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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
Sax Wealth Advisors
New Jersey
$511K -$274K -662 -34%
CIA
427
Caerus Investment Advisors
Texas
$501K +$262K +633 +103%
KAS
428
Kestra Advisory Services
Texas
$498K -$46.8K -113 -8%
WF
429
WinCap Financial
Massachusetts
$498K
HHGC
430
Hunting Hill Global Capital
New York
$496K -$428K -1,034 -46%
EWA
431
EP Wealth Advisors
California
$490K +$505K +1,220 New
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$484K +$53.9K +130 +12%
UCFA
433
United Capital Financial Advisors
Texas
$480K -$1.66K -4 -0.3%
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$479K -$20.7K -50 -4%
SCM
435
SCS Capital Management
Massachusetts
$478K -$1.24K -3 -0.3%
SPIA
436
Steward Partners Investment Advisory
New York
$469K -$337K -813 -41%
HWM
437
HB Wealth Management
Georgia
$469K +$26.9K +65 +6%
GWMR
438
GC Wealth Management RIA
Massachusetts
$468K -$200K -482 -29%
GCP
439
GSA Capital Partners
United Kingdom
$465K -$229K -552 -32%
EA
440
Emerald Advisers
Pennsylvania
$463K -$21.1K -51 -4%
CPIG
441
Chicago Partners Investment Group
Illinois
$449K +$271K +655 +89%
ECM
442
Evergreen Capital Management
Washington
$445K +$459K +1,109 New
EI
443
Ellevest Inc
New York
$444K -$117K -282 -20%
MIC
444
Maxi Investments CY
Cyprus
$441K
MFG
445
MidWestOne Financial Group
Iowa
$440K +$267K +645 +143%
PAS
446
Park Avenue Securities
New York
$434K +$1.24K +3 +0.3%
PP
447
Prudential plc
United Kingdom
$429K +$57.2K +138 +15%
EAM
448
Evanson Asset Management
California
$428K
National Bank of Canada
449
National Bank of Canada
Quebec, Canada
$428K +$285K +689 +182%
AWM
450
Aviso Wealth Management
Washington
$424K -$63.8K -154 -13%