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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
701
Vestmark Advisory Solutions
Massachusetts
$448K -$64.8K -465 -12%
CT
702
Caldwell Trust
Florida
$445K +$263K +1,891 +119%
SWA
703
Sutton Wealth Advisors
Florida
$439K -$2.23K -16 -0.5%
TEC
704
Tiger Eye Capital
Tennessee
$436K
KFP
705
KB Financial Partners
New Jersey
$434K +$41.8K +300 +10%
EWM
706
EPG Wealth Management
Georgia
$430K +$26.3K +189 +6%
SWP
707
Stratos Wealth Partners
Ohio
$430K +$34.4K +247 +8%
RWM
708
Ritholtz Wealth Management
New York
$427K -$1.11K -8 -0.2%
KeyBank National Association
709
KeyBank National Association
Ohio
$427K +$30.2K +217 +7%
CIBC World Market
710
CIBC World Market
Ontario, Canada
$419K -$36.1M -259,289 -99%
GIA
711
Gateway Investment Advisers
Ohio
$416K -$13.1K -94 -3%
ACM
712
Alethea Capital Management
Washington
$416K +$454K +3,256 New
BU
713
BBVA USA
Alabama
$415K -$3.34K -24 -0.7%
CA
714
Cetera Advisors
Colorado
$415K +$18.8K +135 +4%
CP
715
Cumberland Partners
Ontario, Canada
$415K +$453K +3,250 New
PCP
716
Proficio Capital Partners
Massachusetts
$414K +$4.04K +29 +0.9%
LSA
717
Leonteq Securities AG
Switzerland
$408K +$250K +1,798 +129%
EN1L
718
Engine No 1 LLC
California
$405K +$181K +1,302 +70%
SWA
719
Sax Wealth Advisors
New Jersey
$404K +$441K +3,163 New
GT
720
Glenview Trust
Kentucky
$397K -$279 -2 -0.1%
VWM
721
Vigilare Wealth Management
Arizona
$395K
CWM
722
Circle Wealth Management
New Jersey
$395K +$431K +3,092 New
S
723
SignatureFD
Georgia
$394K -$31.5K -226 -7%
Cerity Partners
724
Cerity Partners
New York
$391K +$2.92K +21 +0.7%
QCG
725
Quadrant Capital Group
Ohio
$387K -$5.85K -42 -1%