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Name Holding Trade Value Shares
Change
Change in
Stake
S
326
SimplyRich
California
$587K +$68.8K +731 +14%
WA
327
WealthTrust Axiom
Pennsylvania
$580K -$3.57K -38 -0.7%
CCM
328
Coldstream Capital Management
Washington
$574K -$18.3K -195 -3%
WSFS
329
Wilmington Savings Fund Society
Delaware
$566K +$207K +2,196 +64%
WI
330
Wahed Invest
New York
$563K +$69.6K +740 +13%
PAG
331
Private Advisor Group
New Jersey
$560K -$846 -9 -0.2%
PBT
332
Pictet Bank & Trust
Bahamas
$550K
DWT
333
Dorsey & Whitney Trust
South Dakota
$536K +$43.2K +459 +9%
AIA
334
Angeles Investment Advisors
California
$529K -$35.7K -380 -7%
AO
335
Advisor OS
Illinois
$526K -$104K -1,109 -17%
SIGI
336
Susquehanna International Group (Ireland)
Ireland
$515K +$484K +5,145 New
IWC
337
Integrated Wealth Concepts
Massachusetts
$515K -$40.5K -431 -8%
DP
338
Dearborn Partners
Illinois
$513K +$12K +128 +3%
AFG
339
Atomi Financial Group
New York
$511K +$101K +1,074 +27%
HCP
340
Holt Capital Partners
Texas
$507K
OWA
341
One Wealth Advisors
California
$501K -$846 -9 -0.2%
RA
342
Ruggaard & Associates
Ohio
$501K +$11.8K +125 +3%
PGCM
343
Prescott Group Capital Management
Oklahoma
$500K +$470K +5,000 New
PCS
344
Personal CFO Solutions
New Jersey
$493K -$24.3K -258 -5%
ARMT
345
Amica Retiree Medical Trust
Rhode Island
$493K +$463K +4,926 New
WT
346
Whittier Trust
California
$492K +$12.4K +132 +3%
AssetMark Inc
347
AssetMark Inc
California
$486K +$41.5K +441 +10%
HH
348
Hilltop Holdings
Texas
$484K +$455K +4,836 New
NPT
349
Nixon Peabody Trust
Massachusetts
$474K
NFGCM
350
Norman Fields Gottscho Capital Management
New York
$465K +$1.41K +15 +0.3%