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Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
751
Campbell & Co Investment Adviser
Maryland
$620K +$574K +1,770 New
CIAS
752
Capital Investment Advisory Services
North Carolina
$617K +$24.3K +75 +4%
AG
753
AIA Group
Hong Kong
$613K -$22.7K -70 -4%
GA
754
Goldstein Advisors
Wisconsin
$612K -$84K -259 -13%
GWMR
755
GC Wealth Management RIA
Massachusetts
$604K -$583K -1,798 -51%
AAB
756
ABN AMRO Bank
Netherlands
$604K -$30.8K -95 -5%
SC
757
Savant Capital
Illinois
$603K +$71.3K +220 +15%
CF
758
Cantor Fitzgerald
New York
$600K -$3.69M -11,377 -87%
WFC
759
Western Financial Corp
California
$597K -$2.09M -6,435 -79%
MAM
760
Morse Asset Management
Connecticut
$595K +$421K +1,300 +325%
TWM
761
Tradition Wealth Management
Minnesota
$587K -$245K -756 -31%
KWA
762
Kingswood Wealth Advisors
California
$587K +$47.7K +147 +10%
I
763
InceptionR
California
$584K +$541K +1,669 New
DWM
764
Dynasty Wealth Management
Florida
$580K -$876M -2,701,038 -100%
HFS
765
Hantz Financial Services
Michigan
$574K -$93K -287 -15%
AGM
766
Alpine Global Management
New York
$561K +$520K +1,603 New
LS
767
Livforsakringsbolaget Skandia
Sweden
$560K
AWA
768
Arkadios Wealth Advisors
Georgia
$556K -$160K -495 -24%
KOCAA
769
Knights of Columbus Asset Advisors
Connecticut
$554K +$513K +1,582 New
PTC
770
Private Trust Company
Ohio
$551K +$186K +575 +58%
CPIG
771
Chicago Partners Investment Group
Illinois
$548K +$105K +323 +27%
OCBCO
772
Oversea-Chinese Banking Corp (OCBC)
Singapore
$547K -$36.3K -112 -7%
KeyBank National Association
773
KeyBank National Association
Ohio
$545K -$429K -1,324 -46%
GT
774
Greenleaf Trust
Michigan
$545K +$221K +682 +78%
DOA
775
D'Orazio & Associates
Virginia
$544K -$44.7K -138 -8%