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Name Holding Trade Value Shares
Change
Change in
Stake
Ballentine Partners
876
Ballentine Partners
Massachusetts
$2.62M +$234K +1,215 +8%
Western Wealth Management
877
Western Wealth Management
Colorado
$2.62M -$113K -585 -3%
RBWA
878
RFG - Bristol Wealth Advisors
Massachusetts
$2.61M -$569K -2,950 -15%
HWA
879
HCR Wealth Advisors
California
$2.6M +$96.4K +500 +3%
LFP
880
Leeward Financial Partners
Washington
$2.6M +$79K +410 +3%
Circle Wealth Management
881
Circle Wealth Management
New Jersey
$2.6M +$545K +2,825 +21%
Clearstead Advisors
882
Clearstead Advisors
Ohio
$2.58M +$48.2K +250 +2%
Pallas Capital Advisors
883
Pallas Capital Advisors
Massachusetts
$2.57M +$1.14M +5,940 +58%
LA
884
Legacy Advisors
Pennsylvania
$2.56M +$54K +280 +2%
IFWM
885
Institute for Wealth Management
Colorado
$2.54M +$550K +2,855 +22%
Bradley Foster & Sargent
886
Bradley Foster & Sargent
Connecticut
$2.54M +$51.1K +265 +2%
AWA
887
Alta Wealth Advisors
Massachusetts
$2.53M -$64.6K -335 -2%
SIA
888
Schechter Investment Advisors
Michigan
$2.5M -$830K -4,305 -22%
Guardian Capital (Canada)
889
Guardian Capital (Canada)
Ontario, Canada
$2.49M +$390K +2,025 +15%
Financial Engines Advisors
890
Financial Engines Advisors
California
$2.49M -$19.3K -100 -0.6%
PGGM Investments
891
PGGM Investments
Netherlands
$2.48M – – –
Smartleaf Asset Management
892
Smartleaf Asset Management
Massachusetts
$2.46M -$46.3K -240 -2%
SFM
893
Signet Financial Management
New Jersey
$2.45M +$76.1K +395 +3%
BWG
894
Boomfish Wealth Group
Georgia
$2.44M +$54.9K +285 +2%
BAM
895
Beaumont Asset Management
Texas
$2.44M -$923K -4,790 -24%
Pinnacle Associates
896
Pinnacle Associates
New York
$2.44M +$54K +280 +2%
Capstone Investment Advisors
897
Capstone Investment Advisors
New York
$2.43M +$2.94M +15,250 New
Burney Company
898
Burney Company
Virginia
$2.42M -$5.78M -29,975 -66%
OFS
899
OMC Financial Services
New York
$2.41M -$4.82K -25 -0.2%
HI
900
Hoey Investments
Pennsylvania
$2.4M -$1.12M -5,835 -28%