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Name Holding Trade Value Shares
Change
Change in
Stake
S
601
Seeyond
France
$238K -$313K -4,484 -60%
JIP
602
JBJ Investment Partners
South Carolina
$237K -$56.3K -807 -21%
CBA
603
Coastal Bridge Advisors
Connecticut
$232K
LFAS
604
Level Four Advisory Services
Texas
$232K +$205K +2,939 New
UCFA
605
United Capital Financial Advisors
Texas
$231K +$5.79K +83 +3%
EH
606
Equitable Holdings
New York
$230K +$203K +2,917 New
FSA
607
Fort Sheridan Advisors
Illinois
$229K -$20.9K -300 -9%
WCM
608
Weld Capital Management
New York
$229K +$202K +2,897 New
BTWM
609
Baker Tilly Wealth Management
Wisconsin
$227K -$2.3K -33 -1%
LWM
610
Laidlaw Wealth Management
New York
$220K -$11.2K -161 -5%
WA
611
Wealth Architects
California
$220K +$195K +2,790 New
RWP
612
RWA Wealth Partners
Massachusetts
$219K
GLA
613
Good Life Advisors
Pennsylvania
$215K -$6.28K -90 -3%
FFS
614
Founders Financial Securities
Maryland
$214K +$189K +2,714 New
GAM
615
Grandview Asset Management
Pennsylvania
$213K +$8.3K +119 +5%
PBT
616
Pictet Bank & Trust
Bahamas
$213K +$188K +2,700 New
AWA
617
Alta Wealth Advisors
Massachusetts
$212K +$187K +2,686 New
PWM
618
Perigon Wealth Management
California
$210K +$186K +2,663 New
IA
619
IFP Advisors
Florida
$209K -$145K -2,086 -45%
FHA
620
First Horizon Advisors
Tennessee
$209K -$9.2K -132 -5%
WANY
621
Wealthspire Advisors (New York)
New York
$207K +$183K +2,619 New
GG
622
Golden Green
South Carolina
$205K +$181K +2,597 New
ECG
623
Edge Capital Group
Georgia
$204K +$181K +2,590 New
Cerity Partners
624
Cerity Partners
New York
$200K +$177K +2,532 New
CWC
625
Carolinas Wealth Consulting
North Carolina
$191K -$36.3K -520 -18%