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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
551
Liberty Wealth Management
California
$1.09M
EPIMS
552
Evelyn Partners Investment Management Services
$1.07M +$553 +1 +0.1%
PCIA
553
Prime Capital Investment Advisors
Kansas
$1.06M +$646K +1,168 +173%
HWM
554
HB Wealth Management
Georgia
$1.05M +$168K +304 +20%
KAS
555
Kestra Advisory Services
Texas
$1.05M -$255K -461 -20%
ECM
556
Everence Capital Management
Indiana
$1.04M
OAM
557
Ostrum Asset Management
France
$1.04M -$1.25M -2,261 -56%
CF
558
Copperwynd Financial
Arizona
$1.03M +$11.1K +20 +1%
MA
559
Montag & Associates
Georgia
$1.03M
HCA
560
Harbor Capital Advisors
Illinois
$1.01M -$6.64K -12 -0.7%
IFWM
561
Institute for Wealth Management
Colorado
$994K -$29.3K -53 -3%
MSA
562
MUFG Securities Americas
New York
$989K +$188K +340 +25%
CGH
563
Crossmark Global Holdings
Texas
$984K -$388K -701 -29%
ETC
564
Exchange Traded Concepts
Oklahoma
$980K +$475K +859 +102%
GWP
565
Gen-Wealth Partners
Michigan
$980K +$95.2K +172 +11%
LA
566
LVW Advisors
New York
$975K +$70.8K +128 +8%
SCI
567
Stableford Capital II
Arizona
$971K +$984K +1,777 New
BP
568
Ballentine Partners
Massachusetts
$969K -$43.2K -78 -4%
Tudor Investment Corp
569
Tudor Investment Corp
Connecticut
$959K -$13.5M -24,468 -94%
VI
570
Vestcor Inc
New Brunswick, Canada
$955K +$122K +221 +15%
CI Investments Inc
571
CI Investments Inc
Ontario, Canada
$950K +$2.21K +4 +0.2%
FAM
572
Fairtree Asset Management
South Africa
$943K
WAG
573
Wallace Advisory Group
California
$943K +$30.4K +55 +3%
PAS
574
Park Avenue Securities
New York
$934K +$896K +1,619 New
GC
575
Guggenheim Capital
Illinois
$929K -$19.4K -35 -2%