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Name Holding Trade Value Shares
Change
Change in
Stake
WP
576
Westmount Partners
California
$918K -$38.5K -421 -4%
MWM
577
Mosley Wealth Management
California
$914K +$7.32K +80 +0.8%
Envestnet Portfolio Solutions
578
Envestnet Portfolio Solutions
Illinois
$913K -$637K -6,964 -43%
IAA
579
Independent Advisor Alliance
North Carolina
$911K +$39K +426 +5%
GI
580
Gradient Investments
Minnesota
$907K +$1.56K +17 +0.2%
SFI
581
Siemens Fonds Invest
Germany
$901K +$16.3K +178 +2%
SAM
582
Smartleaf Asset Management
Massachusetts
$895K +$44.5K +486 +6%
HFM
583
Hartford Funds Management
Pennsylvania
$891K +$124K +1,356 +17%
SMWM
584
Silvia McColl Wealth Management
California
$890K +$9.97K +109 +1%
PAG
585
Private Advisor Group
New Jersey
$889K -$112K -1,219 -12%
MMM
586
Mendel Money Management
Illinois
$882K +$49.9K +545 +6%
MGIA
587
Moneta Group Investment Advisors
Missouri
$879K +$17.6K +192 +2%
RFC
588
Regions Financial Corp
Alabama
$878K -$169K -1,851 -17%
CAG
589
Crestwood Advisors Group
Massachusetts
$867K +$74.4K +813 +10%
QCG
590
Quadrant Capital Group
Ohio
$866K -$334K -3,647 -29%
GIM
591
Generali Investments Management
Slovenia
$866K -$271K -2,957 -25%
CCM
592
Cohen Capital Management
California
$855K – – –
SIA
593
Strategic Investment Advisors
Michigan
$853K +$61K +667 +8%
IC
594
IEQ Capital
California
$850K +$465K +5,079 +139%
QWP
595
Quotient Wealth Partners
Texas
$844K -$1.83K -20 -0.2%
CA
596
Claro Advisors
Massachusetts
$833K +$4.12K +45 +0.5%
VWM
597
Venturi Wealth Management
Texas
$832K +$88K +962 +13%
SC
598
Scotia Capital
Ontario, Canada
$825K -$3.35M -36,617 -81%
GS
599
GTS Securities
Florida
$822K +$218K +2,384 +39%
AS
600
Altshuler Shaham
Israel
$818K +$93.1K +1,017 +14%