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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
676
McLean Asset Management
Virginia
$349K
B
677
Bellecapital
Switzerland
$347K +$348K +520 New
RI
678
Redwood Investments
Massachusetts
$344K
ST
679
Sentinel Trust
Texas
$344K
IFG
680
Independent Financial Group
California
$344K -$309K -462 -47%
BAM
681
Blueshift Asset Management
New Jersey
$342K -$1.16M -1,727 -77%
CA
682
Claro Advisors
Massachusetts
$340K
HWM
683
HB Wealth Management
Georgia
$340K +$171K +255 +100%
GDP
684
Great Diamond Partners
Maine
$335K -$42.2K -63 -11%
WTA
685
Washington Trust Advisors
Massachusetts
$334K +$24.8K +37 +8%
EH
686
Equitable Holdings
New York
$334K +$126K +188 +60%
ER
687
Enlightenment Research
Florida
$334K +$335K +500 New
GA
688
Geller Advisors
New York
$333K
CFG
689
Cooper Financial Group
California
$333K +$10.7K +16 +3%
DCM
690
DGS Capital Management
New Jersey
$330K -$92.4K -138 -22%
EWA
691
EP Wealth Advisors
California
$330K +$331K +494 New
MNBTD
692
Moody National Bank Trust Division
Texas
$327K -$20.1K -30 -6%
LNC
693
Lincoln National Corp
Pennsylvania
$327K +$32.8K +49 +11%
WCAMG
694
Woodard & Company Asset Management Group
North Carolina
$325K
CCFM
695
Clear Creek Financial Management
Washington
$324K +$16.1K +24 +5%
GSEP
696
Golden State Equity Partners
California
$324K +$325K +485 New
IWM
697
IHT Wealth Management
Illinois
$321K +$4.02K +6 +1%
FBB
698
Fulton Breakefield Broenniman
Maryland
$321K +$322K +481 New
IFWM
699
Institute for Wealth Management
Colorado
$320K +$670 +1 +0.2%
EFSCE
700
Enterprise Financial Services Corp (EFSC)
Missouri
$320K +$50.9K +76 +19%