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Name Holding Trade Value Shares
Change
Change in
Stake
BRM
576
Boston Research & Management
Massachusetts
$235K – – –
HVIA
577
Hudson Valley Investment Advisors
New York
$234K – – –
RWM
578
Ritholtz Wealth Management
New York
$234K +$245K +3,970 New
Marshall Wace
579
Marshall Wace
United Kingdom
$233K +$243K +3,948 New
RE
580
RBC Europe
United Kingdom
$232K +$57.3K +930 +31%
SPC
581
Sigma Planning Corp
Michigan
$230K -$28.7K -466 -11%
EB
582
Eastern Bank
Massachusetts
$230K – – –
PB
583
Pinnacle Bancorp
Nebraska
$229K +$85.1K +1,380 +55%
BHWM
584
Bar Harbor Wealth Management
New Hampshire
$227K – – –
OA
585
Oxbow Advisors
Texas
$225K – – –
RG
586
Renaissance Group
Kentucky
$221K -$47K -762 -17%
BAM
587
Belpointe Asset Management
Nevada
$221K +$113K +1,832 +96%
EWM
588
EPG Wealth Management
Georgia
$220K +$6.66K +108 +3%
BP
589
Ballentine Partners
Massachusetts
$218K +$863 +14 +0.4%
EFSCE
590
Enterprise Financial Services Corp (EFSC)
Missouri
$217K – – –
AIP
591
Ameritas Investment Partners
Nebraska
$216K – – –
CI
592
Conning Inc
Connecticut
$213K -$18.9K -307 -8%
IA
593
IFP Advisors
Florida
$213K +$35K +568 +19%
ALAM
594
Asahi Life Asset Management
Japan
$213K +$223K +3,610 New
FPFS
595
First Personal Financial Services
North Carolina
$212K -$24.7K -400 -10%
PA
596
Profund Advisors
Maryland
$212K +$5.92K +96 +3%
HIIFS
597
Harel Insurance Investments & Financial Services
Israel
$211K +$67.7K +1,098 New
Cetera Investment Advisers
598
Cetera Investment Advisers
Illinois
$210K +$6.6K +107 +3%
WAP
599
Wealthcare Advisory Partners
Pennsylvania
$209K -$1.23K -20 -0.6%
OWA
600
One Wealth Advisors
California
$205K +$6.97K +113 +3%