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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
551
Merit Financial Group
Georgia
$952K +$46.1K +583 +5%
PWG
552
Portside Wealth Group
Utah
$943K +$123K +1,556 +15%
AC
553
ASB Consultores
Florida
$942K +$626K +7,921 +185%
CWS
554
Confluence Wealth Services
Pennsylvania
$927K -$2.29K -29 -0.2%
Wealthfront Advisers
555
Wealthfront Advisers
California
$915K +$250K +3,161 +36%
Carson Wealth (CWM LLC)
556
Carson Wealth (CWM LLC)
Nebraska
$913K -$733K -9,282 -44%
EWA
557
EP Wealth Advisors
California
$911K +$12.6K +160 +1%
AWA
558
Arete Wealth Advisors
Illinois
$910K -$263K -3,335 -22%
WC
559
Woodstock Corp
Massachusetts
$910K – – –
ACH
560
ArrowMark Colorado Holdings
Colorado
$903K – – –
EWM
561
Empirical Wealth Management
Washington
$903K +$256K +3,242 +38%
SWS
562
SYSTM Wealth Solutions
Illinois
$902K +$683K +8,649 +285%
OIA
563
OneDigital Investment Advisors
Kansas
$900K -$1.26K -16 -0.1%
BCM
564
BlueMar Capital Management
Florida
$899K -$269K -3,411 -23%
PIA
565
Perennial Investment Advisors
California
$898K -$73.3K -928 -7%
CG
566
Caprock Group
Idaho
$898K +$9.88K +125 +1%
RSWM
567
Robertson Stephens Wealth Management
California
$897K – – –
QWM
568
Quadcap Wealth Management
Texas
$892K +$1.34K +17 +0.1%
CL
569
Choreo LLC
Illinois
$889K +$113K +1,426 +14%
FFA
570
Farther Finance Advisors
California
$887K -$269K -3,406 -23%
YIH
571
Y-Intercept (HK)
Hong Kong
$884K +$905K +11,456 New
BCM
572
BluePointe Capital Management
California
$881K – – –
AFG
573
Atomi Financial Group
New York
$874K +$119K +1,510 +15%
MTWM
574
Masso Torrence Wealth Management
New Jersey
$872K – – –
PS
575
Principal Securities
Iowa
$869K +$194K +2,460 +28%