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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
601
EP Wealth Advisors
California
$680K +$308K +2,045 +83%
MS
602
Maven Securities
Jersey
$678K -$127K -845 -16%
BEI
603
Benjamin Edwards Inc
Missouri
$676K +$646K +4,292 +2,073%
ECM
604
Evergreen Capital Management
Washington
$674K -$4.66K -31 -0.7%
PFS
605
Prospera Financial Services
Texas
$671K -$60.3K -401 -8%
CD
606
Chapin Davis
Maryland
$668K +$223K +1,481 +50%
KWA
607
Kingswood Wealth Advisors
California
$656K +$301K +2,002 +85%
CIS
608
Custom Index Systems
New York
$648K +$322K +2,140 +99%
BFG
609
Bleakley Financial Group
New Jersey
$647K -$80.2K -533 -11%
Lido Advisors
610
Lido Advisors
California
$646K +$12.2K +81 +2%
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$641K -$10.2K -68 -2%
IA
612
IFP Advisors
Florida
$640K +$66.9K +445 +12%
SA
613
Strategic Advisors
New York
$640K
SFSG
614
Sound Financial Strategies Group
Mississippi
$639K +$71.3K +474 +13%
MOS
615
MGO One Seven
Ohio
$637K +$15.2K +101 +2%
SPC
616
Spirepoint Private Client
Florida
$637K
CWA
617
Clearview Wealth Advisors
Oregon
$633K -$17.6K -117 -3%
FCBT
618
First Citizens Bank & Trust
North Carolina
$632K -$71.2K -473 -10%
DWT
619
Dorsey & Whitney Trust
South Dakota
$629K +$33.1K +220 +6%
MCM
620
Manchester Capital Management
Vermont
$627K +$2.86K +19 +0.5%
BRWA
621
B. Riley Wealth Advisors
Florida
$621K +$18.5K +123 +3%
FFM
622
Forum Financial Management
Illinois
$618K +$602 +4 +0.1%
FTWA
623
Fifth Third Wealth Advisors
Ohio
$612K +$68.6K +456 +13%
HSA
624
HBK Sorce Advisory
Pennsylvania
$609K -$6.47K -43 -1%
RDWM
625
Red Door Wealth Management
Tennessee
$608K