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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
651
Cerity Partners OCIO
New York
$411K +$142 +1 +0%
SWA
652
SFMG Wealth Advisors
Texas
$405K +$14.2K +100 +4%
RWP
653
Ridgecrest Wealth Partners
California
$404K -$14.2K -100 -3%
RA
654
RFG Advisory
Alabama
$402K +$1.84K +13 +0.5%
HWM
655
Horizon Wealth Management
Illinois
$401K +$142 +1 +0%
Wellington Management Group
656
Wellington Management Group
Massachusetts
$400K -$151K -1,061 -27%
GWCM
657
Godshalk Welsh Capital Management
Pennsylvania
$396K
IF
658
Intrua Financial
Texas
$395K +$90.7K +639 +29%
AFC
659
AFT Forsyth & Company
Florida
$395K
OPS
660
Orion Portfolio Solutions
Nebraska
$394K +$117K +822 +41%
WI
661
WrapManager Inc
California
$393K -$46.6K -328 -10%
CT
662
Chicago Trust
Illinois
$390K -$45.4K -320 -10%
TCMP
663
Thrive Capital Management (Pennsylvania)
Pennsylvania
$389K +$19.4K +137 +5%
WAAG
664
Wealth Alliance Advisory Group
Kansas
$386K +$99.4K +700 +34%
AA
665
Apriem Advisors
California
$386K +$284 +2 +0.1%
DAM
666
Diamant Asset Management
Connecticut
$386K
SC
667
Schulhoff & Co
Ohio
$386K
Verition Fund Management
668
Verition Fund Management
Connecticut
$385K -$508K -3,580 -57%
PTC
669
Private Trust Company
Ohio
$383K -$12.5K -88 -3%
EM
670
Excalibur Management
Massachusetts
$383K -$3.55K -25 -0.9%
AAM
671
Advisors Asset Management
Colorado
$382K -$603K -4,250 -61%
PWP
672
Principle Wealth Partners
Connecticut
$380K -$1.42K -10 -0.4%
Koshinski Asset Management
673
Koshinski Asset Management
Illinois
$380K +$73.8K +520 +24%
CSC
674
Caldwell Sutter Capital
California
$379K +$383K +2,700 New
PFO
675
Pathstone Family Office
New Jersey
$379K -$304K -2,144 -45%