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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
451
Covenant Asset Management
New Jersey
$424K -$3.7M -30,498 -92%
PCM
452
PenderFund Capital Management
British Columbia, Canada
$424K +$340K +2,800 New
MCP
453
Mirador Capital Partners
California
$417K +$14K +115 +4%
DCP
454
DSM Capital Partners
Florida
$413K +$16.3K +134 +5%
PAS
455
Park Avenue Securities
New York
$410K +$329K +2,707 New
NG
456
Northstar Group
New York
$408K -$18.2K -150 -5%
IAA
457
Independent Advisor Alliance
North Carolina
$402K -$50.4K -415 -14%
CWG
458
Crown Wealth Group
North Carolina
$394K – – –
Wealthfront Advisers
459
Wealthfront Advisers
California
$394K +$316K +2,602 New
AFG
460
Atomi Financial Group
New York
$393K +$315K +2,596 New
AWM
461
Accel Wealth Management
Iowa
$390K -$104K -861 -25%
PDL
462
Portfolio Design Labs
California
$384K +$308K +2,536 New
HJIM
463
Henry James International Management
New York
$378K +$9.22K +76 +3%
HWA
464
HHM Wealth Advisors
Tennessee
$377K – – –
Toronto Dominion Bank
465
Toronto Dominion Bank
Ontario, Canada
$373K +$8.62K +71 +3%
LFG
466
Larson Financial Group
Missouri
$369K +$23.3K +192 +9%
GPFA
467
Game Plan Financial Advisors
Ohio
$365K +$293K +2,415 New
PGWM
468
Parisi Gray Wealth Management
New Jersey
$364K +$15.2K +125 +5%
CPIG
469
Chicago Partners Investment Group
Illinois
$360K +$222K +1,832 New
WA
470
Waverly Advisors
Alabama
$357K +$286K +2,359 New
MC
471
Moors & Cabot
Massachusetts
$354K +$33.4K +275 +13%
SFFS
472
Stonehage Fleming Financial Services
Jersey
$354K – – –
CCM
473
Coldstream Capital Management
Washington
$353K -$88.3K -728 -24%
IPAM
474
ICICI Prudential Asset Management
India
$350K +$11.4K +94 +4%
WS
475
Wedbush Securities
California
$349K -$213K -1,759 -43%