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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
MAI Capital Management
Ohio
$701K -$392K -782 -32%
BCA
452
Bay Colony Advisors
Massachusetts
$701K +$42.1K +84 +5%
BAM
453
Belpointe Asset Management
Nevada
$691K +$217K +433 +35%
HIIFS
454
Harel Insurance Investments & Financial Services
Israel
$689K -$113K -226 -12%
PA
455
Parallel Advisors
California
$686K +$53.1K +106 +7%
BWM
456
Bulltick Wealth Management
Florida
$682K – – –
DWM
457
Dakota Wealth Management
Florida
$677K -$606K -1,209 -43%
EWA
458
Exencial Wealth Advisors
Oklahoma
$669K -$439K -877 -35%
GAG
459
GM Advisory Group
New York
$669K +$510K +1,018 +172%
FSA
460
Fort Sheridan Advisors
Illinois
$667K +$269K +536 +50%
LIM
461
Leavell Investment Management
Alabama
$661K -$27.6K -55 -3%
FAM
462
Fred Alger Management
New York
$660K -$23K -46 -3%
KFP
463
KB Financial Partners
New Jersey
$659K +$163K +325 +26%
FP
464
Financial Perspectives
Minnesota
$656K +$59.6K +119 +8%
BTWM
465
Baker Tilly Wealth Management
Wisconsin
$653K -$167K -333 -17%
MCM
466
Mitchell Capital Management
Kansas
$653K +$430K +859 +121%
NP
467
NS Partners
United Kingdom
$649K -$771K -1,538 -50%
MOS
468
MGO One Seven
Ohio
$640K -$134K -268 -15%
PCA
469
Personal Capital Advisors
California
$640K +$75.2K +150 +11%
HCM
470
HMS Capital Management
Tennessee
$637K -$99.2K -198 -11%
CP
471
CenterBook Partners
Connecticut
$624K -$327K -653 -30%
USCWA
472
U.S. Capital Wealth Advisors
Texas
$623K +$3.01K +6 +0.4%
HWMA
473
Heritage Wealth Management (Arizona)
Arizona
$623K +$51.6K +103 +7%
FHB
474
First Hawaiian Bank
Hawaii
$621K -$1.89M -3,781 -72%
ECM
475
Exchange Capital Management
Michigan
$617K +$745K +1,486 New