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Name Holding Trade Value Shares
Change
Change in
Stake
RI
676
Redwood Investments
Massachusetts
$344K – – –
ST
677
Sentinel Trust
Texas
$344K – – –
IFG
678
Independent Financial Group
California
$344K -$309K -462 -47%
BAM
679
Blueshift Asset Management
New Jersey
$342K -$1.16M -1,727 -77%
CA
680
Claro Advisors
Massachusetts
$340K – – –
HWM
681
HB Wealth Management
Georgia
$340K +$171K +255 +100%
GDP
682
Great Diamond Partners
Maine
$335K -$42.2K -63 -11%
WTA
683
Washington Trust Advisors
Massachusetts
$334K +$24.8K +37 +8%
EH
684
Equitable Holdings
New York
$334K +$126K +188 +60%
ER
685
Enlightenment Research
Florida
$334K +$335K +500 New
GA
686
Geller Advisors
New York
$333K – – –
CFG
687
Cooper Financial Group
California
$333K +$10.7K +16 +3%
DCM
688
DGS Capital Management
New Jersey
$330K -$92.4K -138 -22%
EWA
689
EP Wealth Advisors
California
$330K +$331K +494 New
MNBTD
690
Moody National Bank Trust Division
Texas
$327K -$20.1K -30 -6%
LNC
691
Lincoln National Corp
Pennsylvania
$327K +$32.8K +49 +11%
WCAMG
692
Woodard & Company Asset Management Group
North Carolina
$325K – – –
CCFM
693
Clear Creek Financial Management
Washington
$324K +$16.1K +24 +5%
GSEP
694
Golden State Equity Partners
California
$324K +$325K +485 New
AWA
695
Aaron Wealth Advisors
Illinois
$323K +$84.4K +126 +35%
IWM
696
IHT Wealth Management
Illinois
$321K +$4.02K +6 +1%
FBB
697
Fulton Breakefield Broenniman
Maryland
$321K +$322K +481 New
IFWM
698
Institute for Wealth Management
Colorado
$320K +$670 +1 +0.2%
EFSCE
699
Enterprise Financial Services Corp (EFSC)
Missouri
$320K +$50.9K +76 +19%
OPS
700
Orion Portfolio Solutions
Nebraska
$319K -$4.69K -7 -1%