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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
701
Sun Life Financial
Ontario, Canada
$11K -$94 -1 -0.9%
CAL
702
Capital Advisors Ltd
Ohio
$11K – – –
GEA
703
Glen Eagle Advisors
New Jersey
$10.4K – – –
EARNEST Partners
704
EARNEST Partners
Georgia
$9K – – –
TWA
705
TCI Wealth Advisors
Arizona
$8K -$188 -2 -2%
CFGS
706
Concourse Financial Group Securities
Alabama
$8K – – –
AF
707
Arrow Financial
New York
$7K – – –
MA
708
MUFG Americas
New York
$7K +$1.5K +16 +31%
FHC
709
First Horizon Corporation
Tennessee
$6K – – –
RPWA
710
Regent Peak Wealth Advisors
Georgia
$6K +$5.26K +56 New
FRA
711
Front Row Advisors
California
$5K – – –
MRCM
712
M&R Capital Management
New Jersey
$5K – – –
ZB
713
Zions Bancorporation
Utah
$5K – – –
SWA
714
Sutton Wealth Advisors
Florida
$4.07K – – –
EWM
715
Edge Wealth Management
New York
$4K – – –
TFO
716
Tarbox Family Office
California
$4K – – –
AWG
717
Altus Wealth Group
Colorado
$4K +$3.95K +42 New
FFC
718
Fure Financial Corporation
Minnesota
$4K +$9.21K +98 New
HFS
719
Hantz Financial Services
Michigan
$3K -$6.58K -70 -68%
TCM
720
Tradewinds Capital Management
Washington
$3K – – –
APWA
721
Atlas Private Wealth Advisors
New Jersey
$3K +$2.73K +29 New
UFF
722
USA Financial Formulas
Michigan
$2K -$1.97K -21 -55%
BWA
723
Burt Wealth Advisors
Maryland
$2K – – –
EI
724
Ellevest Inc
New York
$2K – – –
MLFP
725
MPS Loria Financial Planners
Illinois
$2K +$1.69K +18 New