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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
701
Wedmont Private Capital
Pennsylvania
$460K +$42K +178 +10%
PWP
702
Principle Wealth Partners
Connecticut
$455K
FI
703
Financial Insights
Washington
$453K -$425K -1,801 -49%
VFA
704
Valeo Financial Advisors
Indiana
$452K +$2.36K +10 +0.5%
HH
705
Hilltop Holdings
Texas
$446K +$444K +1,882 New
HWA
706
Heartwood Wealth Advisors
Virginia
$445K -$28.3K -120 -6%
GLA
707
Good Life Advisors
Pennsylvania
$443K +$441K +1,870 New
CI
708
Cigna Investments
Connecticut
$443K -$6.37K -27 -1%
RCA
709
Roberts Capital Advisors
Colorado
$442K
PW
710
Paladin Wealth
Minnesota
$439K +$437K +1,853 New
PHK
711
Point72 Hong Kong
Hong Kong
$434K +$432K +1,831 New
SIC
712
Sterling Investment Counsel
New York
$433K +$35.6K +151 +9%
EI
713
Ellevest Inc
New York
$432K +$14.2K +60 +3%
BWG
714
Berry Wealth Group
Texas
$431K -$1.65K -7 -0.4%
ECG
715
Edge Capital Group
Georgia
$429K
LFAS
716
Level Four Advisory Services
Texas
$428K +$24.3K +103 +5%
MAM
717
Milestone Asset Management
Pennsylvania
$425K +$18.4K +78 +5%
DTL
718
Dynamic Technology Lab
Singapore
$422K -$2.01M -8,512 -83%
KCM
719
KRS Capital Management
Michigan
$418K
AIP
720
Ameritas Investment Partners
Nebraska
$416K -$38.5K -163 -9%
CW
721
Cook Wealth
North Carolina
$402K
RCM
722
Raleigh Capital Management
North Carolina
$400K +$86.9K +368 +28%
AWAP
723
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$393K -$2.83K -12 -0.7%
CP
724
Cumberland Partners
Ontario, Canada
$393K +$15.3K +65 +4%
Boston Partners
725
Boston Partners
Massachusetts
$392K -$1.42M -6,015 -78%