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Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
951
Moloney Securities Asset Management
Missouri
$802K +$380K +925 +106%
GLR
952
Great Lakes Retirement
Ohio
$802K +$738K +1,798 New
VFA
953
Valeo Financial Advisors
Indiana
$798K +$64.5K +157 +10%
ARC
954
Advisor Resource Council
Texas
$795K +$24.2K +59 +3%
RSC
955
Red Spruce Capital
Pennsylvania
$792K +$4.93K +12 +0.7%
BHPW
956
Beverly Hills Private Wealth
California
$790K +$71.8K +175 +11%
WA
957
WBH Advisory
Maryland
$788K +$726K +1,768 New
ZB
958
Zions Bancorporation
Utah
$781K +$129K +314 +22%
AWP
959
Accretive Wealth Partners
New Jersey
$780K +$28.7K +70 +4%
SCI
960
S&CO Inc
Massachusetts
$778K +$218K +530 +44%
LWM
961
Liberty Wealth Management
California
$776K +$715K +1,741 New
SAMC
962
Spectrum Asset Management (California)
California
$772K
NL
963
NVWM LLC
Pennsylvania
$770K +$245K +596 +53%
MMG
964
Monetary Management Group
Missouri
$769K
AP
965
Americana Partners
Texas
$767K +$20.1K +49 +3%
STC
966
Sarah T. Connolly
$767K
KIC
967
Kensington Investment Counsel
California
$765K -$9.03K -22 -1%
EI
968
Ellevest Inc
New York
$757K +$170K +413 +32%
BFO
969
Boston Family Office
Massachusetts
$754K
PFG
970
PAX Financial Group
Texas
$751K +$12.3K +30 +2%
XT
971
XTX Topco
Cayman Islands
$751K +$691K +1,684 New
PL
972
Parthenon LLC
Kentucky
$747K
OIA
973
OneDigital Investment Advisors
Kansas
$742K +$334K +814 +96%
RA
974
RFG Advisory
Alabama
$742K -$32K -78 -4%
ATC
975
Argent Trust Co
Tennessee
$740K +$3.69K +9 +0.5%