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Name Holding Trade Value Shares
Change
Change in
Stake
JWS
626
Juncture Wealth Strategies
Arizona
$419K +$108K +987 +36%
SIM
627
Sentry Investment Management
Wisconsin
$417K +$39.1K +356 +11%
IPW
628
Invictus Private Wealth
Colorado
$413K +$401K +3,650 New
SFA
629
Sequoia Financial Advisors
Ohio
$411K +$399K +3,631 New
EDRIA
630
Edmonds Duncan Registered Investment Advisors
Kansas
$407K
VFA
631
Voya Financial Advisors
Connecticut
$405K -$14.2K -129 -3%
TPA
632
Trivium Point Advisory
Connecticut
$403K -$49.2K -448 -11%
UAML
633
US Asset Management LLC
Pennsylvania
$401K +$389K +3,544 New
SW
634
SVB Wealth
Massachusetts
$396K +$30.1K +274 +8%
EI
635
Ellevest Inc
New York
$396K -$19.9K -181 -5%
BWP
636
Baldwin Wealth Partners
Massachusetts
$391K +$79.9K +728 +27%
MOS
637
MGO One Seven
Ohio
$391K -$115K -1,052 -23%
HIA
638
Harbor Investment Advisory
Maryland
$389K +$7.47K +68 +2%
RCAG
639
Rehmann Capital Advisory Group
Michigan
$385K +$7.03K +64 +2%
NIMI
640
Natixis Investment Managers International
France
$384K -$137K -1,250 -27%
BCI
641
Brinker Capital Investments
Pennsylvania
$380K -$15.5K -141 -4%
PFO
642
Pathstone Family Office
New Jersey
$380K +$661K +6,021 +190%
IWC
643
Integrated Wealth Concepts
Massachusetts
$379K +$549 +5 +0.1%
STAS
644
Strong Tower Advisory Services
Minnesota
$373K +$8.34K +76 +2%
NFSG
645
Newbridge Financial Services Group
Florida
$372K +$304K +2,770 +541%
UB
646
UMB Bank
Missouri
$371K +$158K +1,442 +78%
HWM
647
HB Wealth Management
Georgia
$368K +$44.1K +402 +14%
PIA
648
Perennial Investment Advisors
California
$368K -$19.2K -175 -5%
TC
649
TAP Consulting
Missouri
$362K
CPCM
650
Cardinal Point Capital Management
Ontario, Canada
$362K +$351K +3,200 New