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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
601
Sax Wealth Advisors
New Jersey
$618K -$4.36K -36 -0.7%
AWS
602
Atria Wealth Solutions
New York
$616K -$322K -2,655 -36%
VI
603
Vestcor Inc
New Brunswick, Canada
$613K -$5.93K -49 -1%
HIIFS
604
Harel Insurance Investments & Financial Services
Israel
$610K +$153K +1,265 +37%
MIP
605
Marietta Investment Partners
Wisconsin
$605K -$1.21K -10 -0.2%
CTC
606
Central Trust Company
Missouri
$602K -$22.4K -185 -4%
CWM
607
Connecticut Wealth Management
Connecticut
$598K
FWM
608
Forza Wealth Management
Florida
$593K
IC
609
IEQ Capital
California
$592K +$231K +1,905 +71%
TA
610
TFG Advisers
Michigan
$588K -$242 -2 -0%
RRA
611
Round Rock Advisors
Connecticut
$588K -$1.33K -11 -0.2%
SAM
612
S.A. Mason
Michigan
$582K
LC
613
Lincoln Capital
Nebraska
$581K
BC
614
Barrett & Company
Rhode Island
$580K +$51.7K +427 +11%
RBC
615
Romano Brothers & Co
Illinois
$572K
VWM
616
Venturi Wealth Management
Texas
$569K -$29.3K -242 -5%
ASN
617
Advisory Services Network
Georgia
$568K +$113K +934 +31%
HWAM
618
Hennion & Walsh Asset Management
New Jersey
$565K -$3.75K -31 -0.7%
NB
619
NBT Bank
New York
$565K -$27K -223 -5%
LAM
620
LECAP Asset Management
United Kingdom
$564K +$528K +4,357 New
Jones Financial Companies
621
Jones Financial Companies
Missouri
$562K +$41.8K +345 +9%
APWM
622
Argonautica Private Wealth Management
Massachusetts
$561K -$1.09K -9 -0.2%
QIM
623
Quantitative Investment Management
Virginia
$559K +$524K +4,326 New
CLOS
624
Compagnie Lombard Odier SCmA
Switzerland
$554K
EWM
625
Empirical Wealth Management
Washington
$552K +$106K +875 +26%