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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
626
Poinciana Advisors Group
Florida
$620K -$73.9K -595 -12%
EFS
627
Essex Financial Services
Connecticut
$620K +$91.8K +739 +20%
QFW
628
QTR Family Wealth
Florida
$616K +$13.8K +111 +3%
DAS
629
Dynamic Advisor Solutions
Arizona
$612K -$26.7K -215 -5%
OAM
630
Ostrum Asset Management
France
$607K +$201K +1,619 +59%
DWM
631
Drive Wealth Management
Utah
$606K +$10.4K +84 +2%
MA
632
Mutual Advisors
Nebraska
$603K -$39.6K -319 -6%
JSAM
633
J. Safra Asset Management
New York
$598K +$537K +4,319 New
NIWA
634
New Insight Wealth Advisors
California
$596K +$91.6K +737 +21%
TAM
635
Titleist Asset Management
Texas
$594K
SOW
636
State of Wyoming
Wyoming
$587K -$1.8M -14,448 -77%
DAM
637
Deltec Asset Management
New York
$582K +$522K +4,200 New
GIA
638
Gladstone Institutional Advisory
Florida
$579K +$29.8K +240 +6%
PCM
639
Polymer Capital Management
New York
$564K -$520K -4,182 -51%
BBHC
640
Brown Brothers Harriman & Co
New York
$560K +$13.7K +110 +3%
HH
641
Hilltop Holdings
Texas
$559K -$10.3K -83 -2%
AC
642
Avestar Capital
New York
$551K +$494K +3,976 New
AG
643
Ascent Group
Virginia
$549K -$39.1K -315 -7%
SAM
644
Smartleaf Asset Management
Massachusetts
$547K +$214K +1,724 +81%
DFCM
645
Dark Forest Capital Management
Puerto Rico
$544K -$1.01M -8,092 -67%
PPWP
646
Premier Path Wealth Partners
New Jersey
$541K +$61.4K +494 +14%
GRP
647
Global Retirement Partners
California
$536K +$220K +1,767 +84%
AC
648
AXQ Capital
New Jersey
$529K -$267K -2,148 -36%
BIM
649
Bridges Investment Management
Nebraska
$526K +$472K +3,794 New
RPA
650
Redwood Park Advisors
California
$524K +$470K +3,785 New