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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Mission Wealth Management
California
$827K -$58.2K -97 -7%
HWM
602
HB Wealth Management
Georgia
$826K +$53.4K +89 +7%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$826K -$85.8K -143 -9%
SFM
604
Signet Financial Management
New Jersey
$825K +$6.6K +11 +0.8%
MLL
605
Moody Lynn & Lieberson
Massachusetts
$825K +$4.2K +7 +0.5%
FGP
606
Freestone Grove Partners
California
$825K +$825K +1,375 New
EH
607
Equitable Holdings
New York
$824K +$613K +1,021 +290%
TSW
608
Three Seasons Wealth
Utah
$823K +$7.2K +12 +0.9%
GWP
609
Gen-Wealth Partners
Michigan
$810K +$176K +294 +28%
WPC
610
Wedmont Private Capital
Pennsylvania
$808K +$140K +234 +20%
HBT
611
Heartland Bank & Trust
Illinois
$805K -$35.4K -59 -4%
CPCPP
612
Canada Post Corporation Pension Plan
Canada
$803K +$803K +1,338 New
SCM
613
Stevens Capital Management
Pennsylvania
$794K +$794K +1,324 New
RCA
614
Roberts Capital Advisors
Colorado
$776K
OWCM
615
One Wealth Capital Management
Arizona
$774K +$774K +1,290 New
QPBE
616
Quintet Private Bank (Europe)
Luxembourg
$771K -$116K -194 -13%
TF
617
Threadgill Financial
Texas
$770K +$553K +922 +255%
Kovitz Investment Group Partners
618
Kovitz Investment Group Partners
Illinois
$767K +$766K +1,276 New
GF
619
Gries Financial
Ohio
$766K +$3K +5 +0.4%
HCA
620
Harbor Capital Advisors
Illinois
$760K +$16.2K +27 +2%
WEG
621
World Equity Group
Illinois
$758K +$391K +651 +106%
BC
622
Burney Company
Virginia
$751K +$60K +100 +9%
S
623
SignatureFD
Georgia
$744K -$4.8K -8 -0.6%
MYAM
624
Meiji Yasuda Asset Management
Japan
$741K -$22.8K -38 -3%
HI
625
Horizon Investments
North Carolina
$732K +$21K +35 +3%