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Name Holding Trade Value Shares
Change
Change in
Stake
LHWM
776
Lake Hills Wealth Management
Texas
$704K
PCA
777
Pallas Capital Advisors
Massachusetts
$700K +$10.5K +55 +1%
VR
778
Vision Retirement
New Jersey
$698K -$6.71K -35 -0.8%
MG
779
Mather Group
Illinois
$698K -$48.9K -255 -6%
ML
780
McAdam LLC
Pennsylvania
$698K +$8.24K +43 +1%
FLPIM
781
F.L. Putnam Investment Management
Massachusetts
$693K -$3.05M -15,892 -80%
HCM
782
Howard Capital Management
Georgia
$690K -$1.14M -5,936 -59%
JA
783
JVL Associates
Michigan
$688K +$767 +4 +0.1%
SAM
784
Smartleaf Asset Management
Massachusetts
$684K +$66.1K +345 +9%
PCM
785
Polymer Capital Management
New York
$682K +$192 +1 +0%
HCA
786
Harbour Capital Advisors
Virginia
$681K -$43.1K -225 -5%
A
787
AustralianSuper
Australia
$679K +$770K +4,017 New
IFWM
788
Institute for Wealth Management
Colorado
$678K -$767 -4 -0.1%
MIM
789
Miller Investment Management
Pennsylvania
$677K
BIM
790
Baldwin Investment Management
Pennsylvania
$677K
PGFC
791
Peapack-Gladstone Financial Corp
New Jersey
$670K +$201K +1,048 +36%
OIA
792
OneDigital Investment Advisors
Kansas
$670K -$356K -1,859 -32%
AWA
793
Aaron Wealth Advisors
Illinois
$669K +$245K +1,280 +48%
FRA
794
Frank Rimerman Advisors
California
$659K +$57.1K +298 +8%
PCM
795
Prana Capital Management
Connecticut
$659K -$4.8M -25,012 -87%
ESBC
796
E.S. Barr & Co
Kentucky
$655K -$8.63K -45 -1%
BWM
797
BAM Wealth Management
Colorado
$654K -$84.5K -441 -10%
WFC
798
Western Financial Corp
California
$647K -$1.21M -6,322 -62%
CBA
799
Coastal Bridge Advisors
Connecticut
$646K -$9.39K -49 -1%
TBT
800
Texas Bank & Trust
Texas
$643K