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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
651
Cypress Wealth Services
California
$305K +$7.6K +35 +3%
HIA
652
Harbor Investment Advisory
Maryland
$305K +$126K +578 +70%
DAS
653
Dynamic Advisor Solutions
Arizona
$304K +$26.1K +120 +9%
BL
654
Balentine LLC
Georgia
$304K +$35.2K +162 +13%
EFSCE
655
Enterprise Financial Services Corp (EFSC)
Missouri
$300K +$20.8K +96 +7%
GDP
656
Great Diamond Partners
Maine
$297K -$14.3K -66 -5%
OWA
657
One Wealth Advisors
California
$297K -$869 -4 -0.3%
SCF
658
Sante Capital Fund
Texas
$290K -$275K -1,266 -49%
SIM
659
Sentry Investment Management
Wisconsin
$288K -$56.2K -259 -16%
KFC
660
Klingenstein Fields & Co
New York
$287K
AWP
661
Accretive Wealth Partners
New Jersey
$284K
GPWA
662
Great Point Wealth Advisors
Massachusetts
$283K
CIBC World Market
663
CIBC World Market
Ontario, Canada
$281K +$7.82K +36 +3%
AWA
664
Arkadios Wealth Advisors
Georgia
$279K -$19.8K -91 -7%
S
665
Seeyond
France
$277K -$5.65K -26 -2%
WPW
666
Waldron Private Wealth
Pennsylvania
$276K -$24.8K -114 -8%
IAA
667
Independent Advisor Alliance
North Carolina
$275K +$3.04K +14 +1%
Tudor Investment Corp
668
Tudor Investment Corp
Connecticut
$274K -$4.45M -20,479 -94%
AWM
669
Aprio Wealth Management
Georgia
$272K -$41.9K -193 -13%
AFM
670
Andesa Financial Management
Pennsylvania
$272K +$5.86K +27 +2%
LSA
671
Leonteq Securities AG
Switzerland
$271K +$7.17K +33 +3%
GAA
672
Global Assets Advisory
Florida
$266K +$275K +1,266 New
M
673
Mirova
France
$264K +$264K +1,217 New
Kovitz Investment Group Partners
674
Kovitz Investment Group Partners
Illinois
$262K -$9.77K -45 -4%
CI
675
Conning Inc
Connecticut
$262K -$3.04K -14 -1%