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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
476
Sage Mountain Advisors
Georgia
$354K +$121K +3,080 +54%
UCFA
477
United Capital Financial Advisors
Texas
$350K +$7.72K +197 +2%
WIA
478
World Investment Advisors
California
$350K +$17.4K +445 +5%
IWM
479
IHT Wealth Management
Illinois
$348K +$510 +13 +0.2%
Vontobel Holding
480
Vontobel Holding
Switzerland
$347K -$1.84K -47 -0.5%
AssetMark Inc
481
AssetMark Inc
California
$341K +$234K +5,956 +239%
AWS
482
Atria Wealth Solutions
New York
$340K -$446K -11,375 -57%
EI
483
Ethic Inc
New York
$340K +$72.6K +1,851 +28%
IWC
484
Integrated Wealth Concepts
Massachusetts
$337K -$225K -5,730 -41%
RFC
485
Regions Financial Corp
Alabama
$337K -$6.59K -168 -2%
PSP
486
Principal Street Partners
Tennessee
$334K +$5.72K +146 +2%
3IP
487
3Chopt Investment Partners
Virginia
$333K +$14.1K +359 +5%
MFIM
488
Mesirow Financial Investment Management
Illinois
$333K +$6.08K +155 +2%
GWM
489
Geneos Wealth Management
Colorado
$330K -$518K -13,212 -62%
MFG
490
Merit Financial Group
Georgia
$330K +$25.4K +649 +9%
BFC
491
Bedel Financial Consulting
Indiana
$329K
BBHC
492
Brown Brothers Harriman & Co
New York
$328K +$16.1K +411 +5%
HKIMG
493
Hutchens & Kramer Investment Management Group
Indiana
$323K
BHPW
494
Beverly Hills Private Wealth
California
$323K -$36K -918 -10%
JWCA
495
J.W. Cole Advisors
Florida
$323K +$15.3K +390 +5%
LK
496
Lumbard & Kellner
New Hampshire
$323K
DTL
497
Dynamic Technology Lab
Singapore
$318K -$1.76M -44,864 -85%
I
498
INVST
Indiana
$316K +$12.5K +320 +4%
HFM
499
Harvest Fund Management
China
$310K -$659K -16,809 -69%
NW
500
NewEdge Wealth
Pennsylvania
$310K +$2.67K +68 +0.9%