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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
451
HB Wealth Management
Georgia
$236K +$24K +298 +11%
BFA
452
Bill Few Associates
Pennsylvania
$236K -$22.6K -280 -8%
FAFN
453
First Affirmative Financial Network
Colorado
$236K +$3.14K +39 +1%
EH
454
Equitable Holdings
New York
$235K +$725 +9 +0.3%
EWA
455
ERTS Wealth Advisors
Michigan
$234K
BWP
456
BSW Wealth Partners
Colorado
$229K +$9.83K +122 +4%
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$226K -$16K -198 -6%
DC
458
Davenport & Co
Virginia
$226K +$1.85K +23 +0.8%
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$226K +$19.3K +240 +9%
GRP
460
Global Retirement Partners
California
$226K -$2.58K -32 -1%
SWM
461
Seed Wealth Management
Illinois
$225K
LA
462
LVW Advisors
New York
$224K
CSPIA
463
Cary Street Partners Investment Advisory
Virginia
$224K +$10.4K +129 +5%
HI
464
Horizon Investments
North Carolina
$221K +$31.7K +394 +16%
CGL
465
Clarius Group LLC
Washington
$220K -$11K -137 -5%
FFM
466
Forum Financial Management
Illinois
$218K +$322 +4 +0.1%
GC
467
Guggenheim Capital
Illinois
$215K -$216K -2,686 -49%
GI
468
GAMMA Investing
California
$212K +$145K +1,804 +188%
SFA
469
Sequoia Financial Advisors
Ohio
$211K +$16.4K +204 +8%
PA
470
Profund Advisors
Maryland
$208K -$2.26K -28 -1%
BCM
471
Bayesian Capital Management
New York
$206K +$217K +2,688 New
PWG
472
Portside Wealth Group
Utah
$205K +$14.2K +176 +7%
SWM
473
SeaCrest Wealth Management
New York
$204K -$3.79K -47 -2%
TW
474
Trajan Wealth
Arizona
$201K -$16.8K -208 -7%
MG
475
Mather Group
Illinois
$199K +$806 +10 +0.4%