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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
451
Embree Financial Group
Illinois
$539K +$8.68K +41 +2%
PAG
452
Private Advisor Group
New Jersey
$537K +$25.4K +120 +5%
AV
453
Alamea Verwaltungs
New Jersey
$533K +$101K +478 +23%
BMSSC
454
B. Metzler seel. Sohn & Co
Germany
$523K +$539K +2,548 New
HI
455
Harbour Investments
Wisconsin
$518K +$9.52K +45 +2%
KAS
456
Kestra Advisory Services
Texas
$514K -$300K -1,418 -36%
OIMU
457
Osmosis Investment Management UK
United Kingdom
$514K +$530K +2,505 New
AO
458
Advisor OS
Illinois
$502K -$5.29K -25 -1%
SP
459
Stablepoint Partners
Massachusetts
$500K -$140K -662 -21%
PI
460
PFG Investments
New York
$494K -$23.3K -110 -4%
AWM
461
Avior Wealth Management
Nebraska
$494K +$44.9K +212 +10%
Mirae Asset Global Investments
462
Mirae Asset Global Investments
South Korea
$493K +$508K +2,402 New
VI
463
Vestcor Inc
New Brunswick, Canada
$493K +$508K +2,402 New
AIM
464
Allen Investment Management
New York
$493K +$508K +2,400 New
AI
465
Atria Investments
North Carolina
$491K +$9.95K +47 +2%
TAFW
466
Tred Avon Family Wealth
Maryland
$490K -$159K -750 -24%
EH
467
Equitable Holdings
New York
$486K -$164K -776 -25%
EP
468
Edgestream Partners
New Jersey
$484K +$499K +2,358 New
WPC
469
Wedmont Private Capital
Pennsylvania
$483K +$30.7K +145 +7%
WJWM
470
Williams Jones Wealth Management
New York
$477K
BAM
471
Blueshift Asset Management
New Jersey
$458K +$472K +2,232 New
VWA
472
Visionary Wealth Advisors
Illinois
$455K +$69.6K +329 +17%
SC
473
Syon Capital
California
$453K +$43.4K +205 +10%
DWM
474
Dynasty Wealth Management
Florida
$445K -$22.4K -106 -5%
Legacy Financial Group (Iowa)
475
Legacy Financial Group (Iowa)
Iowa
$443K +$47K +222 +11%