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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
576
Personal CFO Solutions
New Jersey
$832K +$5.4K +37 +0.7%
VEA
577
Virtus ETF Advisers
New York
$814K -$117K -802 -14%
CWA
578
Clearview Wealth Advisors
Oregon
$814K -$9.2K -63 -1%
IP
579
Intellectus Partners
California
$812K -$4.96K -34 -0.7%
AIA
580
Affinity Investment Advisors
California
$807K +$33.6K +230 +5%
CSPIA
581
Cary Street Partners Investment Advisory
Virginia
$804K +$661K +4,525 +1,194%
KPWS
582
Kestra Private Wealth Services
Texas
$799K -$315K -2,156 -31%
LNWWM
583
Laird Norton Wetherby Wealth Management
California
$799K +$55.2K +378 +8%
MGIM
584
M&G Investment Management
United Kingdom
$797K -$223K -1,524 -24%
CFD
585
Creative Financial Designs
Indiana
$778K -$52.4K -359 -7%
AM
586
AGF Management
Ontario, Canada
$777K +$131K +896 +23%
GLA
587
Great Lakes Advisors
Illinois
$773K -$443K -3,031 -39%
JCIA
588
Jackson Creek Investment Advisors
Colorado
$771K +$199K +1,362 +41%
MPPW
589
Mitchell & Pahl Private Wealth
Oklahoma
$765K -$146 -1 -0%
TW
590
Transform Wealth
Colorado
$757K -$6.96M -47,666 -91%
CCM
591
Coldstream Capital Management
Washington
$752K +$87.3K +598 +15%
NRG
592
Nemes Rush Group
Michigan
$749K +$667K +4,570 New
QCM
593
Quantinno Capital Management
New York
$748K +$84.7K +580 +15%
CFAM
594
Center For Asset Management
Florida
$746K +$473K +3,238 +247%
IA
595
IAM Advisory
Pennsylvania
$741K +$2.04K +14 +0.3%
MAM
596
Madison Asset Management
Wisconsin
$737K -$184K -1,259 -22%
PAI
597
Pittenger & Anderson Inc
Nebraska
$734K -$76.7K -525 -11%
BCP
598
Blackhawk Capital Partners
Wisconsin
$733K +$11.1K +76 +2%
DWA
599
Douglass Winthrop Advisors
New York
$729K
RGF
600
Retirement Guys Formula
Ohio
$728K +$58K +397 +10%