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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
726
Evercore Wealth Management
New York
$683K -$7.21K -25 -1%
JWM
727
Jackson Wealth Management
Florida
$680K -$7.56M -26,240 -92%
CIA
728
Cape Investment Advisory
Georgia
$680K -$51.9K -180 -7%
CWG
729
Cornerstone Wealth Group
North Carolina
$677K -$11.8K -41 -2%
PP
730
PDS Planning
Ohio
$677K -$9.51K -33 -1%
BIM
731
Bridges Investment Management
Nebraska
$677K +$10.1K +35 +1%
PIM
732
Plato Investment Management
Australia
$675K -$221K -768 -24%
HI
733
Harbour Investments
Wisconsin
$672K -$111K -384 -14%
NW
734
NewEdge Wealth
Pennsylvania
$671K +$51.9K +180 +8%
DEA
735
DoubleLine ETF Adviser
Florida
$671K -$49K -170 -7%
CT
736
ClearAlpha Technologies
Connecticut
$667K -$1.1M -3,814 -62%
SLWA
737
San Luis Wealth Advisors
California
$645K +$4.04K +14 +0.6%
Mariner
738
Mariner
Kansas
$645K -$1.5M -5,218 -70%
ACM
739
Allred Capital Management
Texas
$639K -$1.15K -4 -0.2%
BC
740
BDFS Capital
Delaware
$639K +$64.9K +225 +11%
CIC
741
Cutler Investment Counsel
Oregon
$638K -$56.2K -195 -8%
RC
742
Rexford Capital
Texas
$636K – – –
AA
743
ALPS Advisors
Colorado
$636K +$647K +2,246 New
IAA
744
Independent Advisor Alliance
North Carolina
$621K -$190K -659 -23%
AIM
745
Anchor Investment Management
South Carolina
$614K +$5.76K +20 +0.9%
PA
746
Profund Advisors
Maryland
$614K -$1.73K -6 -0.3%
PA
747
Pinnacle Associates
New York
$613K +$25.1K +87 +4%
AF
748
Avanza Fonder
Sweden
$612K -$1.57M -5,433 -72%
CIA
749
Capital Investment Advisors
Georgia
$606K -$41.8K -145 -6%
PF
750
Phoenix Financial
Israel
$604K +$62K +215 +11%