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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
476
Pallas Capital Advisors
Massachusetts
$446K +$73.7K +661 +20%
PAG
477
Private Advisor Group
New Jersey
$440K +$420K +3,768 New
UR
478
USCA RIA
Texas
$431K -$66.9K -600 -14%
DC
479
Davenport & Co
Virginia
$430K +$412K +3,692 New
LNWWM
480
Laird Norton Wetherby Wealth Management
California
$429K +$36.5K +327 +10%
PWM
481
Perigon Wealth Management
California
$426K +$1.67K +15 +0.4%
AP
482
Advisor Partners
California
$425K +$81.5K +731 +25%
CAAS
483
Capital Asset Advisory Services
Michigan
$422K -$112 -1 -0%
SF
484
Synovus Financial
Georgia
$416K +$446 +4 +0.1%
AFAS
485
Acorn Financial Advisory Services
Virginia
$411K -$1.45K -13 -0.4%
Vanguard Personalized Indexing Management
486
Vanguard Personalized Indexing Management
California
$411K +$393K +3,524 New
PA
487
Pinnacle Associates
New York
$410K +$22.3K +200 +6%
DCM
488
Dupont Capital Management
Delaware
$402K +$110K +989 +40%
PCM
489
Prelude Capital Management
New York
$397K +$380K +3,409 New
DP
490
Dearborn Partners
Illinois
$396K – – –
FQ
491
First Quadrant
California
$394K – – –
DCM
492
Delta Capital Management
New Jersey
$392K – – –
MA
493
Mutual Advisors
Nebraska
$388K +$10.4K +93 +3%
CG
494
Colony Group
Massachusetts
$387K +$370K +3,321 New
CCP
495
Corient Capital Partners
California
$383K +$29.6K +265 +9%
CWA
496
Canvas Wealth Advisors
Kansas
$380K +$13.4K +120 +4%
DADC
497
D.A. Davidson & Co
Montana
$378K +$47.4K +425 +15%
CAM
498
Cresset Asset Management
Illinois
$378K +$48.7K +437 +16%
CAN
499
Cetera Advisor Networks
California
$377K +$16.8K +151 +5%
QVT
500
Quantitative Value Technologies
Kansas
$376K -$46.6K -418 -11%