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Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
676
Fifth Third Wealth Advisors
Ohio
$616K -$15.5K -103 -3%
MCM
677
Monument Capital Management
Virginia
$615K
Envestnet Portfolio Solutions
678
Envestnet Portfolio Solutions
Illinois
$614K +$48.7K +324 +9%
MPPW
679
Mitchell & Pahl Private Wealth
Oklahoma
$613K -$18.5K -123 -3%
PP
680
Prudential plc
United Kingdom
$612K
BCP
681
Blackhawk Capital Partners
Wisconsin
$610K -$72.7K -484 -11%
OIM
682
Oceanic Investment Management
Isle Of Man
$610K +$562K +3,742 New
SC
683
Sapient Capital
Indiana
$609K -$423K -2,816 -43%
SWP
684
Sagespring Wealth Partners
Tennessee
$608K +$27.1K +180 +5%
CWA
685
Clearview Wealth Advisors
Oregon
$608K -$26.9K -179 -5%
SWM
686
SHP Wealth Management
Massachusetts
$608K +$560K +3,729 New
GRP
687
Global Retirement Partners
California
$602K +$156K +1,038 +39%
NCM
688
Nelson Capital Management
California
$592K +$75.1K +500 +16%
Nomura Holdings
689
Nomura Holdings
Japan
$591K -$1.21M -8,037 -69%
RWM
690
Revisor Wealth Management
Ohio
$590K +$17.4K +116 +4%
TCOV
691
Trust Company of Vermont
Vermont
$589K
SCP
692
Stamos Capital Partners
California
$589K -$59.5K -396 -10%
NW
693
NewEdge Wealth
Pennsylvania
$588K +$289K +1,923 +114%
TG
694
TCW Group
California
$586K +$539K +3,590 New
TCM
695
Twin Capital Management
Pennsylvania
$582K +$902 +6 +0.2%
KWA
696
Kingswood Wealth Advisors
California
$582K +$65.7K +437 +14%
WJWM
697
Williams Jones Wealth Management
New York
$579K -$323K -2,150 -38%
JFGIW
698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$579K -$180K -1,201 -25%
AAG
699
Asset Advisory Group
New Jersey
$574K +$529K +3,522 New
CTA
700
Clear Trail Advisors
Texas
$572K +$527K +3,505 New