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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
576
West Family Investments
California
$343K +$35.8K +428 +12%
CCA
577
Checchi Capital Advisers
California
$341K +$15.9K +190 +5%
SPIA
578
Steward Partners Investment Advisory
New York
$341K +$32.6K +389 +11%
BFG
579
Bleakley Financial Group
New Jersey
$334K +$9.37K +112 +3%
SW
580
Simplicity Wealth
New Jersey
$334K +$9.37K +112 +3%
FIM
581
Freedom Investment Management
Connecticut
$331K +$322K +3,846 New
LNWWM
582
Laird Norton Wetherby Wealth Management
California
$331K +$72.2K +863 +29%
Brown Advisory
583
Brown Advisory
Maryland
$329K +$320K +3,829 New
Bessemer Group
584
Bessemer Group
New Jersey
$326K -$143K -1,710 -31%
C
585
Covestor
United Kingdom
$323K +$88.5K +1,058 +39%
IC
586
IEQ Capital
California
$322K +$313K +3,741 New
VFA
587
Values First Advisors
Tennessee
$322K +$72.6K +867 +30%
CI
588
Cigna Investments
Connecticut
$319K -$4.1K -49 -1%
OWM
589
OneAscent Wealth Management
Alabama
$319K +$12.4K +148 +4%
UB
590
Umpqua Bank
Oregon
$318K +$6.53K +78 +2%
FTDI
591
First Trust Direct Indexing
Massachusetts
$317K +$309K +3,689 New
ECM
592
Evergreen Capital Management
Washington
$312K +$303K +3,624 New
AG
593
Ascent Group
Virginia
$310K -$10.6K -127 -3%
AC
594
Apella Capital
Connecticut
$309K -$103K -1,226 -27%
BC
595
Belmont Capital
California
$306K
FM
596
Foster & Motley
Ohio
$302K -$295K -3,529 -50%
MTIM
597
Marathon Trading Investment Management
Pennsylvania
$301K +$293K +3,500 New
GWMR
598
GC Wealth Management RIA
Massachusetts
$301K
AO
599
Advisor OS
Illinois
$298K -$16.8K -201 -5%
GCS
600
Gordian Capital (Singapore)
Singapore
$297K +$289K +3,450 New