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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
576
HCR Wealth Advisors
California
$348K +$774 +7 +0.2%
CCA
577
Checchi Capital Advisers
California
$342K -$2.87K -26 -0.9%
SLWA
578
San Luis Wealth Advisors
California
$340K – – –
BA
579
Brightwater Advisory
Florida
$339K – – –
PFA
580
Pure Financial Advisors
California
$339K +$995 +9 +0.3%
DSC
581
Duncker Streett & Co
Missouri
$337K – – –
OWP
582
ORG Wealth Partners
Texas
$334K +$91.3K +826 +39%
SA
583
Sovran Advisors
California
$334K +$328K +2,969 New
IA
584
IFG Advisors
Missouri
$333K +$326K +2,949 New
PCM
585
Permanent Capital Management
Illinois
$333K – – –
IAA
586
Independent Advisor Alliance
North Carolina
$332K -$2.21K -20 -0.7%
PI
587
PFG Investments
New York
$326K +$1.1K +10 +0.3%
KCPG
588
Kavar Capital Partners Group
Kansas
$323K +$7.29K +66 +2%
CFO
589
CVA Family Office
Colorado
$323K -$5.75K -52 -2%
PFPG
590
Pinnacle Financial Partners (Georgia)
Georgia
$322K -$5.08K -46 -2%
WIA
591
World Investment Advisors
California
$321K -$66K -597 -17%
BC
592
Bridgefront Capital
Texas
$317K +$310K +2,804 New
DB
593
Danske Bank
Denmark
$317K – – –
CI
594
CX Institutional
Indiana
$312K +$2.32K +21 +0.8%
PAG
595
Powers Advisory Group
Illinois
$311K +$1.1K +10 +0.4%
CSIC
596
Clifford Swan Investment Counsel
California
$311K – – –
SSG
597
Summit Securities Group
New York
$311K +$299K +2,702 +6,004%
LP
598
LMR Partners
United Kingdom
$309K -$142K -1,288 -32%
WPC
599
Wedmont Private Capital
Pennsylvania
$308K +$16.6K +150 +6%
BFG
600
Beto Financial Group
Idaho
$305K – – –