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Name Holding Trade Value Shares
Change
Change in
Stake
MLL
551
Moody Lynn & Lieberson
Massachusetts
$592K +$5.28K +27 +0.9%
BFO
552
Boston Family Office
Massachusetts
$589K
OWP
553
ORG Wealth Partners
Texas
$588K -$22.5K -115 -4%
I
554
InceptionR
California
$588K +$613K +3,134 New
SSW
555
Smith Shellnut Wilson
Mississippi
$587K +$54.4K +278 +10%
NHT
556
New Hampshire Trust
New Hampshire
$583K -$143K -732 -19%
CPA
557
Cardiff Park Advisors
California
$582K +$1.37K +7 +0.2%
KRSITF
558
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$582K +$384K +1,963 +48%
CFFP
559
Center for Financial Planning
Michigan
$577K
AB
560
Atlas Brown
Kentucky
$568K +$196 +1 +0%
GWP
561
Gen-Wealth Partners
Michigan
$568K +$5.87K +30 +1%
Acadian Asset Management
562
Acadian Asset Management
Massachusetts
$566K +$590K +3,018 New
IWM
563
IHT Wealth Management
Illinois
$562K -$43.6K -223 -7%
MG
564
Mather Group
Illinois
$561K -$5.47K -28 -0.9%
AC
565
Avestar Capital
New York
$558K +$24.8K +127 +4%
BJL
566
Brighton Jones LLC
Washington
$552K +$221K +1,128 +62%
CI Investments Inc
567
CI Investments Inc
Ontario, Canada
$552K +$113K +580 +25%
PDL
568
Portfolio Design Labs
California
$552K -$62.2K -318 -10%
NRD
569
Nebula Research & Development
New York
$548K +$67.1K +343 +13%
AF
570
Allworth Financial
California
$547K +$50.5K +258 +10%
CCM
571
Coldstream Capital Management
Washington
$542K +$17.6K +90 +3%
CFG
572
Citizens Financial Group
Rhode Island
$540K +$124K +636 +28%
NICM
573
Neo Ivy Capital Management
New York
$539K +$562K +2,874 New
SFA
574
Sequoia Financial Advisors
Ohio
$533K +$40.7K +208 +8%
GXJ
575
Global X Japan
Japan
$528K +$82.5K +422 +18%