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Name Holding Trade Value Shares
Change
Change in
Stake
CSP
626
Cary Street Partners
Virginia
$306K +$219K +769 New
T. Rowe Price Investment Management
627
T. Rowe Price Investment Management
Maryland
$305K -$313K -1,100 -59%
NC
628
nVerses Capital
Florida
$304K +$218K +766 New
SCA
629
Snowden Capital Advisors
New York
$304K +$218K +764 New
VWM
630
Venturi Wealth Management
Texas
$303K +$217K +763 New
MWM
631
Modera Wealth Management
New Jersey
$301K +$216K +757 New
KPWG
632
KFA Private Wealth Group
Virginia
$298K +$214K +750 New
IFS
633
Ifrah Financial Services
Arkansas
$293K +$210K +737 New
BFS
634
Beacon Financial Strategies
North Carolina
$292K
BWA
635
Basecamp Wealth Advisors
Washington
$292K +$11.7K +41 +6%
RCA
636
Resonant Capital Advisors
Wisconsin
$291K +$208K +732 New
EFS
637
Essex Financial Services
Connecticut
$283K +$203K +713 New
KAS
638
KPP Advisory Services
Kentucky
$282K +$202K +710 New
EH
639
Equitable Holdings
New York
$282K -$59.8K -210 -23%
VFA
640
Valeo Financial Advisors
Indiana
$281K +$201K +706 New
NFG
641
Nations Financial Group
Iowa
$280K +$200K +704 New
PIM
642
Plato Investment Management
Australia
$280K -$70.6K -248 -26%
PCM
643
Penserra Capital Management
California
$279K +$5.69K +20 +3%
CCM
644
Chiron Capital Management
Florida
$279K -$1.45M -5,100 -88%
EPW
645
Evolve Private Wealth
California
$278K +$199K +699 New
LIA
646
Luken Investment Analytics
Tennessee
$278K
RC
647
Rexford Capital
Texas
$277K
EWA
648
EP Wealth Advisors
California
$276K +$198K +696 New
EGA
649
E&G Advisors
Texas
$271K +$194K +682 New
HIP
650
HUB Investment Partners
Texas
$271K +$194K +681 New