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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
476
Clear Harbor Asset Management
Connecticut
$607K +$39.1K +78 +6%
MLA
477
My Legacy Advisors
Oregon
$605K +$28.6K +57 +4%
AF
478
Allworth Financial
California
$604K +$644K +1,285 +760%
PIA
479
Pinion Investment Advisors
Kansas
$600K +$13.5K +27 +2%
Vontobel Holding
480
Vontobel Holding
Switzerland
$600K +$464K +927 +179%
VCA
481
Verdence Capital Advisors
Maryland
$596K +$11K +22 +2%
CPO
482
Cerity Partners OCIO
New York
$595K – – –
RWP
483
RWA Wealth Partners
Massachusetts
$595K – – –
CA
484
Continuum Advisory
Idaho
$590K -$48.1K -96 -6%
SC
485
Solstein Capital
California
$588K -$62.1K -124 -8%
ASN
486
Advisory Services Network
Georgia
$587K -$200K -400 -22%
RFMS
487
RWQ Financial Management Services
Florida
$581K -$351K -700 -33%
SCP
488
Stamos Capital Partners
California
$581K +$701K +1,400 New
SIA
489
SkyView Investment Advisors
New Jersey
$577K +$159K +318 +30%
CGL
490
Clarius Group LLC
Washington
$576K -$94.7K -189 -12%
GVAG
491
Great Valley Advisor Group
Delaware
$576K +$64.1K +128 +10%
BONST
492
Bank of Nova Scotia Trust
Ontario, Canada
$572K -$59.1K -118 -8%
MGWM
493
Marks Group Wealth Management
Minnesota
$563K -$206K -412 -23%
CBFP
494
Cedar Brook Financial Partners
Ohio
$553K +$68.1K +136 +11%
MM
495
MQS Management
New York
$548K +$59.6K +119 +10%
BP
496
Ballentine Partners
Massachusetts
$546K -$52.1K -104 -7%
Mackenzie Financial
497
Mackenzie Financial
Ontario, Canada
$545K +$21K +42 +3%
ATPW
498
Ashton Thomas Private Wealth
Arizona
$545K +$51.1K +102 +8%
PFPT
499
Pinnacle Financial Partners (Tennessee)
Tennessee
$544K -$4.51K -9 -0.7%
FFWA
500
FRG Family Wealth Advisors
Washington
$542K +$654K +1,306 New