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Name Holding Trade Value Shares
Change
Change in
Stake
TSW
476
Three Seasons Wealth
Utah
$825K +$36K +81 +5%
DWM
477
Diversify Wealth Management
Utah
$823K +$801K +1,800 New
AFCM
478
Applied Finance Capital Management
Puerto Rico
$820K +$813K +1,827 New
WPC
479
Wedmont Private Capital
Pennsylvania
$792K +$48.9K +110 +7%
FPW
480
Flagship Private Wealth
Massachusetts
$787K – – –
PL
481
Perpetual Ltd
Australia
$787K +$4.89K +11 +0.6%
MAS
482
Meeder Advisory Services
Ohio
$787K +$218K +489 +39%
HIIFS
483
Harel Insurance Investments & Financial Services
Israel
$778K – – –
PCS
484
Personal CFO Solutions
New Jersey
$776K +$52.5K +118 +7%
EGWAG
485
Elwood & Goetz Wealth Advisory Group
Georgia
$770K +$187K +420 +32%
OAM
486
Ostrum Asset Management
France
$769K -$287K -645 -27%
Harris Associates
487
Harris Associates
Illinois
$768K -$265K -595 -26%
MC
488
Machina Capital
France
$758K +$305K +686 +69%
SWP
489
Stratos Wealth Partners
Ohio
$753K +$18.2K +41 +3%
GA
490
Gateway Advisory
New Jersey
$748K +$22.7K +51 +3%
WI
491
Wahed Invest
New York
$748K +$81.9K +184 +12%
EI
492
Ellevest Inc
New York
$747K +$7.56K +17 +1%
GWM
493
Gibbs Wealth Management
Georgia
$743K +$244K +549 +50%
CNBT
494
Canandaigua National Bank & Trust
New York
$740K -$136K -306 -16%
PA
495
Profund Advisors
Maryland
$740K +$42.3K +95 +6%
PCA
496
Pallas Capital Advisors
Massachusetts
$739K -$30.7K -69 -4%
Northwestern Mutual Wealth Management
497
Northwestern Mutual Wealth Management
Wisconsin
$725K -$80.1K -180 -10%
CL
498
Choreo LLC
Illinois
$722K +$727K +1,634 New
OIA
499
OneDigital Investment Advisors
Kansas
$719K +$712K +1,601 New
VWM
500
Venturi Wealth Management
Texas
$716K +$651K +1,464 +1,118%