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Name Holding Trade Value Shares
Change
Change in
Stake
GC
501
Grimes & Company
Massachusetts
$1.05M +$237K +2,631 +30%
BCM
502
BlueCrest Capital Management
Jersey
$1.03M +$1.01M +11,226 New
Mercer Global Advisors
503
Mercer Global Advisors
Colorado
$1.03M +$84.6K +939 +9%
BCA
504
Bay Colony Advisors
Massachusetts
$1.01M +$265K +2,939 +36%
N
505
Natixis
France
$1.01M +$10.6K +118 +1%
PCG
506
Prosperity Consulting Group
Maryland
$992K +$90K +1,000 +10%
HJIM
507
Henry James International Management
New York
$991K -$301K -3,341 -24%
MMA
508
Miracle Mile Advisors
California
$974K -$132K -1,463 -12%
WA
509
Waverly Advisors
Alabama
$973K +$513K +5,699 +116%
HNB
510
Huntington National Bank
Ohio
$967K -$49.2K -546 -5%
IWC
511
Integrated Wealth Concepts
Massachusetts
$965K +$277K +3,073 +41%
EWA
512
EP Wealth Advisors
California
$962K +$947K +10,518 New
DAS
513
Diversify Advisory Services
Utah
$955K +$219K +2,427 +42%
BONST
514
Bank of Nova Scotia Trust
Ontario, Canada
$952K -$19.4K -215 -2%
JF
515
Joule Financial
Kentucky
$949K -$76.6K -851 -8%
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$948K +$94.6K +1,050 +11%
VWM
517
Vigilare Wealth Management
Arizona
$936K -$284K -3,158 -24%
NF
518
Nikulski Financial
Iowa
$930K +$915K +10,160 New
CA
519
Clearstead Advisors
Ohio
$929K +$7.65K +85 +0.8%
SC
520
Saturna Capital
Washington
$923K +$44.9K +499 +5%
CWA
521
CM Wealth Advisors
Ohio
$915K +$900K +10,000 New
PA
522
Parallel Advisors
California
$909K -$185K -2,056 -17%
MWM
523
MGB Wealth Management
Texas
$908K +$180 +2 +0%
SWM
524
Spire Wealth Management
Virginia
$908K -$50.8K -564 -5%
FCM
525
FirstWave Capital Management
Florida
$898K +$884K +9,816 New