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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
626
Argent Trust Co
Tennessee
$730K +$353K +1,767 +88%
KPWS
627
Kestra Private Wealth Services
Texas
$727K -$4.2K -21 -0.6%
AO
628
Advisor OS
Illinois
$722K +$276K +1,380 +59%
MWM
629
Mission Wealth Management
California
$717K -$600 -3 -0.1%
IGWM
630
ICA Group Wealth Management
Colorado
$716K – – –
OPS
631
Orion Portfolio Solutions
Nebraska
$714K +$111K +557 +18%
BLC
632
Brown, Lisle/Cummings
Rhode Island
$713K – – –
SC
633
Savant Capital
Illinois
$705K +$57.4K +287 +9%
JC
634
JB Capital
Connecticut
$704K +$67.4K +337 +10%
AAS
635
Avantax Advisory Services
Texas
$703K +$87.6K +438 +14%
BBHC
636
Brown Brothers Harriman & Co
New York
$702K +$22.2K +111 +3%
FPF
637
First Pacific Financial
Washington
$699K +$18K +90 +3%
RIA
638
Realta Investment Advisors
Delaware
$698K +$73.2K +366 +11%
CT
639
Coastline Trust
Rhode Island
$696K – – –
AAM
640
Arabesque Asset Management
United Kingdom
$691K – – –
SOAMC
641
Spirit of America Management Corp
New York
$687K – – –
AG
642
AIA Group
Hong Kong
$683K +$223K +1,113 +46%
RMC
643
Resources Management Corp
Connecticut
$677K +$17.2K +86 +3%
Alyeska Investment Group
644
Alyeska Investment Group
Illinois
$677K +$380K +1,899 +119%
RIM
645
Redpoint Investment Management
Australia
$674K – – –
RT
646
Rockland Trust
Massachusetts
$669K +$195K +977 +39%
SFG
647
SevenBridge Financial Group
Pennsylvania
$667K -$28.4K -142 -4%
HIIFS
648
Harel Insurance Investments & Financial Services
Israel
$665K +$455K +2,278 +197%
Rockefeller Capital Management
649
Rockefeller Capital Management
New York
$663K -$1.08M -5,409 -61%
PT
650
Plimoth Trust
Massachusetts
$663K +$23.2K +116 +4%