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Name Holding Trade Value Shares
Change
Change in
Stake
SBF
676
Sara-Bay Financial
Florida
$876K -$22.3K -530 -2%
VWM
677
Venturi Wealth Management
Texas
$873K +$8.63K +205 +1%
EI
678
Ellevest Inc
New York
$867K -$25.5K -606 -3%
VFA
679
Voya Financial Advisors
Connecticut
$866K -$49.1K -1,167 -5%
T
680
TOBAM
France
$864K +$893K +21,209 +6,427%
GWS
681
Greykasell Wealth Strategies
California
$860K +$295 +7 +0%
BFG
682
Berger Financial Group
Minnesota
$859K +$11.4K +271 +1%
ONB
683
Old National Bancorp
Indiana
$845K -$224K -5,320 -20%
RC
684
Reik & Co
New York
$838K -$97.7K -2,320 -10%
FC
685
Financial Consulate
Maryland
$824K
BP
686
Ballentine Partners
Massachusetts
$817K +$4.84K +115 +0.6%
BFA
687
Beaumont Financial Advisors
Massachusetts
$816K -$281K -6,676 -25%
BWM
688
Baron Wealth Management
Michigan
$813K -$758 -18 -0.1%
IP
689
Isthmus Partners
Wisconsin
$812K
HT
690
Headlands Technologies
Illinois
$801K +$840K +19,965 New
CBA
691
Coastal Bridge Advisors
Connecticut
$797K +$8.8K +209 +1%
BIG
692
Brooklyn Investment Group
New York
$793K +$216K +5,130 +36%
KPWS
693
Kestra Private Wealth Services
Texas
$792K -$388K -9,214 -32%
Envestnet Portfolio Solutions
694
Envestnet Portfolio Solutions
Illinois
$792K +$23.2K +551 +3%
CFA
695
CWS Financial Advisors
Michigan
$789K +$81.2K +1,928 +11%
GS
696
GTS Securities
Florida
$789K -$138K -3,273 -14%
EFS
697
Essex Financial Services
Connecticut
$778K +$26.2K +622 +3%
CAMG
698
CWA Asset Management Group
Florida
$778K -$112K -2,649 -12%
GPI
699
General Partner Inc
Pennsylvania
$778K
HCA
700
Hardworking Capital Advisors
California
$777K +$815K +19,362 New