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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
676
Lountzis Asset Management
Pennsylvania
$678K
PW
677
PUREfi Wealth
Massachusetts
$677K +$81.9K +226 +14%
RW
678
Rede Wealth
Virginia
$677K
PMFA
679
Plante Moran Financial Advisors
Michigan
$676K
GCP
680
GSA Capital Partners
United Kingdom
$676K -$295K -814 -30%
GRP
681
Global Retirement Partners
California
$675K +$686K +1,892 New
WFI
682
West Family Investments
California
$670K +$149K +412 +28%
MMA
683
Miracle Mile Advisors
California
$669K -$76.4K -211 -10%
CIA
684
Capital Investment Advisors
Georgia
$658K -$26.8K -74 -4%
BC
685
Barrett & Company
Rhode Island
$658K
LJAC
686
L.J. Altfest & Co
New York
$657K +$42.4K +117 +7%
SBFM
687
S-Bank Fund Management
Finland
$653K +$663K +1,830 New
Envestnet Portfolio Solutions
688
Envestnet Portfolio Solutions
Illinois
$649K -$258K -712 -28%
COI
689
Connable Office Inc
Michigan
$643K -$48.6K -134 -7%
Acadian Asset Management
690
Acadian Asset Management
Massachusetts
$642K -$6.16M -16,993 -90%
AWA
691
Arkadios Wealth Advisors
Georgia
$641K +$58.3K +161 +10%
CT
692
Chicago Trust
Illinois
$636K -$7.25K -20 -1%
WTC
693
WhitTier Trust Company
Nevada
$636K
PWM
694
Perigon Wealth Management
California
$636K -$23.6K -65 -4%
SF
695
Synovus Financial
Georgia
$631K -$559K -1,542 -47%
WIA
696
Wealthedge Investment Advisors
New York
$630K
OWCM
697
One Wealth Capital Management
Arizona
$629K -$362 -1 -0.1%
AAP
698
Arax Advisory Partners
Colorado
$626K +$397K +1,097 +167%
VT
699
Vise Technologies
New York
$626K +$636K +1,754 New
TNB
700
Thomasville National Bank
Georgia
$625K