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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
701
Beacon Pointe Advisors
California
$417K -$191K -1,376 -33%
JGUA
702
John G. Ullman & Associates
New York
$417K +$34.7K +250 +10%
PPWP
703
Premier Path Wealth Partners
New Jersey
$415K +$4.85K +35 +1%
AWM
704
Aries Wealth Management
Maine
$413K
OIA
705
OneDigital Investment Advisors
Kansas
$409K -$1.39K -10 -0.4%
Fayez Sarofim & Co
706
Fayez Sarofim & Co
Texas
$408K -$27.7K -200 -7%
EH
707
Equitable Holdings
New York
$406K +$95.4K +688 +33%
GIA
708
Gateway Investment Advisers
Ohio
$406K +$22.3K +161 +6%
NERM
709
New England Research & Management
Illinois
$405K
CHC
710
City Holding Co
West Virginia
$404K -$48.5K -350 -11%
RSWM
711
Robertson Stephens Wealth Management
California
$403K +$379K +2,730 New
AWM
712
Angeles Wealth Management
California
$400K +$18.7K +135 +5%
HWA
713
Heartwood Wealth Advisors
Virginia
$398K
BBHC
714
Brown Brothers Harriman & Co
New York
$398K +$182K +1,313 +95%
FFA
715
Farther Finance Advisors
California
$394K +$92.5K +667 +33%
FM
716
Family Management
New York
$392K
TIAA Trust, National Association
717
TIAA Trust, National Association
North Carolina
$392K +$60.3K +435 +20%
GT
718
Glenview Trust
Kentucky
$392K +$13.7K +99 +4%
TBT
719
Texas Bank & Trust
Texas
$391K
CA
720
Clearstead Advisors
Ohio
$391K -$32.6K -235 -8%
ICP
721
Interchange Capital Partners
Pennsylvania
$391K +$59.4K +428 +19%
MSRI
722
Michael S. Ryan Inc
New York
$389K +$366K +2,639 New
EI
723
Ellevest Inc
New York
$388K +$365K +2,630 New
CPIG
724
Chicago Partners Investment Group
Illinois
$386K +$127K +918 +56%
GIA
725
Guyasuta Investment Advisors
Pennsylvania
$384K