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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
301
Institute for Wealth Management
Colorado
$328K +$75.2K +540 +30%
CBFP
302
Cedar Brook Financial Partners
Ohio
$320K +$29.9K +215 +10%
HWMA
303
Heritage Wealth Management (Arizona)
Arizona
$318K +$316K +2,267 New
DP
304
Dearborn Partners
Illinois
$312K
SBH
305
Segall Bryant & Hamill
Illinois
$309K
Mirae Asset Global Investments
306
Mirae Asset Global Investments
South Korea
$307K -$16.2K -116 -5%
CAN
307
Cetera Advisor Networks
California
$305K +$302K +2,169 New
TI
308
Trexquant Investment
Connecticut
$304K -$1.35M -9,673 -82%
PSP
309
Principal Street Partners
Tennessee
$302K -$9.89K -71 -3%
SC
310
Sierra Capital
Florida
$298K
BP
311
Ballentine Partners
Massachusetts
$293K +$18.2K +131 +7%
EAM
312
Eagle Asset Management
Florida
$289K +$16.9K +121 +6%
EWA
313
EP Wealth Advisors
California
$286K +$283K +2,035 New
GVAG
314
Great Valley Advisor Group
Delaware
$285K +$279 +2 +0.1%
SFO
315
Stokes Family Office
Louisiana
$283K +$281K +2,015 New
YIH
316
Y-Intercept (HK)
Hong Kong
$282K +$280K +2,008 New
RCAG
317
Rehmann Capital Advisory Group
Michigan
$274K -$1.39K -10 -0.5%
CMO
318
Covenant Multifamily Offices
Texas
$271K +$36.1K +259 +15%
BCM
319
Breiter Capital Management
Florida
$270K +$268K +1,923 New
SW
320
SVB Wealth
Massachusetts
$268K -$131K -942 -33%
CI
321
CX Institutional
Indiana
$267K
EH
322
Equitable Holdings
New York
$265K -$30.2K -217 -10%
HPC
323
HM Payson & Co
Maine
$264K -$27.3K -196 -9%
JFA
324
JNBA Financial Advisors
Minnesota
$263K
FIM
325
Freedom Investment Management
Connecticut
$263K +$15.3K +110 +6%