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Name Holding Trade Value Shares
Change
Change in
Stake
B
501
Barings
North Carolina
$596K -$43.1K -117 -6%
HFP
502
Holistic Financial Partners
Indiana
$590K +$319K +868 +90%
MMG
503
Monetary Management Group
Missouri
$582K -$9.2K -25 -1%
AC
504
Apogem Capital
New York
$582K +$667K +1,813 New
LC
505
Lindbrook Capital
California
$577K +$25.8K +70 +4%
LMAM
506
Legg Mason Asset Management
Japan
$576K -$146K -397 -18%
BCA
507
Bay Colony Advisors
Massachusetts
$570K +$16.2K +44 +3%
BO
508
BRR OpCo
Ohio
$570K +$653K +1,775 New
NFG
509
Nations Financial Group
Iowa
$566K -$22.5K -61 -3%
BDF
510
Balasa Dinverno & Foltz
$563K -$61.1K -166 -9%
RPC
511
Rossmore Private Capital
Connecticut
$559K – – –
JIC
512
Joel Isaacson & Co
New York
$556K +$140K +380 +28%
SF
513
Synovus Financial
Georgia
$550K +$624K +1,696 New
CG
514
Caprock Group
Idaho
$548K +$21.3K +58 +4%
SW
515
SteelPeak Wealth
California
$539K -$1.74M -4,725 -74%
PAS
516
Park Avenue Securities
New York
$534K +$612K +1,663 New
F
517
F3Logic
Minnesota
$533K -$36.8K -100 -6%
JWCA
518
J.W. Cole Advisors
Florida
$528K +$8.1K +22 +1%
Brown Advisory
519
Brown Advisory
Maryland
$526K +$18.4K +50 +3%
MIC
520
Means Investment Company
Maine
$521K +$4.79K +13 +0.8%
WAP
521
Wealthcare Advisory Partners
Pennsylvania
$516K +$132K +359 +29%
AWE
522
Avidian Wealth Enterprises
Texas
$515K +$55.2K +150 +10%
Cerity Partners
523
Cerity Partners
New York
$514K +$225K +610 +62%
TWM
524
Triton Wealth Management
Arizona
$507K +$589K +1,601 New
WMP
525
Wealth Management Partners
Arizona
$498K +$79.1K +215 +16%