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Name Holding Trade Value Shares
Change
Change in
Stake
M
951
Mirova
France
$459K -$469K -1,800 -52%
HPM
952
Hudson Portfolio Management
New York
$458K
AA
953
AlphaCentric Advisors
Puerto Rico
$458K +$99K +380 +30%
AFG
954
AFS Financial Group
Maryland
$454K +$32.8K +126 +8%
VAS
955
Vestmark Advisory Solutions
Massachusetts
$453K +$77.1K +296 +22%
TIMH
956
Tilt Investment Management Holdings
New York
$453K
Wealth Enhancement Advisory Services
957
Wealth Enhancement Advisory Services
Minnesota
$450K +$102K +391 +32%
PWPS
958
Pinnacle Wealth Planning Services
Ohio
$447K -$1.3K -5 -0.3%
MWPCG
959
Measured Wealth Private Client Group
New Hampshire
$447K +$3.91K +15 +1%
LBC
960
Lowe Brockenbrough & Co
Virginia
$446K
NP
961
NorthRock Partners
Minnesota
$445K -$13.5K -52 -3%
GL
962
Graypoint LLC
New York
$443K +$81.5K +313 +25%
CIA
963
Choate Investment Advisors
Massachusetts
$437K +$2.08K +8 +0.5%
DF
964
Donoghue Forlines
Massachusetts
$436K +$404K +1,553 New
PA
965
PFG Advisors
Arizona
$435K +$29.7K +114 +8%
BG
966
Bahl & Gaynor
Ohio
$434K -$521 -2 -0.1%
SVWAG
967
Sound View Wealth Advisors Group
Georgia
$430K -$8.85K -34 -2%
CC
968
Chicago Capital
Illinois
$430K
PAS
969
Professional Advisory Services
Florida
$428K
MC
970
Middleton & Co
Massachusetts
$428K
ET
971
Equitable Trust
Tennessee
$427K
RA
972
RFG Advisory
Alabama
$426K -$11.2K -43 -3%
EH
973
Equitable Holdings
New York
$425K +$14.1K +54 +4%
SWA
974
Stratos Wealth Advisors
Ohio
$423K +$260 +1 +0.1%
WBG
975
Wharton Business Group
Pennsylvania
$421K