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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
426
Geneos Wealth Management
Colorado
$10.2K
Loomis, Sayles & Company
427
Loomis, Sayles & Company
Massachusetts
$10K -$12K -209 -53%
WTA
428
Washington Trust Advisors
Massachusetts
$9.88K
AF
429
Allworth Financial
California
$8.69K +$57 +1 +0.6%
LC
430
Lindbrook Capital
California
$8.27K -$229 -4 -3%
CSPIA
431
Cary Street Partners Investment Advisory
Virginia
$8.21K
FRA
432
Front Row Advisors
California
$8K -$3.15K -55 -28%
WTC
433
WhitTier Trust Company
Nevada
$7.6K
FFA
434
Farther Finance Advisors
California
$7.44K -$916 -16 -11%
ST
435
Sageworth Trust
Pennsylvania
$7.44K
S
436
SignatureFD
Georgia
$7.33K -$5.27K -92 -41%
JWA
437
JFS Wealth Advisors
Pennsylvania
$7.16K -$286 -5 -4%
CFO
438
CVA Family Office
Colorado
$6.94K -$859 -15 -11%
PMFA
439
Plante Moran Financial Advisors
Michigan
$6.66K
AAS
440
Ameritas Advisory Services
Nebraska
$6.34K +$6.41K +112 New
EARNEST Partners
441
EARNEST Partners
Georgia
$6.05K
HBW
442
Hazlett, Burt & Watson
West Virginia
$6K
IFAM
443
Institutional & Family Asset Management
Colorado
$5.94K
N
444
Natixis
France
$5.55K -$5.05M -88,300 -100%
BIA
445
Bell Investment Advisors
California
$5.55K -$744 -13 -12%
BWA
446
BDO Wealth Advisors
Florida
$5.55K
NF
447
Norwood Financial
Pennsylvania
$5.55K
PWMG
448
Prestige Wealth Management Group
New Jersey
$5.55K
Bessemer Group
449
Bessemer Group
New Jersey
$5K
HGERS
450
Householder Group Estate & Retirement Specialist
Arizona
$5K +$5.09K +89 New