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Name Holding Trade Value Shares
Change
Change in
Stake
WE
601
Wealth Effects
Massachusetts
$699K -$66.7K -1,045 -10%
NPT
602
National Philanthropic Trust
Pennsylvania
$698K +$572K +8,959 New
EAM
603
Eventide Asset Management
Massachusetts
$697K -$282K -4,419 -33%
PPP
604
Private Portfolio Partners
New Jersey
$695K -$35.1K -550 -6%
AIM
605
Arcadia Investment Management
Michigan
$694K
TI
606
Tidal Investments
Wisconsin
$690K -$92.9K -1,454 -14%
CIM
607
Confluence Investment Management
Missouri
$687K -$32.5K -509 -5%
PS
608
Principal Securities
Iowa
$686K +$562K +8,806 New
ECM
609
Evergreen Capital Management
Washington
$684K -$13.9K -217 -2%
LFA
610
Legacy Financial Advisors
Kentucky
$679K +$3.96K +62 +0.7%
UCFA
611
United Capital Financial Advisors
Texas
$679K +$119K +1,867 +27%
Wealthfront Advisers
612
Wealthfront Advisers
California
$677K +$48.2K +754 +9%
BWP
613
Barlow Wealth Partners
Kentucky
$672K +$551K +8,625 New
CI
614
Ceera Investments
Texas
$671K
MF
615
Magnetar Financial
Illinois
$665K -$113K -1,762 -17%
BSW
616
Buckingham Strategic Wealth
Missouri
$661K -$135K -2,117 -20%
EPA
617
Element Pointe Advisors
Florida
$661K -$7.41K -116 -1%
EWM
618
Empirical Wealth Management
Washington
$658K -$44.1K -690 -8%
AC
619
Avestar Capital
New York
$656K -$575 -9 -0.1%
PP
620
PDS Planning
Ohio
$651K +$19.7K +309 +4%
WEG
621
World Equity Group
Illinois
$649K +$49.8K +780 +12%
Bank Julius Baer & Co
622
Bank Julius Baer & Co
Switzerland
$647K +$453K +7,100 +444%
A
623
AJOVista
Massachusetts
$646K +$530K +8,300 New
IWA
624
Icon Wealth Advisors
Texas
$644K +$528K +8,273 New
Fifth Third Bancorp
625
Fifth Third Bancorp
Ohio
$640K -$5.17K -81 -1%