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Name Holding Trade Value Shares
Change
Change in
Stake
FPS
301
Fieldpoint Private Securities
Connecticut
$481K +$53K +686 +13%
WP
302
WealthSource Partners
California
$477K -$11.8K -153 -2%
DWM
303
Dakota Wealth Management
Florida
$473K +$3.25K +42 +0.7%
LWAC
304
Laurel Wealth Advisors (California)
California
$454K -$2.63K -34 -0.6%
IWC
305
Integrated Wealth Concepts
Massachusetts
$443K -$11.4K -148 -3%
PBT
306
Pictet Bank & Trust
Bahamas
$440K – – –
KPWS
307
Kestra Private Wealth Services
Texas
$438K -$3.94K -51 -0.9%
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$437K -$17K -220 -4%
FRA
309
Frank Rimerman Advisors
California
$434K – – –
Thrivent Financial for Lutherans
310
Thrivent Financial for Lutherans
Minnesota
$434K +$423K +5,473 New
FFS
311
Founders Financial Securities
Maryland
$432K -$26.6K -344 -6%
CYG
312
Clean Yield Group
Vermont
$430K -$195K -2,520 -32%
MFG
313
Menard Financial Group
Texas
$424K -$18.6K -240 -4%
HC
314
Henshaw Capital
Massachusetts
$421K +$130K +1,676 +46%
SIA
315
SkyView Investment Advisors
New Jersey
$420K +$39.1K +506 +11%
V
316
Veritable
Delaware
$417K -$3.71K -48 -0.9%
WTC
317
WhitTier Trust Company
Nevada
$414K -$51.2K -662 -11%
William Blair & Company
318
William Blair & Company
Illinois
$412K -$5.57K -72 -1%
KFP
319
KB Financial Partners
New Jersey
$408K +$54.3K +702 +16%
TFS
320
Thoroughbred Financial Services
Tennessee
$407K +$397K +5,140 New
ACA
321
Atlas Capital Advisors
Wyoming
$399K +$11.9K +154 +3%
IWP
322
Icon Wealth Partners
Texas
$398K -$144K -1,861 -27%
AssetMark Inc
323
AssetMark Inc
California
$394K +$165K +2,132 +75%
BFA
324
BMS Financial Advisors
South Dakota
$374K +$16.4K +212 +5%
WWP
325
WR Wealth Planners
Missouri
$372K +$362K +4,687 New