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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
451
Bay Colony Advisors
Massachusetts
$701K +$42.1K +84 +5%
BAM
452
Belpointe Asset Management
Nevada
$691K +$217K +433 +35%
HIIFS
453
Harel Insurance Investments & Financial Services
Israel
$689K -$113K -226 -12%
PA
454
Parallel Advisors
California
$686K +$53.1K +106 +7%
BWM
455
Bulltick Wealth Management
Florida
$682K
DWM
456
Dakota Wealth Management
Florida
$677K -$606K -1,209 -43%
EWA
457
Exencial Wealth Advisors
Oklahoma
$669K -$439K -877 -35%
GAG
458
GM Advisory Group
New York
$669K +$510K +1,018 +172%
FSA
459
Fort Sheridan Advisors
Illinois
$667K +$269K +536 +50%
LIM
460
Leavell Investment Management
Alabama
$661K -$27.6K -55 -3%
FAM
461
Fred Alger Management
New York
$660K -$23K -46 -3%
KFP
462
KB Financial Partners
New Jersey
$659K +$163K +325 +26%
FP
463
Financial Perspectives
Minnesota
$656K +$59.6K +119 +8%
BTWM
464
Baker Tilly Wealth Management
Wisconsin
$653K -$167K -333 -17%
MCM
465
Mitchell Capital Management
Kansas
$653K +$430K +859 +121%
NP
466
NS Partners
United Kingdom
$649K -$771K -1,538 -50%
PCA
467
Personal Capital Advisors
California
$640K +$75.2K +150 +11%
HCM
468
HMS Capital Management
Tennessee
$637K -$99.2K -198 -11%
CP
469
CenterBook Partners
Connecticut
$624K -$327K -653 -30%
USCWA
470
U.S. Capital Wealth Advisors
Texas
$623K +$3.01K +6 +0.4%
HWMA
471
Heritage Wealth Management (Arizona)
Arizona
$623K +$51.6K +103 +7%
FHB
472
First Hawaiian Bank
Hawaii
$621K -$1.89M -3,781 -72%
ECM
473
Exchange Capital Management
Michigan
$617K +$745K +1,486 New
CHAM
474
Clear Harbor Asset Management
Connecticut
$607K +$39.1K +78 +6%
MLA
475
My Legacy Advisors
Oregon
$605K +$28.6K +57 +4%