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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
601
Cerity Partners
New York
$748K -$142K -10,144 -13%
FIA
602
Foundations Investment Advisors
Arizona
$747K +$18.9K +1,353 +2%
IGWM
603
ICA Group Wealth Management
Colorado
$747K +$24.4K +1,745 +3%
JCIA
604
Jackson Creek Investment Advisors
Colorado
$747K +$933K +66,689 New
AWM
605
Apollon Wealth Management
South Carolina
$746K -$396K -28,261 -30%
BA
606
Bridgewater Associates
Connecticut
$745K -$63.7M -4,554,185 -99%
APWA
607
Atlas Private Wealth Advisors
New Jersey
$745K +$42.7K +3,051 +5%
WFA
608
Wipfli Financial Advisors
Wisconsin
$744K +$929K +66,386 New
FHA
609
Flagship Harbor Advisors
Massachusetts
$738K -$11.6K -829 -1%
AWC
610
Abundance Wealth Counselors
Pennsylvania
$735K +$11.3K +805 +1%
IFWM
611
Institute for Wealth Management
Colorado
$734K +$5.74K +410 +0.6%
ZCI
612
Zevenbergen Capital Investments
Washington
$728K -$1.47K -105 -0.2%
CA
613
Clearstead Advisors
Ohio
$727K -$301K -21,512 -25%
GLA
614
Good Life Advisors
Pennsylvania
$726K +$53.1K +3,791 +6%
CWS
615
Cypress Wealth Services
California
$725K +$3.25K +232 +0.4%
HCM
616
Hollencrest Capital Management
California
$721K -$112K -8,006 -11%
PCG
617
Prosperity Consulting Group
Maryland
$718K +$37.7K +2,693 +4%
CSPIA
618
Cary Street Partners Investment Advisory
Virginia
$717K -$19.8K -1,415 -2%
PIA
619
Powell Investment Advisors
Florida
$714K +$158K +11,305 +22%
BL
620
Balentine LLC
Georgia
$710K -$146K -10,440 -14%
MNBTD
621
Moody National Bank Trust Division
Texas
$705K +$347K +24,789 +65%
LNWWM
622
Laird Norton Wetherby Wealth Management
California
$702K +$140K +10,010 +19%
MWM
623
Maripau Wealth Management
Indiana
$701K +$4.27K +305 +0.6%
AG
624
Algert Global
California
$697K
SFFS
625
Stonehage Fleming Financial Services
Jersey
$696K