbred Financial Services
Tennessee
$644K -$1.64K -5 -0.3%
LF
665
Lantz Financial
Illinois
$641K +$17K +52 +3%
BAM
666
Blueshift Asset Management
New Jersey
$640K +$605K +1,850 New
CWA Asset Management Group
667
CWA Asset Management Group
Florida
$640K +$605K +1,850 New
BC
668
Barrett & Company
Rhode Island
$638K – – –
Park Avenue Securities
669
Park Avenue Securities
New York
$634K -$160K -490 -21%
Ballentine Partners
670
Ballentine Partners
Massachusetts
$627K +$52.3K +160 +10%
WhitTier Trust Company
671
WhitTier Trust Company
Nevada
$623K – – –
Capital Investment Advisors
672
Capital Investment Advisors
Georgia
$622K +$2.29K +7 +0.4%
PWG
673
Portside Wealth Group
Utah
$617K +$56.9K +174 +11%
Kayne Anderson Rudnick Investment Management
674
Kayne Anderson Rudnick Investment Management
California
$615K -$1.06M -3,227 -64%
MIM
675
Martin Investment Management
Florida
$611K -$4.91K -15 -0.8%