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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
526
HighPoint Advisor Group
Illinois
$478K +$25.4K +90 +5%
Fidelity International
527
Fidelity International
Bermuda
$474K +$15.8K +56 +4%
NP
528
NorthRock Partners
Minnesota
$471K -$41.5K -147 -8%
TTWM
529
TCV Trust & Wealth Management
Virginia
$470K
Jones Financial Companies
530
Jones Financial Companies
Missouri
$469K +$247K +875 +118%
MM
531
MQS Management
New York
$460K +$441K +1,565 New
DFCM
532
Dark Forest Capital Management
Puerto Rico
$457K +$439K +1,555 New
IAN
533
Integrated Advisors Network
Texas
$456K -$4.23K -15 -1%
NB
534
Nicolet Bankshares
Wisconsin
$448K -$115K -409 -21%
Carson Wealth (CWM LLC)
535
Carson Wealth (CWM LLC)
Nebraska
$447K +$26.2K +93 +7%
PA
536
Profund Advisors
Maryland
$447K -$132K -467 -23%
PAM
537
Panagora Asset Management
Massachusetts
$445K -$282 -1 -0.1%
VWMG
538
Virginia Wealth Management Group
Virginia
$441K
WT
539
Washington Trust
Rhode Island
$441K
SFG
540
SNS Financial Group
Minnesota
$439K +$2.54K +9 +0.6%
RC
541
Rovin Capital
Arizona
$438K -$306K -1,084 -42%
OFG
542
Oxford Financial Group
Indiana
$436K -$2.26K -8 -0.5%
SFA
543
Sequoia Financial Advisors
Ohio
$427K +$106K +375 +35%
TIAA Trust, National Association
544
TIAA Trust, National Association
North Carolina
$427K +$410K +1,454 New
P
545
Pitcairn
Pennsylvania
$426K -$49.9K -177 -11%
QWP
546
Quotient Wealth Partners
Texas
$426K -$11.8K -42 -3%
SB
547
Strategic Blueprint
Georgia
$419K -$3.67K -13 -0.9%
SPIA
548
Steward Partners Investment Advisory
New York
$419K +$46.8K +166 +13%
FVWA
549
Foster Victor Wealth Advisors
South Carolina
$415K
SC
550
Syon Capital
California
$413K +$13K +46 +3%