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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
601
Prospera Financial Services
Texas
$792K -$81K -511 -10%
SAM
602
Shell Asset Management
Netherlands
$792K -$216K -1,362 -23%
NRG
603
Nemes Rush Group
Michigan
$786K -$4.28K -27 -0.6%
BW
604
BIP Wealth
Georgia
$784K -$159K -1,000 -18%
CAMV
605
Concord Asset Management (Virginia)
Virginia
$771K +$214K +1,348 +44%
LNWWM
606
Laird Norton Wetherby Wealth Management
California
$769K -$68K -429 -9%
MWPCG
607
Measured Wealth Private Client Group
New Hampshire
$764K +$27.1K +171 +4%
RWB
608
RMR Wealth Builders
New Jersey
$760K +$144K +909 +26%
ECM
609
Evergreen Capital Management
Washington
$756K +$35.5K +224 +5%
GM
610
GeoWealth Management
Illinois
$753K +$686K +4,325 New
CG
611
Caprock Group
Idaho
$752K +$29.5K +186 +5%
MWM
612
Moran Wealth Management
Florida
$746K -$43.6K -275 -6%
UWS
613
Unique Wealth Strategies
Illinois
$745K +$678K +4,278 New
HI
614
Horizon Investments
North Carolina
$743K +$128K +809 +23%
WI
615
Wahed Invest
New York
$739K +$14K +88 +2%
CCM
616
Coldstream Capital Management
Washington
$724K -$73.7K -465 -10%
VEA
617
Virtus ETF Advisers
New York
$724K -$63.3K -399 -9%
LFAS
618
Level Four Advisory Services
Texas
$722K -$22.5K -142 -3%
MCM
619
Manchester Capital Management
Vermont
$713K +$5.39K +34 +0.8%
UH
620
Unigestion Holding
Switzerland
$710K +$647K +4,081 New
FFM
621
Forum Financial Management
Illinois
$710K -$3.49K -22 -0.5%
BSW
622
Buckingham Strategic Wealth
Missouri
$709K +$57.4K +362 +10%
IFWM
623
Institute for Wealth Management
Colorado
$709K -$123K -777 -16%
FWCM
624
Ferguson Wellman Capital Management
Oregon
$707K
CFAM
625
Center For Asset Management
Florida
$707K -$72.3K -456 -10%