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Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
326
Thrivent Financial for Lutherans
Minnesota
$597K +$326K +3,637 +116%
AWM
327
Apollon Wealth Management
South Carolina
$589K -$55.2K -615 -8%
Fisher Asset Management
328
Fisher Asset Management
Washington
$589K -$30.1K -335 -5%
CCM
329
Coldstream Capital Management
Washington
$575K +$141K +1,575 +32%
TP
330
Tranquility Partners
Tennessee
$563K
AAS
331
Avantax Advisory Services
Texas
$547K -$44.8K -499 -7%
State Street
332
State Street
Massachusetts
$541K
HCP
333
Holt Capital Partners
Texas
$536K
SC
334
Syon Capital
California
$533K +$6.55K +73 +1%
IAS
335
Insigneo Advisory Services
Florida
$523K -$3.41K -38 -0.6%
MDA
336
Minot DeBlois Advisors
Massachusetts
$506K +$39.5K +440 +8%
DP
337
Dearborn Partners
Illinois
$505K +$41.6K +464 +9%
AssetMark Inc
338
AssetMark Inc
California
$481K -$25.9K -289 -5%
WA
339
WealthTrust Axiom
Pennsylvania
$476K -$21.6K -241 -4%
AO
340
Advisor OS
Illinois
$466K -$48.2K -537 -9%
S
341
SimplyRich
California
$465K
MCM
342
MAI Capital Management
Ohio
$454K +$148K +1,650 +47%
OWA
343
One Wealth Advisors
California
$451K +$7.27K +81 +2%
MA
344
Mutual Advisors
Nebraska
$447K +$9.51K +106 +2%
KP
345
Keel Point
Alabama
$446K +$159K +1,770 +54%
IWC
346
Integrated Wealth Concepts
Massachusetts
$442K -$14.4K -161 -3%
CI
347
Corient IA
Florida
$441K
RA
348
Ruggaard & Associates
Ohio
$439K -$2.78K -31 -0.6%
MIF
349
Mediolanum International Funds
Ireland
$434K -$86.3K -962 -16%
AFG
350
Atomi Financial Group
New York
$433K -$174K -1,941 -28%