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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
451
Essex Financial Services
Connecticut
$541K +$33.6K +159 +6%
EFG
452
Embree Financial Group
Illinois
$539K +$8.68K +41 +2%
PAG
453
Private Advisor Group
New Jersey
$537K +$25.4K +120 +5%
AV
454
Alamea Verwaltungs
New Jersey
$533K +$101K +478 +23%
BMSSC
455
B. Metzler seel. Sohn & Co
Germany
$523K +$539K +2,548 New
HI
456
Harbour Investments
Wisconsin
$518K +$9.52K +45 +2%
KAS
457
Kestra Advisory Services
Texas
$514K -$300K -1,418 -36%
OIMU
458
Osmosis Investment Management UK
United Kingdom
$514K +$530K +2,505 New
AO
459
Advisor OS
Illinois
$502K -$5.29K -25 -1%
SP
460
Stablepoint Partners
Massachusetts
$500K -$140K -662 -21%
PI
461
PFG Investments
New York
$494K -$23.3K -110 -4%
AWM
462
Avior Wealth Management
Nebraska
$494K +$44.9K +212 +10%
Mirae Asset Global Investments
463
Mirae Asset Global Investments
South Korea
$493K +$508K +2,402 New
VI
464
Vestcor Inc
New Brunswick, Canada
$493K +$508K +2,402 New
AIM
465
Allen Investment Management
New York
$493K +$508K +2,400 New
AI
466
Atria Investments
North Carolina
$491K +$9.95K +47 +2%
TAFW
467
Tred Avon Family Wealth
Maryland
$490K -$159K -750 -24%
EH
468
Equitable Holdings
New York
$486K -$164K -776 -25%
EP
469
Edgestream Partners
New Jersey
$484K +$499K +2,358 New
WPC
470
Wedmont Private Capital
Pennsylvania
$483K +$30.7K +145 +7%
WJWM
471
Williams Jones Wealth Management
New York
$477K – – –
BAM
472
Blueshift Asset Management
New Jersey
$458K +$472K +2,232 New
VWA
473
Visionary Wealth Advisors
Illinois
$455K +$69.6K +329 +17%
SC
474
Syon Capital
California
$453K +$43.4K +205 +10%
DWM
475
Dynasty Wealth Management
Florida
$445K -$22.4K -106 -5%