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Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
301
Prudential Financial
New Jersey
$564K -$30.6K -1,965 -6%
WPC
302
Wedmont Private Capital
Pennsylvania
$558K -$62.2K -3,988 -11%
CL
303
Choreo LLC
Illinois
$536K -$15.8K -1,011 -3%
Brown Advisory
304
Brown Advisory
Maryland
$524K -$58K -3,721 -11%
SFA
305
Sequoia Financial Advisors
Ohio
$522K -$39.9K -2,557 -8%
LCM
306
Landscape Capital Management
New Jersey
$522K +$469K +30,091 New
JWWM
307
Johnson & White Wealth Management
Pennsylvania
$521K +$78K +5,000 +20%
RWM
308
Ritholtz Wealth Management
New York
$513K -$347K -22,268 -43%
Schroder Investment Management Group
309
Schroder Investment Management Group
United Kingdom
$508K +$47.9K +3,068 +12%
Franklin Resources
310
Franklin Resources
California
$506K +$23.2K +1,489 +5%
AFG
311
Atomi Financial Group
New York
$504K -$34.3K -2,196 -7%
EPW
312
Evolve Private Wealth
California
$498K +$448K +28,722 New
SW
313
SteelPeak Wealth
California
$497K -$14.2K -912 -3%
VCP
314
Verus Capital Partners
Arizona
$493K +$10.4K +668 +2%
SDH
315
Sloy Dahl & Holst
Washington
$488K +$78 +5 +0%
FCH
316
Freestone Capital Holdings
Washington
$486K +$18K +1,153 +4%
DL
317
Dockside LLC
New York
$484K +$435K +27,873 New
ECM
318
Everence Capital Management
Indiana
$473K +$1.89K +121 +0.4%
SC
319
Sapient Capital
Indiana
$470K
EFG
320
Ethos Financial Group
Pennsylvania
$468K +$31.2K +2,000 +8%
IAA
321
Independent Advisor Alliance
North Carolina
$468K -$2.87K -184 -0.7%
Envestnet Asset Management
322
Envestnet Asset Management
Illinois
$466K -$40.9K -2,623 -9%
Natixis Advisors
323
Natixis Advisors
Massachusetts
$464K +$175K +11,211 +72%
ASN
324
Advisory Services Network
Georgia
$462K +$169K +10,865 +69%
PFPG
325
Pinnacle Financial Partners (Georgia)
Georgia
$461K