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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
801
Cerity Partners
New York
$259K -$29.3K -1,114 -10%
PIM
802
Perpetual Investment Management
Australia
$258K
HAG
803
HighPoint Advisor Group
Illinois
$258K +$290 +11 +0.1%
PAS
804
Park Avenue Securities
New York
$256K -$197K -7,475 -44%
CA
805
Clearstead Advisors
Ohio
$255K +$8.03K +305 +3%
DC
806
Davenport & Co
Virginia
$254K -$48.4K -1,838 -16%
Carson Wealth (CWM LLC)
807
Carson Wealth (CWM LLC)
Nebraska
$253K
WT
808
Whittier Trust
California
$251K -$5.53K -210 -2%
BHWM
809
Bar Harbor Wealth Management
New Hampshire
$251K -$1.32K -50 -0.5%
GD
810
Grandfield & Dodd
New York
$250K -$10.7K -406 -4%
CBN
811
Cadence Bank NA
Texas
$249K
IRC
812
Investors Research Corp
Georgia
$249K +$9.21K +350 +4%
PWMG
813
Prestige Wealth Management Group
New Jersey
$249K +$241K +9,149 +60,993%
HSA
814
HBK Sorce Advisory
Pennsylvania
$249K +$241K +9,159 New
PFSC
815
Peoples Financial Services Corp
Pennsylvania
$247K -$7.9K -300 -3%
SVWAG
816
Sound View Wealth Advisors Group
Georgia
$247K +$240K +9,102 New
PFWA
817
Paces Ferry Wealth Advisors
Georgia
$245K +$237K +9,018 New
CIA
818
Capital Investment Advisors
Georgia
$244K +$236K +8,958 New
LCM
819
Laurion Capital Management
New York
$242K -$2.4M -91,100 -91%
MIS
820
Morningstar Investment Services
Illinois
$241K -$39.4K -1,498 -14%
HPC
821
HM Payson & Co
Maine
$241K
WAP
822
Wealthcare Advisory Partners
Pennsylvania
$241K +$233K +8,867 New
MCM
823
Manchester Capital Management
Vermont
$240K
JF
824
Jump Financial
Illinois
$240K +$232K +8,828 New
HI
825
Horizon Investments
North Carolina
$237K +$229K +8,700 New