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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
576
Chemistry Wealth Management
New York
$847K – – –
PA
577
Parallel Advisors
California
$840K +$79.9K +889 +11%
HIP
578
HUB Investment Partners
Texas
$839K +$182K +2,028 +28%
CK
579
Cohen Klingenstein
New York
$837K – – –
WPC
580
White Pine Capital
Minnesota
$836K -$5.39K -60 -0.6%
KPWS
581
Kestra Private Wealth Services
Texas
$835K -$199K -2,210 -19%
DMBA
582
Deseret Mutual Benefit Administrators
Utah
$835K +$97.9K +1,090 +13%
XWL
583
XXI Wealth LLC
Illinois
$834K +$313K +3,481 +61%
RHJA
584
Rice Hall James & Associates
California
$834K -$11K -122 -1%
VA
585
VestGen Advisors
Illinois
$834K +$679K +7,554 New
TPCW
586
TD Private Client Wealth
New York
$831K +$176K +1,958 +27%
WA
587
Waverly Advisors
Alabama
$828K +$151K +1,676 +23%
Envestnet Portfolio Solutions
588
Envestnet Portfolio Solutions
Illinois
$824K -$487K -5,423 -37%
VWM
589
VCI Wealth Management
Missouri
$822K -$370K -4,118 -31%
AWM
590
Aberdeen Wealth Management
Illinois
$816K -$42.7K -475 -5%
FFA
591
Farther Finance Advisors
California
$814K +$12.2K +136 +2%
AIA
592
AIMZ Investment Advisors
California
$814K +$90 +1 +0%
NHC
593
Nicholas Hoffman & Company
Georgia
$808K +$359 +4 +0%
AWM
594
AE Wealth Management
Kansas
$805K -$8.94M -99,499 -92%
GCP
595
GSA Capital Partners
United Kingdom
$803K +$793K +8,822 New
MOS
596
MGO One Seven
Ohio
$792K -$622K -6,922 -44%
MO
597
McMillan Office
Michigan
$783K – – –
TCM
598
Twin Capital Management
Pennsylvania
$783K -$12.5K -139 -2%
CIA
599
Concurrent Investment Advisors
Florida
$782K +$54.2K +603 +8%
NAM
600
NorthCrest Asset Manangement
Minnesota
$780K -$792K -8,821 -52%