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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
501
Panagora Asset Management
Massachusetts
$623K +$140K +540 +25%
BWA
502
Bordeaux Wealth Advisors
California
$620K +$5.69K +22 +0.8%
WMP
503
Wealth Management Partners
Arizona
$613K +$258K +1,000 +50%
QT
504
Quantbot Technologies
New York
$612K -$4.92M -19,050 -88%
SFG
505
Synergy Financial Group
California
$611K +$73.4K +284 +12%
Loomis, Sayles & Company
506
Loomis, Sayles & Company
Massachusetts
$611K +$563K +2,179 +446%
SN
507
Sittner & Nelson
Oregon
$589K +$64.6K +250 +11%
SAM
508
Simplify Asset Management
Nevada
$587K +$116K +448 +21%
AL
509
Aspiriant LLC
California
$583K +$72.6K +281 +12%
ECG
510
EPIQ Capital Group
California
$572K +$239K +925 +59%
SG
511
Stonnington Group
California
$563K -$345K -1,333 -33%
HNW
512
High Note Wealth
Minnesota
$558K +$630K +2,437 New
SPIA
513
Steward Partners Investment Advisory
New York
$551K -$2.98M -11,513 -83%
JPLA
514
Joseph P. Lucia & Associates
New York
$550K +$621K +2,402 New
PHM
515
Prospect Hill Management
New Jersey
$544K +$64.6K +250 +12%
DGAM
516
Desjardins Global Asset Management
Quebec, Canada
$542K -$29.5K -114 -5%
AAM
517
Advisors Asset Management
Colorado
$541K +$26.9K +104 +5%
GVAG
518
Great Valley Advisor Group
Delaware
$536K -$1.55K -6 -0.3%
ARG
519
Advisory Resource Group
Oklahoma
$535K +$5.69K +22 +1%
SWP
520
Stratos Wealth Partners
Ohio
$532K +$153K +592 +34%
PWP
521
Pursue Wealth Partners
California
$531K -$629K -2,432 -49%
DADC
522
D.A. Davidson & Co
Montana
$530K -$1.03K -4 -0.2%
GM
523
Granger Management
New York
$525K – – –
SFS
524
Stiles Financial Services
Minnesota
$524K +$4.39K +17 +0.7%
IA
525
IFP Advisors
Florida
$524K +$458K +1,772 +709%