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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
476
Diversify Wealth Management
Utah
$823K +$801K +1,800 New
AFCM
477
Applied Finance Capital Management
Puerto Rico
$820K +$813K +1,827 New
WPC
478
Wedmont Private Capital
Pennsylvania
$792K +$48.9K +110 +7%
FPW
479
Flagship Private Wealth
Massachusetts
$787K
PL
480
Perpetual Ltd
Australia
$787K +$4.89K +11 +0.6%
MAS
481
Meeder Advisory Services
Ohio
$787K +$218K +489 +39%
HIIFS
482
Harel Insurance Investments & Financial Services
Israel
$778K
PCS
483
Personal CFO Solutions
New Jersey
$776K +$52.5K +118 +7%
EGWAG
484
Elwood & Goetz Wealth Advisory Group
Georgia
$770K +$187K +420 +32%
OAM
485
Ostrum Asset Management
France
$769K -$287K -645 -27%
Harris Associates
486
Harris Associates
Illinois
$768K -$265K -595 -26%
MC
487
Machina Capital
France
$758K +$305K +686 +69%
SWP
488
Stratos Wealth Partners
Ohio
$753K +$18.2K +41 +3%
GA
489
Gateway Advisory
New Jersey
$748K +$22.7K +51 +3%
WI
490
Wahed Invest
New York
$748K +$81.9K +184 +12%
EI
491
Ellevest Inc
New York
$747K +$7.56K +17 +1%
GWM
492
Gibbs Wealth Management
Georgia
$743K +$244K +549 +50%
CNBT
493
Canandaigua National Bank & Trust
New York
$740K -$136K -306 -16%
PA
494
Profund Advisors
Maryland
$740K +$42.3K +95 +6%
PCA
495
Pallas Capital Advisors
Massachusetts
$739K -$30.7K -69 -4%
Northwestern Mutual Wealth Management
496
Northwestern Mutual Wealth Management
Wisconsin
$725K -$80.1K -180 -10%
CL
497
Choreo LLC
Illinois
$722K +$727K +1,634 New
OIA
498
OneDigital Investment Advisors
Kansas
$719K +$712K +1,601 New
VWM
499
Venturi Wealth Management
Texas
$716K +$651K +1,464 +1,118%
TSS
500
Two Sigma Securities
New York
$692K +$497K +1,116 +263%