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Name Holding Trade Value Shares
Change
Change in
Stake
BF
551
Baring Financial
Washington
$696K +$615 +6 +0.1%
CIA
552
Choate Investment Advisors
Massachusetts
$695K -$40.3K -393 -6%
MOS
553
MGO One Seven
Ohio
$687K +$230K +2,248 +56%
JSW
554
Journey Strategic Wealth
New Jersey
$686K +$11.7K +114 +2%
BWA
555
Basecamp Wealth Advisors
Washington
$681K +$638K +6,223 New
LFP
556
Leeward Financial Partners
Washington
$676K -$1.74M -16,981 -73%
NA
557
NewEdge Advisors
Louisiana
$668K +$152K +1,486 +32%
FFA
558
First Foundation Advisors
California
$657K
WTC
559
WhitTier Trust Company
Nevada
$657K
PWAM
560
Pinnacle West Asset Management
Wyoming
$643K -$5.12K -50 -0.8%
VBA
561
von Borstel & Associates
Oregon
$642K -$1.42M -13,893 -71%
CM
562
Castleark Management
Illinois
$632K
BOPW
563
Brandywine Oak Private Wealth
Pennsylvania
$627K -$25.2K -246 -4%
Los Angeles Capital Management
564
Los Angeles Capital Management
California
$626K +$331K +3,233 +104%
CFG
565
Citizens Financial Group
Rhode Island
$626K +$30.6K +299 +6%
GRP
566
Global Retirement Partners
California
$625K +$118K +1,152 +25%
CCA
567
Checchi Capital Advisers
California
$621K -$4.92K -48 -0.8%
EI
568
Ellevest Inc
New York
$611K +$44.8K +437 +9%
SAM
569
Smartleaf Asset Management
Massachusetts
$583K +$5.02K +49 +0.9%
FTWA
570
Fifth Third Wealth Advisors
Ohio
$577K -$17.7K -173 -3%
IAA
571
Independent Advisor Alliance
North Carolina
$574K +$3.89K +38 +0.7%
MAM
572
Meeder Asset Management
Ohio
$564K -$465K -4,537 -47%
NQWM
573
Northwest Quadrant Wealth Management
Oregon
$563K +$1.23K +12 +0.2%
S
574
Sunpointe
Missouri
$555K +$7.48K +73 +1%
AAB
575
ABN AMRO Bank
Netherlands
$553K