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Name Holding Trade Value Shares
Change
Change in
Stake
UB
551
UMB Bank
Missouri
$594K -$96.2K -617 -12%
SFG
552
SevenBridge Financial Group
Pennsylvania
$590K +$61.3K +393 +10%
CI
553
Cigna Investments
Connecticut
$586K +$46.8K +300 +7%
GIA
554
GHP Investment Advisors
Colorado
$585K -$58.5K -375 -8%
SJIM
555
St. Johns Investment Management
Florida
$583K +$21.5K +138 +3%
IP
556
Intellectus Partners
California
$582K -$192K -1,231 -22%
SWP
557
Stratos Wealth Partners
Ohio
$580K +$146K +938 +28%
SP
558
Symmetry Partners
Connecticut
$577K +$59.4K +381 +10%
AUB
559
Atlantic Union Bankshares
Virginia
$575K +$21.8K +140 +3%
IPW
560
Inlet Private Wealth
Florida
$571K
FAN
561
Financial Advisors Network
California
$564K -$7.95K -51 -1%
RIG
562
Roosevelt Investment Group
New York
$555K -$16.7K -107 -3%
BRWA
563
B. Riley Wealth Advisors
Florida
$539K -$1.06M -6,810 -63%
PA
564
Parallel Advisors
California
$535K -$29.8K -191 -5%
V
565
Veritable
Delaware
$530K +$13.7K +88 +2%
IAA
566
Independent Advisor Alliance
North Carolina
$528K -$22.8K -146 -4%
AW
567
Alpha Windward
Massachusetts
$528K +$434K +2,786 +249%
Impax Asset Management Group
568
Impax Asset Management Group
United Kingdom
$524K +$95.7K +614 +19%
EM
569
ELCO Management
New York
$522K -$3.43K -22 -0.6%
GT
570
Greenleaf Trust
Michigan
$520K +$324K +2,075 +117%
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$515K
ECM
572
ExodusPoint Capital Management
New York
$512K -$1.91M -12,243 -76%
NFG
573
Next Financial Group
Texas
$510K -$567K -3,636 -49%
MWM
574
Mission Wealth Management
California
$509K -$218K -1,396 -27%
VAS
575
Vestmark Advisory Solutions
Massachusetts
$504K +$581K +3,726 New