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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
326
Washington Capital Management
Washington
$673K
GFG
327
Greystone Financial Group
Michigan
$667K -$5.52K -154 -0.8%
VFA
328
Valeo Financial Advisors
Indiana
$661K +$31.8K +886 +5%
ECM
329
ExodusPoint Capital Management
New York
$649K +$653K +18,215 New
TNBTD
330
Trustmark National Bank Trust Department
Mississippi
$644K -$1M -27,970 -61%
WPC
331
Waters Parkerson & Co
Louisiana
$641K
HBT
332
Hills Bank & Trust
Iowa
$633K +$97.2K +2,709 +18%
CW
333
Cook Wealth
North Carolina
$629K -$209K -5,822 -25%
CPC
334
Consolidated Planning Corp
Georgia
$623K +$627K +17,471 New
BCI
335
Brinker Capital Investments
Pennsylvania
$621K +$134K +3,722 +27%
OPS
336
Orion Portfolio Solutions
Nebraska
$621K +$134K +3,722 +27%
SPIA
337
Steward Partners Investment Advisory
New York
$615K -$94K -2,620 -13%
VCS
338
Vaughan & Co Securities
New Jersey
$613K -$3.23K -90 -0.5%
KLC
339
Knowledge Leaders Capital
Colorado
$610K +$614K +17,128 New
RPCONE
340
Retirement Planning Company of New England
Rhode Island
$610K -$7.96K -222 -1%
KWM
341
Kingsview Wealth Management
Oregon
$610K -$20.4K -570 -3%
LFAS
342
Level Four Advisory Services
Texas
$610K -$72.5K -2,022 -11%
FA
343
FDx Advisors
Illinois
$606K +$610K +16,999 New
QCM
344
Quantinno Capital Management
New York
$600K +$115K +3,211 +24%
WT
345
Whittier Trust
California
$593K -$715K -19,929 -54%
JCM
346
J2 Capital Management
Michigan
$593K +$55.5K +1,548 +10%
CD
347
Chapin Davis
Maryland
$590K -$6.03K -168 -1%
Vontobel Holding
348
Vontobel Holding
Switzerland
$588K +$592K +16,507 New
BSW
349
Buckingham Strategic Wealth
Missouri
$587K +$292K +8,131 +97%
CRI
350
Colonial River Investments
Virginia
$587K +$590K +16,461 New