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Name Holding Trade Value Shares
Change
Change in
Stake
S
651
SignatureFD
Georgia
$927K -$75.9K -983 -8%
PWG
652
Portside Wealth Group
Utah
$926K -$21.8K -282 -2%
IIM
653
Intact Investment Management
Quebec, Canada
$925K
I
654
InceptionR
California
$925K +$887K +11,500 New
BC
655
Bayforest Capital
United Kingdom
$922K +$754K +9,772 +578%
HWP
656
Highline Wealth Partners
California
$917K +$2.78K +36 +0.3%
VI
657
Vestcor Inc
New Brunswick, Canada
$917K -$25.1K -325 -3%
OWA
658
One Wealth Advisors
California
$907K +$65K +842 +8%
CTC
659
Central Trust Company
Missouri
$906K +$71.4K +925 +9%
NL
660
Navalign LLC
California
$904K -$35.6K -461 -4%
BIG
661
Brooklyn Investment Group
New York
$902K +$381K +4,939 +79%
BC
662
Barrett & Company
Rhode Island
$898K +$2.55K +33 +0.3%
Capstone Investment Advisors
663
Capstone Investment Advisors
New York
$893K +$857K +11,104 New
CB
664
Cadence Bank
Mississippi
$893K +$3.55K +46 +0.4%
PT
665
Plimoth Trust
Massachusetts
$890K +$1.54K +20 +0.2%
SAG
666
SageView Advisory Group
California
$889K -$16.6K -215 -2%
SCM
667
Stevens Capital Management
Pennsylvania
$885K -$921K -11,938 -52%
JWBC
668
J.W. Burns & Co
New York
$884K -$35.9K -465 -4%
AF
669
Allworth Financial
California
$876K +$99.2K +1,285 +13%
RIA
670
Regal Investment Advisors
Michigan
$876K -$70K -907 -8%
SWA
671
Stratos Wealth Advisors
Ohio
$874K +$463 +6 +0.1%
VFA
672
Valeo Financial Advisors
Indiana
$870K +$34.3K +445 +4%
SWP
673
Stratos Wealth Partners
Ohio
$870K -$36.1K -468 -4%
MA
674
Montag & Associates
Georgia
$863K
ECM
675
Evergreen Capital Management
Washington
$863K +$16.5K +214 +2%