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Name Holding Trade Value Shares
Change
Change in
Stake
BA
726
Bristlecone Advisors
Washington
$477K
SWM
727
Spire Wealth Management
Virginia
$471K -$6.38K -27 -1%
ECM
728
Evergreen Capital Management
Washington
$470K +$14.9K +63 +3%
GM
729
GeoWealth Management
Illinois
$469K +$56.4K +239 +14%
KIA
730
KCM Investment Advisors
California
$465K -$53.1K -225 -11%
AP
731
Adero Partners
California
$462K +$6.85K +29 +2%
BP
732
Ballentine Partners
Massachusetts
$462K +$94.9K +402 +27%
CIA
733
Concurrent Investment Advisors
Florida
$459K +$107K +452 +32%
TCM
734
Teza Capital Management
Illinois
$457K -$3.67M -15,559 -89%
CTC
735
Central Trust Company
Missouri
$456K -$975K -4,130 -69%
AWA
736
Aaron Wealth Advisors
Illinois
$456K +$156K +662 +55%
TBWA
737
Three Bridge Wealth Advisors
California
$453K
UWS
738
Unique Wealth Strategies
Illinois
$451K +$429K +1,818 +6,733%
GFP
739
Gryphon Financial Partners
Ohio
$450K +$86.7K +367 +25%
MOS
740
MGO One Seven
Ohio
$446K +$8.97K +38 +2%
CWA
741
Clarity Wealth Advisors
California
$444K -$9.68K -41 -2%
CRC
742
Curi RMB Capital
Illinois
$443K -$39K -165 -8%
CWM
743
Congress Wealth Management
Massachusetts
$441K +$18.4K +78 +5%
IAN
744
Integrated Advisors Network
Texas
$437K +$137K +581 +48%
DZ Bank
745
DZ Bank
Germany
$436K -$344K -1,458 -45%
FAFN
746
First Affirmative Financial Network
Colorado
$432K +$17K +72 +4%
CWP
747
Concord Wealth Partners
Virginia
$431K +$12K +51 +3%
VFA
748
Valeo Financial Advisors
Indiana
$429K +$125K +530 +43%
EP
749
Essential Planning
New Hampshire
$427K +$4.49K +19 +1%
GRP
750
Global Retirement Partners
California
$422K -$18.2K -77 -4%