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Name Holding Trade Value Shares
Change
Change in
Stake
EPIMS
551
Evelyn Partners Investment Management Services
$1.05M -$179K -308 -14%
RFC
552
Regions Financial Corp
Alabama
$1.02M -$70.9K -122 -6%
IWC
553
Integrated Wealth Concepts
Massachusetts
$1.02M +$80.8K +139 +8%
ECM
554
Everence Capital Management
Indiana
$1.02M
EH
555
Equitable Holdings
New York
$1.01M +$244K +420 +31%
MA
556
Montag & Associates
Georgia
$1.01M +$51.7K +89 +5%
IFWM
557
Institute for Wealth Management
Colorado
$1M +$131K +226 +15%
CF
558
Copperwynd Financial
Arizona
$1M +$52.9K +91 +5%
NL
559
NVWM LLC
Pennsylvania
$1M +$2.91K +5 +0.3%
HCA
560
Harbor Capital Advisors
Illinois
$996K +$288K +496 +39%
BP
561
Ballentine Partners
Massachusetts
$994K +$5.81K +10 +0.6%
DWM
562
Diversify Wealth Management
Utah
$990K -$154K -265 -13%
TFA
563
Toth Financial Advisory
Virginia
$973K +$486K +836 +95%
WAG
564
Wallace Advisory Group
California
$967K +$9.88K +17 +1%
CC
565
Centiva Capital
New York
$964K +$691K +1,188 +230%
FRM
566
Fox Run Management
Connecticut
$944K -$627K -1,079 -39%
RS
567
R Squared
Hong Kong
$944K +$610K +1,050 +169%
MAS
568
Meeder Advisory Services
Ohio
$931K +$2.33K +4 +0.2%
GC
569
Guggenheim Capital
Illinois
$930K -$126K -216 -12%
CI Investments Inc
570
CI Investments Inc
Ontario, Canada
$929K +$112K +192 +13%
FAM
571
Fairtree Asset Management
South Africa
$925K +$257K +442 +37%
JSSH
572
J. Safra Sarasin Holding
$916K -$83.1K -143 -8%
OWM
573
Opes Wealth Management
California
$905K +$930K +1,600 New
BMC
574
Benin Management Corp
Connecticut
$904K
ACMA
575
Arbor Capital Management (Alaska)
Alaska
$897K +$20.9K +36 +2%