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Name Holding Trade Value Shares
Change
Change in
Stake
NA
301
Nordwand Advisors
Pennsylvania
$575K
HW
302
Hancock Whitney
Mississippi
$554K +$11.1K +138 +2%
SB
303
Simmons Bank
Arkansas
$538K -$9.79K -122 -2%
CCM
304
Coldstream Capital Management
Washington
$532K +$138K +1,725 +37%
AO
305
Advisor OS
Illinois
$517K +$69.1K +862 +16%
State Street
306
State Street
Massachusetts
$510K
PAG
307
Private Advisor Group
New Jersey
$508K -$20K -249 -4%
ATC
308
Argent Trust Co
Tennessee
$507K -$21.5K -268 -4%
UOC
309
UBS O'Connor
Illinois
$504K +$486K +6,054 New
WA
310
WealthTrust Axiom
Pennsylvania
$490K +$4.25K +53 +0.9%
DWM
311
Dynasty Wealth Management
Florida
$482K +$464K +5,789 New
CCIA
312
Campbell & Co Investment Adviser
Maryland
$480K -$1.25M -15,603 -73%
AIA
313
Angeles Investment Advisors
California
$476K -$2.17K -27 -0.5%
PWG
314
Portside Wealth Group
Utah
$473K +$2.41K +30 +0.5%
WS
315
Wedbush Securities
California
$464K +$237K +2,953 +113%
GRP
316
Global Retirement Partners
California
$461K -$2.49K -31 -0.6%
PBT
317
Pictet Bank & Trust
Bahamas
$456K
WI
318
Wahed Invest
New York
$454K +$439K +5,476 New
PPC
319
Park Place Capital
Alabama
$449K -$182K -2,264 -30%
AWM
320
Axxcess Wealth Management
California
$446K -$2.41K -30 -0.6%
BTWM
321
Baker Tilly Wealth Management
Wisconsin
$440K -$19.1K -238 -4%
EA
322
Everpar Advisors
Oklahoma
$438K -$378K -4,718 -47%
TP
323
Tranquility Partners
Tennessee
$432K +$1.84K +23 +0.4%
HCP
324
Holt Capital Partners
Texas
$430K +$6.02K +75 +1%
S
325
SimplyRich
California
$424K +$6.18K +77 +2%