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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
526
Costello Asset Management
Pennsylvania
$782K -$3.82K -87 -0.5%
S
527
SignatureFD
Georgia
$781K +$21.7K +493 +3%
BAM
528
Blueshift Asset Management
New Jersey
$777K +$758K +17,265 New
SLWA
529
San Luis Wealth Advisors
California
$767K +$131K +2,974 +21%
SB
530
Simmons Bank
Arkansas
$766K -$6.89K -157 -0.9%
IAN
531
Integrated Advisors Network
Texas
$763K -$66.5K -1,514 -8%
QCG
532
Quadrant Capital Group
Ohio
$754K -$2.28K -52 -0.3%
PWM
533
Perigon Wealth Management
California
$751K +$37K +842 +5%
FRA
534
Frank Rimerman Advisors
California
$748K +$13.5K +307 +2%
NSIM
535
North Star Investment Management
Illinois
$747K +$2.9K +66 +0.4%
WA
536
Waverly Advisors
Alabama
$747K -$6.76K -154 -0.9%
IAIM
537
International Assets Investment Management
Florida
$743K
WHRC
538
W.H. Reaves & Co
New Jersey
$737K -$20.9K -475 -3%
BFG
539
Bleakley Financial Group
New Jersey
$736K +$108K +2,455 +18%
SPC
540
Sigma Planning Corp
Michigan
$733K -$2.9K -66 -0.4%
ABTD
541
Arvest Bank Trust Division
Oklahoma
$729K +$711K +16,188 New
SW
542
SVB Wealth
Massachusetts
$723K +$705K +16,060 New
CFO
543
Callan Family Office
Pennsylvania
$719K -$92K -2,094 -12%
WCP
544
Wealthcare Capital Partners
Pennsylvania
$719K +$4.08K +93 +0.6%
AAP
545
Arax Advisory Partners
Colorado
$717K +$628K +14,295 +877%
SF
546
Synovus Financial
Georgia
$713K -$4.92K -112 -0.7%
PFS
547
Prospera Financial Services
Texas
$711K -$10K -228 -1%
Vontobel Holding
548
Vontobel Holding
Switzerland
$709K +$261K +5,944 +61%
KeyBank National Association
549
KeyBank National Association
Ohio
$706K +$71.5K +1,629 +12%
SAI
550
Savvy Advisors Inc
New York
$705K -$29K -661 -4%