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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
601
Ritholtz Wealth Management
New York
$775K +$213K +702 +46%
BTWM
602
Baker Tilly Wealth Management
Wisconsin
$772K +$78.5K +259 +13%
EI
603
Ethic Inc
New York
$761K -$51.5K -170 -7%
RIA
604
Regal Investment Advisors
Michigan
$758K +$663K +2,188 New
AWM
605
Absher Wealth Management
North Carolina
$754K +$70.6K +233 +12%
FHB
606
First Hawaiian Bank
Hawaii
$753K +$67.6K +223 +11%
PA
607
Parallel Advisors
California
$751K +$59.7K +197 +10%
EMG
608
ETF Managers Group
New Jersey
$742K +$650K +2,147 New
FLPIM
609
F.L. Putnam Investment Management
Massachusetts
$741K +$282K +930 +77%
HWA
610
Heritage Wealth Advisors
Virginia
$735K -$18.2K -60 -3%
JMFC
611
J.M. Forbes & Co
Massachusetts
$733K -$1.51K -5 -0.2%
HSA
612
HBK Sorce Advisory
Pennsylvania
$732K +$92.1K +304 +17%
GT
613
Greenleaf Trust
Michigan
$728K -$55.1K -182 -8%
LFM
614
Lumina Fund Management
New York
$727K -$303K -1,000 -32%
MCA
615
Mercer Capital Advisers
New Jersey
$727K +$454K +1,500 +250%
MPPW
616
Mitchell & Pahl Private Wealth
Oklahoma
$716K -$5.76K -19 -0.9%
JIC
617
Johnson Investment Counsel
Ohio
$714K -$14.2K -47 -2%
SPIA
618
Steward Partners Investment Advisory
New York
$710K -$218K -718 -26%
HWAM
619
Hennion & Walsh Asset Management
New Jersey
$698K -$102K -338 -14%
GIA
620
Gladstone Institutional Advisory
Florida
$692K +$605K +1,997 New
IWP
621
Icon Wealth Partners
Texas
$690K -$126K -416 -17%
FL
622
Fort LP
Maryland
$686K -$371K -1,226 -38%
ESCM
623
Echo Street Capital Management
New York
$662K -$199K -658 -26%
FP
624
Factorial Partners
New York
$658K -$2.21M -7,300 -79%
BC
625
Brookfield Corp
Ontario, Canada
$653K +$571K +1,885 New