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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
601
TD Private Client Wealth
New York
$965K -$33.3K -92 -3%
TPWM
602
Twelve Points Wealth Management
Massachusetts
$962K +$37K +102 +4%
CF
603
Copperwynd Financial
Arizona
$961K +$976K +2,693 New
Nomura Holdings
604
Nomura Holdings
Japan
$952K -$1.51M -4,160 -61%
WAG
605
Wallace Advisory Group
California
$951K +$864K +2,384 New
WW
606
Waterfront Wealth
Kansas
$950K -$29.7K -82 -3%
Luther King Capital Management (LKCM)
607
Luther King Capital Management (LKCM)
Texas
$941K -$36.2K -100 -4%
JIC
608
Joel Isaacson & Co
New York
$941K
OC
609
Oppenheimer & Co
New York
$940K -$54.3K -150 -5%
GL
610
Graypoint LLC
New York
$933K +$43.5K +120 +5%
JFG
611
Jefferies Financial Group
New York
$928K -$48.1M -132,818 -98%
NEI
612
Northwest & Ethical Investments
Ontario, Canada
$928K +$953K +2,629 New
HCPC
613
Hamilton Capital Partners (Canada)
$923K +$453K +1,250 +93%
TIAA Trust, National Association
614
TIAA Trust, National Association
North Carolina
$916K +$18.1K +50 +2%
SWP
615
Stratos Wealth Partners
Ohio
$913K -$482K -1,329 -34%
HIC
616
Hartline Investment Corp
Illinois
$908K +$1.45K +4 +0.2%
CWM
617
Connecticut Wealth Management
Connecticut
$908K -$13.8K -38 -1%
HFO
618
Heritage Family Offices
Arizona
$897K
HA
619
Harbor Advisors
Florida
$892K
MGIA
620
Moneta Group Investment Advisors
Missouri
$885K +$22.8K +63 +3%
TAM
621
Trust Asset Management
Texas
$880K
CP
622
Covenant Partners
Tennessee
$875K
BHPW
623
Beverly Hills Private Wealth
California
$871K +$53.3K +147 +6%
VFA
624
Valeo Financial Advisors
Indiana
$868K +$62K +171 +8%
SWM
625
Sendero Wealth Management
Texas
$859K -$293K -809 -25%