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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
576
Strategic Investment Advisors
Michigan
$717K -$12.9K -142 -2%
CAG
577
Crestwood Advisors Group
Massachusetts
$716K +$43.5K +478 +6%
IP
578
Ignite Planners
California
$710K -$338K -3,707 -31%
BAM
579
Blueshift Asset Management
New Jersey
$706K +$32.1K +353 +5%
AWM
580
Axxcess Wealth Management
California
$706K -$450K -4,944 -38%
VT
581
Vise Technologies
New York
$702K +$85K +934 +13%
TPA
582
Trivium Point Advisory
Connecticut
$693K -$68.9K -757 -9%
MFIM
583
Mesirow Financial Investment Management
Illinois
$693K -$67.3K -739 -9%
EI
584
Ellevest Inc
New York
$690K +$27.7K +304 +4%
HFM
585
Hartford Funds Management
Pennsylvania
$689K -$4.74K -52 -0.7%
KPPF
586
Klein Pavlis & Peasley Financial
California
$689K -$19.8K -217 -3%
OWA
587
Octavia Wealth Advisors
Ohio
$683K -$12K -132 -2%
TIAA Trust, National Association
588
TIAA Trust, National Association
North Carolina
$676K -$8.56K -94 -1%
WTC
589
WhitTier Trust Company
Nevada
$674K -$6.46K -71 -0.9%
PFGIA
590
Patriot Financial Group Insurance Agency
Massachusetts
$673K -$4.64K -51 -0.7%
VWM
591
Venturi Wealth Management
Texas
$671K +$23.8K +261 +4%
AA
592
Advisory Alpha
Michigan
$665K +$1.64K +18 +0.2%
WPA
593
West Paces Advisors
Georgia
$665K +$3.46K +38 +0.5%
IWC
594
Integrated Wealth Concepts
Massachusetts
$663K -$4.02M -44,162 -85%
UFF
595
USA Financial Formulas
Michigan
$663K +$684K +7,511 New
WG
596
Winton Group
United Kingdom
$662K -$9.5M -104,323 -93%
CIA
597
Capital Investment Advisors
Georgia
$658K +$678K +7,451 New
FAMI
598
Fideuram Asset Management (Ireland)
$655K +$808K +8,876 New
APP
599
Avantax Planning Partners
Iowa
$654K
AS
600
Altshuler Shaham
Israel
$653K +$49.4K +542 +8%