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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
601
Checchi Capital Advisers
California
$613K +$6.89K +23 +1%
DAS
602
Dynamic Advisor Solutions
Arizona
$613K +$38.4K +128 +7%
FPAS
603
Focus Partners Advisor Solutions
Missouri
$603K +$602K +2,009 New
TIM
604
Thompson Investment Management
Wisconsin
$601K
PFM
605
Parsec Financial Management
North Carolina
$597K
VCM
606
Vigilant Capital Management
Maine
$593K -$5.7K -19 -1%
Lido Advisors
607
Lido Advisors
California
$591K +$3.6K +12 +0.6%
FHB
608
First Hawaiian Bank
Hawaii
$588K +$586K +1,955 New
PMFA
609
Plante Moran Financial Advisors
Michigan
$583K -$18.3K -61 -3%
CIA
610
Capital Investment Advisors
Georgia
$582K
MGP
611
Metis Global Partners
California
$582K +$580K +1,935 New
FBFS
612
First Business Financial Services
Wisconsin
$577K
LA
613
LVW Advisors
New York
$573K -$32.4K -108 -5%
ACM
614
AlphaCrest Capital Management
New York
$572K +$38.1K +127 +7%
LAM
615
Lountzis Asset Management
Pennsylvania
$571K
RW
616
Rede Wealth
Virginia
$570K
QCG
617
Quadrant Capital Group
Ohio
$570K +$18.3K +61 +3%
MWM
618
Modera Wealth Management
New Jersey
$570K +$569K +1,897 New
CA
619
Continuum Advisory
Idaho
$565K -$69.9K -233 -11%
Federated Hermes
620
Federated Hermes
Pennsylvania
$561K +$165K +551 +42%
RWM
621
Ritholtz Wealth Management
New York
$535K +$21K +70 +4%
NIM
622
NuWave Investment Management
New Jersey
$530K -$634K -2,115 -55%
CG
623
Caprock Group
Idaho
$528K +$30K +100 +6%
HI
624
Horizon Investments
North Carolina
$527K +$81.8K +273 +18%
AG
625
AlphaSimPlex Group
Massachusetts
$521K -$528K -1,761 -50%