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Name Holding Trade Value Shares
Change
Change in
Stake
RAG
751
RIA Advisory Group
Iowa
$654K +$124K +808 +27%
ESBC
752
E.S. Barr & Co
Kentucky
$653K -$46.2K -300 -7%
EI
753
Ellevest Inc
New York
$647K -$1.23K -8 -0.2%
FFA
754
Farther Finance Advisors
California
$646K -$405K -2,628 -41%
FWP
755
Falcon Wealth Planning
California
$644K -$75.8K -492 -12%
MIP
756
Marietta Investment Partners
Wisconsin
$642K +$253K +1,640 +78%
GT
757
Glenview Trust
Kentucky
$640K -$2.46K -16 -0.4%
CI
758
Cigna Investments
Connecticut
$637K – – –
EFG
759
Everhart Financial Group
Ohio
$637K +$53K +344 +10%
MCM
760
Manchester Capital Management
Vermont
$633K +$1.85K +12 +0.3%
Financial Engines Advisors
761
Financial Engines Advisors
California
$630K +$616 +4 +0.1%
P
762
&Partners
Tennessee
$629K +$564K +3,664 New
ACM
763
Advisors Capital Management
New Jersey
$622K -$22.2K -144 -4%
CCG
764
Capital CS Group
California
$620K +$556K +3,612 New
FPAS
765
Focus Partners Advisor Solutions
Missouri
$617K +$200K +1,300 +57%
IA
766
Inspire Advisors
Idaho
$616K +$59.7K +388 +12%
LHWM
767
Lake Hills Wealth Management
Texas
$614K – – –
PWM
768
Perigon Wealth Management
California
$611K +$40.6K +264 +8%
GI
769
GAMMA Investing
California
$605K +$79.4K +516 +17%
TNAM
770
Terra Nova Asset Management
New York
$604K -$30.2K -196 -5%
AO
771
Advisor OS
Illinois
$600K +$319K +2,072 +146%
VFA
772
Voya Financial Advisors
Connecticut
$600K -$44.3K -288 -8%
GLR
773
Great Lakes Retirement
Ohio
$597K -$6.16K -40 -1%
HWA
774
Heritage Wealth Advisors
Virginia
$594K – – –
TPI
775
Trust Point Inc
Wisconsin
$588K -$118K -768 -18%