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Name Holding Trade Value Shares
Change
Change in
Stake
TC
551
Titleist Capital
Texas
$842K +$144K +905 +23%
PWM
552
Perigon Wealth Management
California
$834K +$52.1K +327 +7%
GAM
553
Griffin Asset Management
New York
$831K +$200K +1,257 +35%
MHS
554
M Holdings Securities
Oregon
$831K +$771K +4,839 New
KCM
555
Kornitzer Capital Management
Kansas
$829K – – –
CPW
556
Catalyst Private Wealth
California
$827K -$15.9K -100 -2%
FRCMI
557
First Round Capital Management III
Pennsylvania
$805K – – –
TWM
558
TriaGen Wealth Management
California
$805K +$746K +4,684 New
CA
559
Cornerstone Advisory
Maryland
$804K -$60.4K -379 -7%
FIA
560
Foundations Investment Advisors
Arizona
$803K +$11.5K +72 +2%
VI
561
Vestcor Inc
New Brunswick, Canada
$801K +$280K +1,755 +60%
SIA
562
Sit Investment Associates
Minnesota
$800K +$161K +1,010 +28%
PGWM
563
Pitti Group Wealth Management
New York
$799K +$14.7K +92 +2%
Wealthfront Advisers
564
Wealthfront Advisers
California
$799K +$300K +1,885 +68%
CA
565
Cetera Advisors
Colorado
$798K +$124K +777 +20%
PCWA
566
Pacific Capital Wealth Advisors
California
$791K – – –
SPWM
567
Straight Path Wealth Management
Michigan
$790K +$319K +2,000 +77%
NL
568
NWAM LLC
Washington
$787K -$968K -6,076 -57%
FMB
569
Field & Main Bank
Kentucky
$787K -$4.78K -30 -0.7%
CGL
570
Clarius Group LLC
Washington
$785K – – –
ECG
571
Edge Capital Group
Georgia
$769K +$713K +4,476 New
MCCP
572
Mission Creek Capital Partners
California
$766K -$8.09M -50,800 -92%
TC
573
TwinBeech Capital
New York
$766K +$711K +4,461 New
TC
574
TAGStone Capital
North Carolina
$763K +$92.5K +581 +15%
CFA
575
Compass Financial Advisors
Indiana
$762K -$7.17K -45 -1%