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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
726
Cooper Financial Group
California
$530K -$43.7K -60 -8%
FTWA
727
Fifth Third Wealth Advisors
Ohio
$529K +$151K +208 +41%
EWA
728
EP Wealth Advisors
California
$528K +$51.7K +71 +11%
LWAM
729
Legacy Wealth Asset Management
Minnesota
$527K -$160K -220 -24%
MMA
730
Miracle Mile Advisors
California
$525K +$517K +711 New
AMPWP
731
Alvarez & Marsal Private Wealth Partners
Florida
$523K +$516K +709 New
MAM
732
McLean Asset Management
Virginia
$518K +$1.46K +2 +0.3%
XT
733
XTX Topco
Cayman Islands
$518K -$3.35M -4,606 -87%
LIM
734
Lathrop Investment Management
Arkansas
$515K
SW
735
Simplicity Wealth
New Jersey
$512K +$6.55K +9 +1%
BNA
736
BankChampaign National Association
Illinois
$512K +$505K +694 New
GCS
737
Gordian Capital (Singapore)
Singapore
$509K +$422K +580 +527%
SB
738
Strategic Blueprint
Georgia
$508K +$37.8K +52 +8%
CAG
739
Crestwood Advisors Group
Massachusetts
$506K +$218K +300 +78%
BFIM
740
Beese Fulmer Investment Management
Ohio
$504K +$156K +215 +46%
MMCM
741
Murphy & Mullick Capital Management
New York
$502K
IFO
742
Independent Family Office
New York
$495K +$488K +671 New
CL
743
CSS LLC
Illinois
$495K -$480K -660 -50%
CAG
744
Csenge Advisory Group
Florida
$495K -$3.64K -5 -0.7%
SS
745
Sunbelt Securities
Texas
$493K +$100K +138 +26%
BBHC
746
Brown Brothers Harriman & Co
New York
$490K +$247K +340 +105%
HSA
747
HBK Sorce Advisory
Pennsylvania
$489K +$26.9K +37 +7%
JSW
748
Journey Strategic Wealth
New Jersey
$489K +$90.3K +124 +23%
IC
749
Inscription Capital
Texas
$487K +$27.7K +38 +6%
QFW
750
QTR Family Wealth
Florida
$487K +$131K +180 +43%