Name Holding Trade Value Shares
Change
Change in
Stake
EWA
576
EP Wealth Advisors
California
$514K +$544K +2,048 New
SWP
577
Stratos Wealth Partners
Ohio
$511K +$57.9K +218 +12%
GVAG
578
Great Valley Advisor Group
Delaware
$509K -$45.1K -170 -8%
VCA
579
Verdence Capital Advisors
Maryland
$506K -$12K -45 -2%
SAM
580
S.A. Mason
Michigan
$503K – – –
IC
581
Inscription Capital
Texas
$496K +$525K +1,978 New
KPWS
582
Kestra Private Wealth Services
Texas
$493K -$34.8K -131 -6%
CL
583
CSS LLC
Illinois
$489K +$518K +1,950 New
AWM
584
Angeles Wealth Management
California
$479K +$183K +688 +56%
BIA
585
Barry Investment Advisors
Massachusetts
$476K -$26.8K -101 -5%
JFGIW
586
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$470K -$51.8K -195 -9%
SRL
587
Scientech Research LLC
New Jersey
$470K +$497K +1,873 New
NP
588
NorthRock Partners
Minnesota
$469K -$255K -962 -34%
WB
589
Webster Bank
Connecticut
$465K -$5.31K -20 -1%
GAM
590
Grandview Asset Management
Pennsylvania
$465K +$266 +1 +0.1%
BIG
591
Brooklyn Investment Group
New York
$461K +$210K +791 +77%
SSA
592
Shepherd Street Advisors
California
$461K +$488K +1,836 New
GHAM
593
Gilman Hill Asset Management
Connecticut
$459K – – –
BPA
594
Beacon Pointe Advisors
California
$455K +$62.9K +237 +15%
KF
595
Krilogy Financial
Missouri
$452K +$2.13K +8 +0.5%
MMG
596
Monetary Management Group
Missouri
$452K -$53.1K -200 -10%
DWM
597
Ducere Wealth Management
California
$449K +$475K +1,789 New
GWANC
598
Guardian Wealth Advisors (North Carolina)
North Carolina
$448K -$1.06K -4 -0.2%
PAM
599
Peak Asset Management
Colorado
$448K -$35.1K -132 -7%
PP
600
Prudential plc
United Kingdom
$447K – – –