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Name Holding Trade Value Shares
Change
Change in
Stake
SOS
551
Silver Oak Securities
Tennessee
$814K -$44.2K -167 -5%
SC
552
Syon Capital
California
$798K +$37K +140 +5%
ECM
553
Evergreen Capital Management
Washington
$782K +$281K +1,063 +58%
KC
554
Kepler Cheuvreux
$781K +$44.4K +168 +6%
SAM
555
Secure Asset Management
Michigan
$767K
AF
556
Allworth Financial
California
$761K -$84.9K -321 -10%
TC
557
TwinBeech Capital
New York
$755K +$740K +2,800 New
BWM
558
BAM Wealth Management
Colorado
$744K -$210K -794 -22%
ACA
559
Atlas Capital Advisors
Wyoming
$742K
Loomis, Sayles & Company
560
Loomis, Sayles & Company
Massachusetts
$741K
AFG
561
Atomi Financial Group
New York
$738K +$18.5K +70 +3%
BFA
562
Bill Few Associates
Pennsylvania
$735K +$96.5K +365 +15%
NED
563
Nancy E. Dempze
$728K -$66.1K -250 -8%
PS
564
Principal Securities
Iowa
$727K +$1.06K +4 +0.1%
CCG
565
Cypress Capital Group
Florida
$724K
EH
566
Equitable Holdings
New York
$713K +$166K +626 +31%
SPIA
567
Steward Partners Investment Advisory
New York
$707K -$97.8K -370 -12%
BCI
568
Brinker Capital Investments
Pennsylvania
$704K +$288K +1,091 +72%
CCM
569
Coldstream Capital Management
Washington
$700K -$104K -393 -13%
SBCM
570
Schwerin Boyle Capital Management
Massachusetts
$700K -$20.6K -78 -3%
MAS
571
Meeder Advisory Services
Ohio
$698K +$30.7K +116 +5%
PA
572
Pinnacle Associates
New York
$690K -$19K -72 -3%
HT
573
Headlands Technologies
Illinois
$684K +$671K +2,537 New
DWM
574
Diversify Wealth Management
Utah
$681K +$297K +1,124 +99%
DAS
575
Diversify Advisory Services
Utah
$681K +$598K +2,263 New