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Name Holding Trade Value Shares
Change
Change in
Stake
BJL
576
Brighton Jones LLC
Washington
$591K +$28.4K +383 +5%
PFGIA
577
Patriot Financial Group Insurance Agency
Massachusetts
$582K +$6.68K +90 +1%
VWM
578
Venturi Wealth Management
Texas
$581K -$55.8K -751 -9%
Jones Financial Companies
579
Jones Financial Companies
Missouri
$578K +$78.4K +1,056 +16%
MBTD
580
Mechanics Bank - Trust Department
California
$567K -$79.1K -1,065 -12%
EM
581
ELCO Management
New York
$566K -$1.93K -26 -0.3%
SS
582
Sunbelt Securities
Texas
$565K +$3.49K +47 +0.7%
APP
583
Avantax Planning Partners
Iowa
$561K
BA
584
Bridgewater Advisors
New York
$561K +$39.6K +534 +8%
SCM
585
Shelton Capital Management
Colorado
$554K -$5.35K -72 -1%
MLA
586
My Legacy Advisors
Oregon
$553K -$76.6K -1,032 -12%
LCWP
587
Legacy Capital Wealth Partners
Arkansas
$551K +$4.53K +61 +0.8%
SMC
588
Smith, Moore & Co
Missouri
$549K -$14.8K -200 -3%
ASG
589
Ariston Services Group
California
$544K
TIAA Trust, National Association
590
TIAA Trust, National Association
North Carolina
$541K +$24.9K +335 +5%
PEAK6
591
PEAK6
Illinois
$541K +$530K +7,137 New
IF
592
Intrua Financial
Texas
$540K -$82.9K -1,116 -14%
PFM
593
Potomac Fund Management
Florida
$540K +$19.2K +259 +4%
EAM
594
Eventide Asset Management
Massachusetts
$538K +$295K +3,973 +126%
WA
595
Wealth Alliance
New York
$530K -$12K -162 -2%
BIG
596
Brooklyn Investment Group
New York
$528K +$141K +1,900 +37%
FMP
597
Financial Management Professionals
Texas
$525K -$34.2K -461 -6%
MCM
598
MAI Capital Management
Ohio
$521K -$11.7K -157 -2%
HWMO
599
Heritage Wealth Management (Ohio)
Ohio
$520K
AA
600
Advisory Alpha
Michigan
$519K -$17.2K -231 -3%