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Name Holding Trade Value Shares
Change
Change in
Stake
AFCM
476
Applied Finance Capital Management
Puerto Rico
$668K +$655K +2,575 New
PP
477
Prudential plc
United Kingdom
$668K +$317K +1,248 +94%
BPA
478
Beacon Pointe Advisors
California
$661K -$10.7K -42 -2%
AF
479
Allworth Financial
California
$661K +$25.9K +102 +4%
CFO
480
Callan Family Office
Pennsylvania
$656K +$644K +2,530 New
SAM
481
Strategy Asset Managers
California
$652K +$1.02K +4 +0.2%
BBHC
482
Brown Brothers Harriman & Co
New York
$651K +$53.4K +210 +9%
DAM
483
Doheny Asset Management
California
$648K
BHC
484
Bowen Hanes & Co
Florida
$645K
CWP
485
Cyndeo Wealth Partners
Florida
$645K -$4.83K -19 -0.8%
MT
486
Midwest Trust
Kansas
$640K +$628K +2,467 New
VI
487
Vestcor Inc
New Brunswick, Canada
$636K -$3.81K -15 -0.6%
O
488
Ossiam
France
$635K -$42.7K -168 -6%
JWCA
489
J.W. Cole Advisors
Florida
$633K +$152K +596 +32%
EGM
490
Engineers Gate Manager
New York
$632K +$620K +2,438 New
SAM
491
Silvercrest Asset Management
New York
$629K +$2.04K +8 +0.3%
Vontobel Holding
492
Vontobel Holding
Switzerland
$625K +$287K +1,128 +88%
IFA
493
Index Fund Advisors
California
$620K +$608K +2,391 New
BP
494
Ballentine Partners
Massachusetts
$598K -$34.3K -135 -6%
EFS
495
Essex Financial Services
Connecticut
$589K -$2.8K -11 -0.5%
CWM
496
Congress Wealth Management
Massachusetts
$587K +$6.61K +26 +1%
MCC
497
Malaga Cove Capital
California
$586K +$46.8K +184 +9%
Carson Wealth (CWM LLC)
498
Carson Wealth (CWM LLC)
Nebraska
$585K -$261K -1,026 -31%
CA
499
Clearstead Advisors
Ohio
$565K +$47.8K +188 +9%
TCOV
500
Trust Company of Vermont
Vermont
$563K