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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
726
Evolution Wealth Advisors
Florida
$304K +$45.7K +460 +18%
HR
727
Hayden Royal
North Carolina
$304K +$62.6K +630 +27%
UCMOK
728
United Capital Management of KS
Kansas
$303K +$295K +2,970 New
DWM
729
Dorchester Wealth Management
Quebec, Canada
$299K -$146K -1,470 -33%
WP
730
WealthPLAN Partners
Nebraska
$298K +$29.8K +300 +10%
CQS
731
Credential Qtrade Securities
$298K -$11.9K -120 -4%
SFA
732
Souders Financial Advisors
Ohio
$296K +$34.8K +350 +12%
PA
733
PFG Advisors
Arizona
$295K +$2.98K +30 +1%
IA
734
IFP Advisors
Florida
$293K -$316K -3,180 -52%
RWM
735
Ritholtz Wealth Management
New York
$290K +$56.7K +570 +25%
WA
736
Wealth Architects
California
$288K +$50.7K +510 +22%
BCA
737
Berman Capital Advisors
Georgia
$287K +$264K +2,660 +1,773%
WAP
738
Wealthcare Advisory Partners
Pennsylvania
$286K -$19.9K -200 -7%
C
739
Certuity
Florida
$286K +$32.8K +330 +13%
TFCP
740
Twin Focus Capital Partners
Massachusetts
$285K +$18.9K +190 +7%
ISL
741
Ingalls & Snyder LLC
New York
$284K +$2.98K +30 +1%
AMC
742
Asset Management Corp
Illinois
$284K +$276K +2,780 New
QI
743
Qtron Investments
Massachusetts
$283K +$276K +2,780 New
DWT
744
Dorsey & Whitney Trust
South Dakota
$282K -$370K -3,720 -57%
BNP Paribas Asset Management
745
BNP Paribas Asset Management
France
$277K -$356K -3,580 -57%
RG
746
Retirement Group
California
$275K +$180K +1,810 +206%
GBBWRPM
747
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$272K +$264K +2,660 New
GIP
748
Granite Investment Partners
California
$271K -$45.7K -460 -15%
BWP
749
Baldwin Wealth Partners
Massachusetts
$270K -$29.8K -300 -10%
CI
750
CX Institutional
Indiana
$270K +$99.4K +1,000 +61%