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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
351
AMI Asset Management
California
$726K +$793K +18,852 New
WPC
352
Waters Parkerson & Co
Louisiana
$723K +$40.5K +962 +5%
AWA
353
Aaron Wealth Advisors
Illinois
$716K +$82.1K +1,951 +12%
CB
354
Cadence Bank
Mississippi
$711K +$24K +570 +3%
CA
355
Clearstead Advisors
Ohio
$710K +$460K +10,925 +146%
B
356
Bailard
California
$707K -$6.39K -152 -0.8%
BIA
357
Barry Investment Advisors
Massachusetts
$694K -$883 -21 -0.1%
EI
358
Ellevest Inc
New York
$692K +$152K +3,616 +25%
RIL
359
Rothschild Investment LLC
Illinois
$688K +$16.4K +391 +2%
TWC
360
TD Waterhouse Canada
Ontario, Canada
$686K +$3.41K +81 +0.5%
FFS
361
Founders Financial Securities
Maryland
$684K +$22.8K +542 +3%
QPBE
362
Quintet Private Bank (Europe)
Luxembourg
$682K -$313K -7,448 -33%
PIM
363
Provident Investment Management
Michigan
$680K +$469K +11,150 +171%
VA
364
Vident Advisory
Georgia
$675K +$240K +5,698 +48%
BCI
365
Brinker Capital Investments
Pennsylvania
$670K +$33.4K +795 +5%
OPS
366
Orion Portfolio Solutions
Nebraska
$670K +$33.4K +795 +5%
IWC
367
Integrated Wealth Concepts
Massachusetts
$668K +$3.53K +84 +0.5%
KWM
368
Kingsview Wealth Management
Oregon
$662K -$2.9K -69 -0.4%
FT
369
Fiduciary Trust
Massachusetts
$660K +$5.38K +128 +0.8%
JPWM
370
Jamison Private Wealth Management
Georgia
$657K +$54.3K +1,292 +8%
IP
371
Ignite Planners
California
$657K -$2.69K -64 -0.4%
MYIA
372
Mount Yale Investment Advisors
Colorado
$657K -$88.4K -2,102 -11%
HI
373
Horizon Investments
North Carolina
$649K -$7.61K -181 -1%
SCTC
374
Sanibel Captiva Trust Company
Florida
$644K
AWM
375
Apollon Wealth Management
South Carolina
$643K -$34.2K -813 -5%