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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
726
Ropes Wealth Advisors
Massachusetts
$573K -$21.2K -88 -3%
PFS
727
Prospera Financial Services
Texas
$570K +$28.5K +118 +5%
EI
728
Ethic Inc
New York
$570K +$40.3K +167 +7%
BBNB
729
Baker Boyer National Bank
Washington
$567K +$1.45K +6 +0.2%
HH
730
Hilltop Holdings
Texas
$561K +$58.9K +244 +11%
ECM
731
Evergreen Capital Management
Washington
$552K -$106K -438 -15%
FFBTD
732
First Financial Bank - Trust Division
Ohio
$552K -$38.6K -160 -6%
KWM
733
Kingsview Wealth Management
Oregon
$551K +$35.7K +148 +7%
EF
734
Empowered Funds
Pennsylvania
$549K +$140K +578 +32%
BHC
735
Bowen Hanes & Co
Florida
$548K
HIIFS
736
Harel Insurance Investments & Financial Services
Israel
$548K -$56.3K -233 -9%
IFWM
737
Institute for Wealth Management
Colorado
$545K -$2.42K -10 -0.4%
JCM
738
J2 Capital Management
Michigan
$543K -$3.38K -14 -0.6%
CT
739
Coastline Trust
Rhode Island
$542K -$197K -816 -26%
QC
740
Quadrature Capital
United Kingdom
$541K -$4.92M -20,369 -90%
CA
741
CoreCap Advisors
Michigan
$539K -$46.8K -194 -8%
SEC
742
Seven Eight Capital
New York
$534K +$565K +2,339 New
SC
743
Syon Capital
California
$533K +$563K +2,333 New
EWA
744
EP Wealth Advisors
California
$533K -$561K -2,323 -50%
WR
745
WD Rutherford
Oregon
$533K
MA
746
MONECO Advisors
Connecticut
$531K +$31.6K +131 +6%
IA
747
IFP Advisors
Florida
$529K -$741K -3,067 -57%
EFMC
748
Empire Financial Management Company
New York
$524K -$19.6K -81 -3%
Bank Julius Baer & Co
749
Bank Julius Baer & Co
Switzerland
$522K -$287K -1,188 -34%
HBT
750
Heartland Bank & Trust
Illinois
$519K -$1.45K -6 -0.3%