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Name Holding Trade Value Shares
Change
Change in
Stake
EGA
926
E&G Advisors
Texas
$597K
VAG
927
VisionPoint Advisory Group
Texas
$596K +$14.1K +50 +2%
PP
928
PDS Planning
Ohio
$595K +$80K +283 +15%
CUAMC
929
China Universal Asset Management Company
China
$595K -$237K -840 -28%
MPWT
930
MassMutual Private Wealth & Trust
Connecticut
$595K -$18.6K -66 -3%
WANY
931
Wealthspire Advisors (New York)
New York
$595K +$169K +598 +38%
GM
932
GeoWealth Management
Illinois
$594K -$165K -585 -21%
LP
933
LMR Partners
United Kingdom
$594K +$608K +2,153 New
FRA
934
Frank Rimerman Advisors
California
$591K +$54.5K +193 +10%
MF
935
Manchester Financial
California
$591K
EI
936
Ellevest Inc
New York
$590K +$16.7K +59 +3%
HIP
937
HUB Investment Partners
Texas
$590K +$70.9K +251 +13%
NFG
938
Nations Financial Group
Iowa
$589K
MFIM
939
Mesirow Financial Investment Management
Illinois
$589K -$1.98K -7 -0.3%
IA
940
IFC Advisors
California
$583K +$22.3K +79 +4%
ST
941
Somerset Trust
Pennsylvania
$581K +$8.47K +30 +1%
CS
942
Cannell & Spears
New York
$581K -$95.8K -339 -14%
WDA
943
Wendell David Associates
New Hampshire
$579K -$60.7K -215 -9%
VWA
944
Visionary Wealth Advisors
Illinois
$577K -$147K -521 -20%
1C
945
111 Capital
France
$575K +$589K +2,084 New
AWM
946
Aprio Wealth Management
Georgia
$574K +$91.8K +325 +18%
ATPW
947
Ashton Thomas Private Wealth
Arizona
$572K -$388K -1,374 -40%
AIM
948
Alhambra Investment Management
Florida
$571K
LCS
949
Levin Capital Strategies
New York
$571K
FFN
950
Focus Financial Network
Minnesota
$567K -$63.6K -225 -10%