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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
776
Studio Investment Management
Illinois
$517K +$732 +13 +0.1%
EWA
777
EP Wealth Advisors
California
$515K -$35.2K -626 -6%
NP
778
NorthRock Partners
Minnesota
$512K -$14.9K -264 -3%
CW
779
CreativeOne Wealth
Kansas
$511K -$24.5K -436 -5%
MWM
780
Maripau Wealth Management
Indiana
$509K +$123K +2,192 +32%
DBRC
781
D.B. Root & Company
Pennsylvania
$506K -$13.1K -232 -3%
N
782
Natixis
France
$504K +$505K +8,966 New
FFM
783
Forum Financial Management
Illinois
$500K +$186K +3,308 +60%
TWM
784
Trueblood Wealth Management
Ohio
$500K – – –
CI
785
Cigna Investments
Connecticut
$496K -$4.78K -85 -1%
MBI
786
May Barnhard Investments
Maryland
$495K – – –
GF
787
Gries Financial
Ohio
$495K -$3.66K -65 -0.7%
ECM
788
Evergreen Capital Management
Washington
$494K -$24.2K -430 -5%
SPIA
789
Steward Partners Investment Advisory
New York
$491K -$7.32K -130 -1%
SOW
790
State of Wyoming
Wyoming
$490K +$4.78K +85 +1%
HR
791
Hardy Reed
Mississippi
$485K – – –
LA
792
LBP AM
France
$482K +$479K +8,509 New
NW
793
NewEdge Wealth
Pennsylvania
$478K -$131K -2,324 -22%
CA
794
Commerzbank Aktiengesellschaft
Germany
$477K – – –
PCA
795
Prosperity Capital Advisors
Ohio
$473K +$113 +2 +0%
DA
796
Drake & Associates
Wisconsin
$473K +$54.6K +971 +13%
BFA
797
Beaumont Financial Advisors
Massachusetts
$473K +$2.42K +43 +0.5%
SFS
798
Stiles Financial Services
Minnesota
$471K -$12.5K -222 -3%
AAP
799
Arax Advisory Partners
Colorado
$468K -$83.1K -1,476 -15%
IAA
800
Independent Advisor Alliance
North Carolina
$466K -$192K -3,410 -29%