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Name Holding Trade Value Shares
Change
Change in
Stake
EP
576
Eudaimonia Partners
Tennessee
$460K -$890K -3,326 -65%
MWM
577
Mission Wealth Management
California
$456K +$49.2K +184 +12%
GFPC
578
Global Financial Private Client
Florida
$452K -$1.6K -6 -0.3%
AFM
579
Armstrong Fleming & Moore
District of Columbia
$446K
CIA
580
Choate Investment Advisors
Massachusetts
$443K +$114K +426 +33%
P
581
Pitcairn
Pennsylvania
$439K +$14.2K +53 +3%
AG
582
AIA Group
Hong Kong
$438K +$21.4K +80 +5%
DMBA
583
Deseret Mutual Benefit Administrators
Utah
$436K -$28.6K -107 -6%
MAS
584
Meeder Advisory Services
Ohio
$435K -$112K -417 -20%
IA
585
IFG Advisory
Georgia
$433K +$451K +1,686 New
MME
586
Meag Munich Ergo
Germany
$430K +$448K +1,675 New
FTDI
587
First Trust Direct Indexing
Massachusetts
$430K -$66.9K -250 -13%
AWM
588
AE Wealth Management
Kansas
$428K +$106K +398 +31%
SC
589
Syon Capital
California
$428K +$446K +1,666 New
TAM
590
Trust Asset Management
Texas
$427K
FHA
591
Flagship Harbor Advisors
Massachusetts
$427K +$34.8K +130 +8%
SFM
592
Systematic Financial Management
New Jersey
$427K +$5.35K +20 +1%
HWM
593
HB Wealth Management
Georgia
$427K +$51.9K +194 +13%
Bank Julius Baer & Co
594
Bank Julius Baer & Co
Switzerland
$426K -$113K -421 -20%
WBC
595
Westpac Banking Corp
Australia
$425K +$52.4K +196 +13%
RIA
596
Regal Investment Advisors
Michigan
$425K +$1.07K +4 +0.2%
WSCM
597
Wellington Shields Capital Management
New York
$425K -$40.7K -152 -8%
VCA
598
Verdence Capital Advisors
Maryland
$423K +$30K +112 +7%
CPIG
599
Chicago Partners Investment Group
Illinois
$418K +$13.4K +50 +3%
BCA
600
Bay Colony Advisors
Massachusetts
$416K +$433K +1,620 New