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Name Holding Trade Value Shares
Change
Change in
Stake
AO
701
Advisor OS
Illinois
$810K +$55.5K +305 +7%
EWM
702
Elmwood Wealth Management
California
$802K -$7.09K -39 -0.8%
MMA
703
Miracle Mile Advisors
California
$795K +$38.4K +211 +5%
IGAM
704
iA Global Asset Management
Quebec, Canada
$794K +$852K +4,686 New
PIM
705
Penobscot Investment Management
Massachusetts
$788K +$260K +1,432 +45%
SC
706
Saturna Capital
Washington
$786K -$26.4K -145 -3%
BRWA
707
B. Riley Wealth Advisors
Florida
$782K +$12.7K +70 +2%
BONST
708
Bank of Nova Scotia Trust
Ontario, Canada
$779K -$473K -2,600 -36%
JWCA
709
J.W. Cole Advisors
Florida
$774K -$11.6K -64 -1%
EBWM
710
Eagle Bluffs Wealth Management
Missouri
$773K -$1.27K -7 -0.2%
VFA
711
Voya Financial Advisors
Connecticut
$765K +$6.55K +36 +0.8%
BA
712
Ballast Advisors
Minnesota
$763K +$404K +2,223 +98%
SCI
713
Stableford Capital II
Arizona
$756K +$53.6K +295 +7%
SLI
714
Sumitomo Life Insurance
Japan
$755K -$8.55K -47 -1%
GWWM
715
Great Waters Wealth Management
Minnesota
$751K -$67.8K -373 -8%
Bessemer Group
716
Bessemer Group
New Jersey
$743K -$351K -1,929 -31%
IIC
717
Ironwood Investment Counsel
Arizona
$738K +$792K +4,356 New
PFPT
718
Pinnacle Financial Partners (Tennessee)
Tennessee
$737K -$45.1K -248 -5%
TWM
719
Thrive Wealth Management
Pennsylvania
$735K -$18.9K -104 -2%
HAG
720
HF Advisory Group
Maryland
$730K +$1.09K +6 +0.1%
WT
721
Whittier Trust
California
$726K +$3.27K +18 +0.4%
FNA
722
First National Advisers
Nebraska
$724K +$492K +2,707 +173%
BHWM
723
Bar Harbor Wealth Management
New Hampshire
$718K +$909 +5 +0.1%
PWM
724
Perigon Wealth Management
California
$717K +$22.2K +122 +3%
QT
725
Quantbot Technologies
New York
$711K +$764K +4,199 New