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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
601
Integrated Wealth Concepts
Massachusetts
$82.9M +$2.63M +16,618 +4%
EH
602
Equitable Holdings
New York
$82.9M +$171K +1,079 +0.2%
FNT
603
First National Trust
Pennsylvania
$82.5M +$1.17M +7,381 +2%
SWM
604
SeaCrest Wealth Management
New York
$81.8M -$40.1K -254 -0.1%
CS
605
Clear Street
New York
$81.7M +$72.7M +460,000 New
CCM
606
Coldstream Capital Management
Washington
$81.4M +$13.5M +85,273 +23%
FPCG
607
Fort Pitt Capital Group
Pennsylvania
$81.4M +$11.1M +70,482 +18%
WAM
608
Weatherly Asset Management
California
$81.3M -$728K -4,605 -1%
MIC
609
Means Investment Company
Maine
$80.8M +$259K +1,642 +0.4%
AI
610
Atria Investments
North Carolina
$80.7M -$4.11M -25,986 -5%
OC
611
Oakmont Corp
California
$80.7M
RBA
612
Richard Bernstein Advisors
New York
$80.3M -$3.06M -19,387 -4%
BFO
613
Boston Family Office
Massachusetts
$80.3M -$292K -1,848 -0.4%
AHC
614
Adell Harriman & Carpenter
Texas
$80.2M -$249K -1,576 -0.3%
EWA
615
Exencial Wealth Advisors
Oklahoma
$80.1M -$17M -107,605 -19%
Tudor Investment Corp
616
Tudor Investment Corp
Connecticut
$80M +$57.1M +361,021 +403%
MAM
617
Martingale Asset Management
Massachusetts
$79.6M -$4.51M -28,539 -6%
AFG
618
Albion Financial Group
Utah
$79.6M +$1.03M +6,513 +1%
BOTW
619
Bank of the West
California
$79.3M -$307K -1,944 -0.4%
AIM
620
Avity Investment Management
Connecticut
$79.2M -$1.5M -9,478 -2%
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$78.9M +$3.6M +22,793 +5%
NP
622
NorthRock Partners
Minnesota
$78.7M +$2.6M +16,475 +4%
MMA
623
Miracle Mile Advisors
California
$78.5M +$1.31B +8,304,604 +1,842%
VFA
624
Valeo Financial Advisors
Indiana
$78.5M -$2.55M -16,115 -3%
UH
625
Unigestion Holding
Switzerland
$78.5M +$9.19M +58,136 +15%