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Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
551
Partners Capital Investment Group
Massachusetts
$458K
EFG
552
Ethos Financial Group
Pennsylvania
$447K
CL
553
COWA LLC
Oklahoma
$445K +$8.63K +507 +2%
MOS
554
MGO One Seven
Ohio
$444K -$4.05K -238 -0.9%
AWM
555
Apollon Wealth Management
South Carolina
$439K +$223K +13,119 +111%
CAG
556
Crestwood Advisors Group
Massachusetts
$439K +$38.8K +2,278 +10%
SAM
557
Smartleaf Asset Management
Massachusetts
$438K +$46.8K +2,750 +12%
MG
558
Mather Group
Illinois
$435K +$180K +10,589 +75%
OCBCO
559
Oversea-Chinese Banking Corp (OCBC)
Singapore
$433K
WFA
560
WestHill Financial Advisors
California
$431K -$2.6K -153 -0.6%
BA
561
Bridgewater Associates
Connecticut
$431K +$417K +24,531 New
IFWM
562
Institute for Wealth Management
Colorado
$430K +$85 +5 +0%
FRA
563
Frank Rimerman Advisors
California
$427K +$5.97K +351 +1%
GI
564
GAMMA Investing
California
$427K +$134K +7,882 +48%
ACA
565
Aptus Capital Advisors
Alabama
$424K -$202K -11,890 -33%
FM
566
Family Management
New York
$422K +$74.4K +4,370 +22%
GIA
567
Gateway Investment Advisers
Ohio
$419K +$406K +23,855 New
TWD
568
True Wealth Design
Ohio
$419K +$155K +9,125 +62%
DA
569
Doliver Advisors
Texas
$418K -$18.7K -1,100 -4%
Financial Engines Advisors
570
Financial Engines Advisors
California
$417K +$404K +23,732 New
AA
571
Armis Advisers
Georgia
$417K -$5.21K -306 -1%
AG
572
Ascent Group
Virginia
$416K +$10.9K +642 +3%
OAM
573
Oxford Asset Management
United Kingdom
$413K +$400K +23,508 New
WPC
574
Wedmont Private Capital
Pennsylvania
$408K +$113K +6,669 +43%
BIG
575
Brooklyn Investment Group
New York
$408K +$216K +12,680 +120%