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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
576
Richwood Investment Advisors
Ohio
$427K -$20.4K -125 -6%
ACM
577
Aljian Capital Management
Nevada
$425K
OIM
578
Oracle Investment Management
Connecticut
$424K
ML
579
McAdam LLC
Pennsylvania
$424K +$394K +2,410 New
PCS
580
Personal CFO Solutions
New Jersey
$423K -$5.72K -35 -1%
EWA
581
EverSource Wealth Advisors
Alabama
$422K +$24.7K +151 +7%
AssetMark Inc
582
AssetMark Inc
California
$421K +$52.4K +321 +15%
CL
583
Choreo LLC
Illinois
$419K -$10.9K -67 -3%
PP
584
PDT Partners
New York
$413K
PJWM
585
Philip James Wealth Mangement
Georgia
$410K +$29.7K +182 +8%
SCP
586
Sivia Capital Partners
California
$407K +$2.78K +17 +0.7%
Fayez Sarofim & Co
587
Fayez Sarofim & Co
Texas
$405K
SACTSONJ
588
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$405K
HCA
589
Harbor Capital Advisors
Illinois
$404K -$653 -4 -0.2%
AWM
590
Axxcess Wealth Management
California
$401K +$373K +2,281 New
AG
591
AIA Group
Hong Kong
$400K -$3.25M -19,886 -90%
CRI
592
Colonial River Investments
Virginia
$400K +$371K +2,273 New
BFIM
593
Beese Fulmer Investment Management
Ohio
$400K +$371K +2,272 New
MOS
594
MGO One Seven
Ohio
$396K +$368K +2,251 New
CA
595
Clearstead Advisors
Ohio
$396K +$122K +747 +50%
PFS
596
Prospera Financial Services
Texas
$394K +$366K +2,240 New
Parallax Volatility Advisers
597
Parallax Volatility Advisers
California
$394K +$365K +2,237 New
TG
598
TCW Group
California
$392K +$364K +2,226 New
EWM
599
Empirical Wealth Management
Washington
$390K +$123K +753 +51%
CAG
600
Crestwood Advisors Group
Massachusetts
$386K +$60.9K +373 +20%