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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
476
Institute for Wealth Management
Colorado
$1.03M -$14.6K -251 -1%
EC
477
Estate Counselors
Wisconsin
$1.01M – – –
NAM
478
NorthCrest Asset Manangement
Minnesota
$1M -$379K -6,511 -27%
KAS
479
Kestra Advisory Services
Texas
$997K -$802K -13,763 -44%
BFG
480
Beacon Financial Group
Texas
$980K -$67K -1,150 -6%
MIH
481
Meitav Investment House
Israel
$979K – – –
IC
482
IEQ Capital
California
$977K +$220K +3,772 +28%
EGM
483
Engineers Gate Manager
New York
$963K -$6.48M -111,301 -87%
BC
484
Barnett & Company
Tennessee
$952K – – –
ECM
485
Everence Capital Management
Indiana
$952K +$330K +5,670 +52%
RI
486
Ridgewood Investments
New Jersey
$937K +$138K +2,372 +17%
RG
487
Rathbones Group
United Kingdom
$927K -$14K -240 -1%
CIM
488
CIM Investment Management
Pennsylvania
$913K -$1.05K -18 -0.1%
GSWM
489
Greenup Street Wealth Management
Michigan
$912K +$927K +15,921 New
DC
490
Davenport & Co
Virginia
$911K +$81.8K +1,404 +10%
RIG
491
Ramiah Investment Group
Wisconsin
$907K +$189K +3,244 +26%
FTDI
492
First Trust Direct Indexing
Massachusetts
$907K +$35.8K +614 +4%
WI
493
Wintrust Investments
Illinois
$891K +$8.5K +146 +0.9%
MFAM
494
Motley Fool Asset Management
Virginia
$890K -$39.1K -672 -4%
WT
495
Whittier Trust
California
$888K +$9.32K +160 +1%
GL
496
GHE LLC
Tennessee
$887K +$38.2K +656 +4%
OBGC
497
O'Brien Greene & Co
Pennsylvania
$883K +$93.2K +1,600 +12%
DILIC
498
Dai-ichi Life Insurance Company
Japan
$876K – – –
Lido Advisors
499
Lido Advisors
California
$874K -$43.6K -749 -5%
MIAN
500
Mariner Independent Advisor Network
Kansas
$871K +$10.6K +182 +1%