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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
576
Global Retirement Partners
California
$818K -$38K -117 -5%
PGFC
577
Peapack-Gladstone Financial Corp
New Jersey
$816K +$18.8K +58 +3%
PS
578
Principal Securities
Iowa
$815K -$13.6K -42 -2%
WRPWM
579
Werba Rubin Papier Wealth Management
California
$814K +$7.14K +22 +1%
EWM
580
Evercore Wealth Management
New York
$814K
PFS
581
Prospera Financial Services
Texas
$810K +$8.77K +27 +1%
RJT
582
Raymond James Trust
Florida
$798K +$71.7K +221 +11%
WA
583
Win Advisors
Florida
$790K +$705K +2,171 New
MCM
584
MAI Capital Management
Ohio
$780K -$153K -470 -18%
FPAS
585
Focus Partners Advisor Solutions
Missouri
$775K +$447K +1,377 +183%
CCIA
586
Campbell & Co Investment Adviser
Maryland
$774K -$819K -2,524 -54%
AB
587
Atlas Brown
Kentucky
$774K +$974 +3 +0.1%
CL
588
Choreo LLC
Illinois
$773K +$151K +466 +28%
GVAG
589
Great Valley Advisor Group
Delaware
$773K +$17.2K +53 +3%
FF
590
Friedenthal Financial
New Jersey
$757K +$676K +2,081 New
PAM
591
Panagora Asset Management
Massachusetts
$755K -$46.1M -142,109 -99%
ACM
592
Advisors Capital Management
New Jersey
$754K +$6.82K +21 +1%
Vontobel Holding
593
Vontobel Holding
Switzerland
$754K -$306K -944 -31%
BB
594
Busey Bank
Illinois
$752K -$81.2K -250 -11%
PWMG
595
Prestige Wealth Management Group
New Jersey
$751K +$643K +1,981 +2,387%
PA
596
Parallel Advisors
California
$751K +$32.8K +101 +5%
FFA
597
Farther Finance Advisors
California
$750K +$42.9K +132 +7%
LW
598
Linscomb Wealth
Texas
$748K -$19.2K -59 -3%
NP
599
NorthRock Partners
Minnesota
$743K +$25.3K +78 +4%
RPCONE
600
Retirement Planning Company of New England
Rhode Island
$741K -$33.4K -103 -5%