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Name Holding Trade Value Shares
Change
Change in
Stake
AC
576
Avestar Capital
New York
$619K -$158K -1,210 -23%
TE
577
Tema ETFs
New York
$615K +$37.9K +290 +8%
CL
578
Choreo LLC
Illinois
$609K +$515K +3,937 New
Empower Advisory Group
579
Empower Advisory Group
Colorado
$607K -$314K -2,402 -38%
BC
580
Burney Company
Virginia
$598K +$505K +3,867 New
DWM
581
Diversify Wealth Management
Utah
$597K -$4.18K -32 -0.9%
DAS
582
Diversify Advisory Services
Utah
$597K +$459K +3,515 New
CCM
583
Coldstream Capital Management
Washington
$592K -$21.6K -165 -4%
Envestnet Portfolio Solutions
584
Envestnet Portfolio Solutions
Illinois
$590K +$4.71K +36 +1%
RA
585
Range Advisory
Virginia
$587K +$232K +1,775 +88%
AIA
586
Affinity Investment Advisors
California
$584K – – –
CWA
587
Consilio Wealth Advisors
Washington
$580K -$55.2K -422 -10%
CPC
588
Cookson Peirce & Co
Pennsylvania
$579K +$27.4K +210 +6%
SC
589
Syon Capital
California
$578K +$654 +5 +0.1%
WHG
590
Westwood Holdings Group
Texas
$576K +$486K +3,719 New
UAG
591
United Advisor Group
Ohio
$568K +$480K +3,671 New
MAM
592
Martingale Asset Management
Massachusetts
$559K +$472K +3,611 New
ACM
593
Advisors Capital Management
New Jersey
$556K +$12.9K +99 +3%
CPIG
594
Chicago Partners Investment Group
Illinois
$553K +$439K +3,358 New
LOWM
595
Laurel Oak Wealth Management
New Jersey
$541K -$130K -998 -22%
IC
596
Inscription Capital
Texas
$539K +$24.2K +185 +6%
BP
597
Ballentine Partners
Massachusetts
$539K +$10.8K +83 +2%
CCA
598
Checchi Capital Advisers
California
$537K -$392 -3 -0.1%
VFA
599
Valeo Financial Advisors
Indiana
$536K +$23K +176 +5%
WAM
600
Watershed Asset Management
California
$530K -$143K -1,093 -24%