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Name Holding Trade Value Shares
Change
Change in
Stake
BP
726
BBR Partners
New York
$316K +$774 +3 +0.2%
VFA
727
Voya Financial Advisors
Connecticut
$315K -$4.39K -17 -1%
FLPIM
728
F.L. Putnam Investment Management
Massachusetts
$313K -$297K -1,150 -47%
CGL
729
Clarius Group LLC
Washington
$313K -$11.6K -45 -3%
FMBTD
730
First Midwest Bank Trust Division
Illinois
$312K -$31K -120 -9%
TI
731
Tidal Investments
Wisconsin
$311K +$117K +454 +56%
CAG
732
Csenge Advisory Group
Florida
$309K -$1.55K -6 -0.5%
HAG
733
HighPoint Advisor Group
Illinois
$309K +$25.5K +99 +9%
VFA
734
Valeo Financial Advisors
Indiana
$304K -$293K -1,134 -48%
FFA
735
Founders Financial Alliance
North Carolina
$304K +$317K +1,229 +24,580%
IAMOG
736
Investors Asset Management of Georgia
Georgia
$302K
HH
737
Hilltop Holdings
Texas
$301K +$317K +1,227 New
SW
738
SVB Wealth
Massachusetts
$300K -$160K -619 -34%
SAM
739
Silvercrest Asset Management
New York
$300K
WPA
740
Winning Points Advisors
Florida
$298K
PAS
741
Park Avenue Securities
New York
$298K -$192K -746 -38%
NGA
742
Naples Global Advisors
Florida
$296K
YWP
743
YorkBridge Wealth Partners
New York
$294K -$16.3K -63 -5%
FSA
744
Fort Sheridan Advisors
Illinois
$294K +$77.4K +300 +33%
PTP
745
Platform Technology Partners
New York
$293K -$4.9K -19 -2%
WJWM
746
Williams Jones Wealth Management
New York
$292K -$56.8K -220 -16%
IC
747
Intersect Capital
California
$292K +$308K +1,193 New
RWM
748
Ritholtz Wealth Management
New York
$291K -$27.1K -105 -8%
Vanguard Personalized Indexing Management
749
Vanguard Personalized Indexing Management
California
$290K +$36.4K +141 +14%
OWA
750
One Wealth Advisors
California
$289K -$24K -93 -7%