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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
426
HB Wealth Management
Georgia
$668K +$138K +644 +25%
IWC
427
Integrated Wealth Concepts
Massachusetts
$661K -$225K -1,050 -25%
FTWA
428
Fifth Third Wealth Advisors
Ohio
$660K -$43.1K -201 -6%
CIP
429
Cornerstone Investment Partners
Georgia
$647K +$658K +3,071 New
GT
430
Greenleaf Trust
Michigan
$645K -$49.3K -230 -7%
EH
431
Equitable Holdings
New York
$644K +$656K +3,061 New
PWPS
432
Pinnacle Wealth Planning Services
Ohio
$642K +$6K +28 +0.9%
GCP
433
GSA Capital Partners
United Kingdom
$635K +$419K +1,956 +185%
ACM
434
Aljian Capital Management
Nevada
$632K -$21.4K -100 -3%
FFA
435
Farther Finance Advisors
California
$628K -$48.9K -228 -7%
BAM
436
Blueshift Asset Management
New Jersey
$625K +$431K +2,012 +210%
MSA
437
MUFG Securities Americas
New York
$622K +$51.5K +240 +9%
SCM
438
Sterling Capital Management
North Carolina
$620K -$77.4K -361 -11%
NDSIB
439
North Dakota State Investment Board
North Dakota
$615K +$17.6K +82 +3%
LWM
440
Lakeridge Wealth Management
Ohio
$608K +$2.79K +13 +0.5%
SSA
441
Schonfeld Strategic Advisors
New York
$607K +$618K +2,882 New
FB
442
Fulton Bank
Pennsylvania
$607K +$58.3K +272 +10%
GCM
443
Graham Capital Management
Connecticut
$600K +$611K +2,850 New
WANY
444
Wealthspire Advisors (New York)
New York
$599K +$360K +1,680 +144%
CT
445
ClearAlpha Technologies
Connecticut
$597K +$608K +2,834 New
OWA
446
Outlook Wealth Advisors
Texas
$593K +$5.79K +27 +1%
BJL
447
Brighton Jones LLC
Washington
$586K -$71K -331 -11%
GI
448
GAMMA Investing
California
$584K -$36.2K -169 -6%
Lido Advisors
449
Lido Advisors
California
$576K +$40.7K +190 +7%
Janney Montgomery Scott
450
Janney Montgomery Scott
Pennsylvania
$572K -$587K -2,736 -50%