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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
551
Paradigm Asset Management
New York
$1.03M -$84.6K -400 -7%
PA
552
Parallel Advisors
California
$1.01M -$26.7K -126 -2%
CFO
553
Callan Family Office
Pennsylvania
$1M +$193K +914 +22%
GRP
554
Global Retirement Partners
California
$1M +$724K +3,422 +207%
BA
555
Bridgewater Advisors
New York
$997K +$6.98K +33 +0.6%
CCM
556
Coldstream Capital Management
Washington
$977K -$25.8K -122 -2%
CE
557
Cornerstone Enterprises
Wisconsin
$975K +$157K +742 +18%
EI
558
Ellevest Inc
New York
$972K -$94.8K -448 -8%
EWA
559
EverSource Wealth Advisors
Alabama
$967K -$927K -4,383 -47%
OIA
560
OneDigital Investment Advisors
Kansas
$965K +$58.8K +278 +6%
TG
561
TCW Group
California
$961K +$1.03M +4,872 New
HAG
562
HighPoint Advisor Group
Illinois
$959K +$293K +1,383 +40%
HWM
563
HB Wealth Management
Georgia
$955K +$158K +748 +18%
VHAM
564
Van Hulzen Asset Management
California
$949K -$93.1K -440 -8%
ACM
565
Aquatic Capital Management
Illinois
$946K +$1.02M +4,799 New
GCM
566
Graham Capital Management
Connecticut
$933K +$2.75K +13 +0.3%
FF
567
Friedenthal Financial
New Jersey
$932K +$91.8K +434 +10%
WR
568
WD Rutherford
Oregon
$925K +$992K +4,692 New
LFG
569
Larson Financial Group
Missouri
$922K +$264K +1,249 +36%
BAM
570
Blueshift Asset Management
New Jersey
$921K +$278K +1,314 +39%
Calamos Advisors
571
Calamos Advisors
Illinois
$915K -$277K -1,310 -22%
AFG
572
Atomi Financial Group
New York
$904K -$41.9K -198 -4%
FFA
573
Florida Financial Advisors
Florida
$903K +$104K +494 +12%
DWT
574
Dorsey & Whitney Trust
South Dakota
$895K -$635 -3 -0.1%
DWP
575
Daymark Wealth Partners
Ohio
$888K +$13.1K +62 +1%