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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
551
Concourse Financial Group Securities
Alabama
$755K -$10K -118 -2%
SS
552
Sunbelt Securities
Texas
$748K +$145K +1,704 +37%
CRI
553
Colonial River Investments
Virginia
$744K +$533K +6,279 New
PRS
554
Pinkerton Retirement Specialists
Idaho
$743K -$45.7K -538 -8%
AWM
555
Axxcess Wealth Management
California
$742K +$531K +6,260 New
KB
556
Kimelman & Baird
New York
$735K
RS
557
Rakuten Securities
Japan
$732K +$384K +4,524 +275%
Aviva
558
Aviva
United Kingdom
$728K
BPAMU
559
BTG Pactual Asset Management US
New York
$718K +$514K +6,057 New
WJWM
560
Williams Jones Wealth Management
New York
$713K +$242K +2,853 +90%
JF
561
Jump Financial
Illinois
$701K -$2.39M -28,181 -83%
RSWM
562
Robertson Stephens Wealth Management
California
$689K +$494K +5,815 New
AWA
563
Arkadios Wealth Advisors
Georgia
$684K +$489K +5,767 New
CIA
564
Choate Investment Advisors
Massachusetts
$684K +$1.02K +12 +0.2%
JSW
565
Journey Strategic Wealth
New Jersey
$667K +$15.1K +178 +3%
VFA
566
Valeo Financial Advisors
Indiana
$659K +$230K +2,709 +95%
IPW
567
Impact Partnership Wealth
Georgia
$654K +$468K +5,519 New
Envestnet Portfolio Solutions
568
Envestnet Portfolio Solutions
Illinois
$652K -$30.8K -363 -6%
GCS
569
Gordian Capital (Singapore)
Singapore
$652K +$174K +2,049 +59%
VFA
570
Values First Advisors
Tennessee
$648K +$147K +1,728 +46%
VI
571
Versor Investments
New York
$641K -$1.37M -16,150 -75%
MAM
572
Morse Asset Management
Connecticut
$631K +$452K +5,325 New
PCM
573
Penserra Capital Management
California
$629K +$448K +5,283 +17,610%
OIS
574
Okabena Investment Services
Minnesota
$629K +$57.6K +679 +15%
CAG
575
Csenge Advisory Group
Florida
$628K -$113K -1,332 -21%