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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
476
Clarius Group LLC
Washington
$750K +$132K +236 +18%
HAG
477
HighPoint Advisor Group
Illinois
$740K +$963K +1,725 New
PA
478
Parallel Advisors
California
$736K -$66.4K -119 -7%
SC
479
Solstein Capital
California
$732K -$39.1K -70 -4%
SFA
480
Sequoia Financial Advisors
Ohio
$725K -$142K -255 -14%
FPS
481
Fieldpoint Private Securities
Connecticut
$725K -$62K -111 -7%
CA
482
Continuum Advisory
Idaho
$722K +$11.7K +21 +1%
UCIG
483
Ulrich Consultants & Investment Group
New Mexico
$716K +$840K +1,505 New
BONST
484
Bank of Nova Scotia Trust
Ontario, Canada
$712K +$3.35K +6 +0.4%
USCWA
485
U.S. Capital Wealth Advisors
Texas
$711K +$35.7K +64 +4%
IAA
486
Independent Advisor Alliance
North Carolina
$705K -$59.2K -106 -7%
FP
487
Financial Perspectives
Minnesota
$695K
CW
488
CreativeOne Wealth
Kansas
$694K +$88.8K +159 +12%
TWM
489
Titus Wealth Management
California
$687K +$123K +220 +18%
RWP
490
RWA Wealth Partners
Massachusetts
$682K
CPO
491
Cerity Partners OCIO
New York
$681K +$799K +1,432 New
SWM
492
Spire Wealth Management
Virginia
$675K -$14M -25,147 -95%
BP
493
Ballentine Partners
Massachusetts
$675K -$96.6K -173 -11%
MLA
494
My Legacy Advisors
Oregon
$675K +$86K +154 +11%
PIA
495
Pinion Investment Advisors
Kansas
$674K -$26.8K -48 -3%
VCA
496
Verdence Capital Advisors
Maryland
$673K +$177K +317 +29%
QIM
497
Quantitative Investment Management
Virginia
$672K +$789K +1,413 New
HWMA
498
Heritage Wealth Management (Arizona)
Arizona
$664K +$80.9K +145 +12%
PCA
499
Personal Capital Advisors
California
$661K -$79.3K -142 -9%
CHAM
500
Clear Harbor Asset Management
Connecticut
$659K +$12.3K +22 +2%