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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
776
Trueblood Wealth Management
Ohio
$755K -$329K -1,901 -30%
EAN
777
Excelsior Advisor Network
Colorado
$752K +$765K +4,423 New
BJL
778
Brighton Jones LLC
Washington
$748K -$173K -1,000 -19%
ECM
779
Evergreen Capital Management
Washington
$748K -$127K -735 -14%
CCP
780
Cushing Capital Partners
Wisconsin
$745K -$54.6K -316 -7%
IFWM
781
Institute for Wealth Management
Colorado
$745K +$64.1K +371 +9%
DE
782
Diversified Enterprises
Delaware
$744K -$273K -1,579 -27%
BCV
783
Banque Cantonale Vaudoise
Switzerland
$743K -$294K -1,698 -28%
BAM
784
Blueshift Asset Management
New Jersey
$729K +$348K +2,010 +88%
DIA
785
Dana Investment Advisors
Wisconsin
$727K +$739K +4,275 New
VFA
786
Valeo Financial Advisors
Indiana
$726K -$14.9K -86 -2%
GAM
787
Groupama Asset Management
France
$726K +$1.9K +11 +0.3%
FTWA
788
Fifth Third Wealth Advisors
Ohio
$721K -$46.2K -267 -6%
EB
789
Eastern Bank
Massachusetts
$718K
PGFC
790
Peapack-Gladstone Financial Corp
New Jersey
$714K +$40.3K +233 +6%
CB
791
Centennial Bank
Arkansas
$711K -$3.29K -19 -0.5%
SCM
792
SCS Capital Management
Massachusetts
$711K +$1.9K +11 +0.3%
LHWM
793
Lake Hills Wealth Management
Texas
$708K
SCA
794
Snowden Capital Advisors
New York
$706K -$310K -1,791 -30%
Group One Trading
795
Group One Trading
Illinois
$705K -$147K -853 -17%
PF
796
Phoenix Financial
Israel
$703K +$143K +827 +25%
DADC
797
D.A. Davidson & Co
Montana
$703K +$59K +341 +9%
FAT
798
First American Trust
California
$703K -$63.6K -368 -8%
HCA
799
Harbour Capital Advisors
Virginia
$701K
PPWP
800
Premier Path Wealth Partners
New Jersey
$698K -$21.1K -122 -3%