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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
651
HBK Sorce Advisory
Pennsylvania
$837K +$477K +13,680 +162%
RJT
652
Raymond James Trust
Florida
$827K -$11.2K -320 -1%
IA
653
Inspire Advisors
Idaho
$826K +$764K +21,910 New
GL
654
Graypoint LLC
New York
$825K +$7.67K +220 +1%
EGA
655
E&G Advisors
Texas
$818K -$34.9K -1,000 -4%
SW
656
SVB Wealth
Massachusetts
$816K -$22.7K -650 -3%
DAS
657
Dynamic Advisor Solutions
Arizona
$815K -$368K -10,560 -33%
MA
658
Mutual Advisors
Nebraska
$811K -$68.7K -1,970 -8%
PRC
659
Pearl River Capital
Michigan
$799K +$738K +21,180 New
WFC
660
Western Financial Corp
California
$789K -$22K -630 -3%
Kovitz Investment Group Partners
661
Kovitz Investment Group Partners
Illinois
$788K -$1.39K -40 -0.2%
CGL
662
Clarius Group LLC
Washington
$780K -$10.5K -300 -1%
CPWA
663
Cerro Pacific Wealth Advisors
California
$778K +$307K +8,800 +74%
GFG
664
Greystone Financial Group
Michigan
$762K +$705K +20,220 New
WI
665
Wintrust Investments
Illinois
$758K +$377K +10,810 +116%
VI
666
Versor Investments
New York
$754K -$174K -5,000 -20%
BCM
667
Brasada Capital Management
Texas
$754K +$697K +20,000 New
QT
668
Quantbot Technologies
New York
$754K +$697K +20,000 New
LFM
669
Lumina Fund Management
New York
$754K
DT
670
Diversified Trust
Tennessee
$747K +$13.2K +380 +2%
NIC
671
Northwest Investment Counselors
Oregon
$746K -$52.3K -1,500 -7%
QIM
672
Quantitative Investment Management
Virginia
$746K -$1.52M -43,560 -69%
TPW
673
Transatlantique Private Wealth
New York
$740K +$153K +4,400 +28%
SAI
674
Systematic Alpha Investments
New Jersey
$739K
OPS
675
Orion Portfolio Solutions
Nebraska
$735K +$45.3K +1,300 +7%