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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
726
Empirical Wealth Management
Washington
$383K -$231K -1,668 -39%
VT
727
Vise Technologies
New York
$382K -$58.3K -420 -14%
Members Trust
728
Members Trust
Florida
$380K +$16.6K +120 +5%
BW
729
BIP Wealth
Georgia
$379K +$33.4K +241 +10%
SEEDPG
730
S.E.E.D. Planning Group
New York
$378K -$131K -942 -27%
PA
731
Profund Advisors
Maryland
$377K -$25.2K -182 -7%
JF
732
Jump Financial
Illinois
$375K -$1.84M -13,241 -84%
CIG
733
Cullen Investment Group
Louisiana
$371K
HIP
734
HUB Investment Partners
Texas
$370K +$69.5K +501 +25%
PWM
735
Perigon Wealth Management
California
$368K +$90.7K +654 +36%
TCA
736
Transcend Capital Advisors
New Jersey
$362K +$14.1K +102 +4%
VCM
737
Versant Capital Management
Arizona
$360K +$13.5K +97 +4%
CMF
738
Counterpoint Mutual Funds
California
$357K +$335K +2,418 New
AF
739
Allworth Financial
California
$355K +$21.4K +154 +7%
WP
740
WealthPLAN Partners
Nebraska
$354K +$333K +2,400 New
Envestnet Portfolio Solutions
741
Envestnet Portfolio Solutions
Illinois
$354K -$37.7K -272 -10%
NF
742
Nvest Financial
New Hampshire
$354K +$332K +2,397 New
TCBWMS
743
Texas Capital Bank Wealth Management Services
Texas
$352K +$25K +180 +8%
QI
744
Qtron Investments
Massachusetts
$351K +$331K +2,383 New
GDP
745
Great Diamond Partners
Maine
$351K -$10.3K -74 -3%
CI
746
Cigna Investments
Connecticut
$350K
NFGCM
747
Norman Fields Gottscho Capital Management
New York
$344K
AWM
748
Aprio Wealth Management
Georgia
$338K +$72.4K +522 +30%
WPC
749
Wedmont Private Capital
Pennsylvania
$337K +$13.7K +99 +5%
IAS
750
Insigneo Advisory Services
Florida
$332K +$85.4K +616 +38%