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Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1076
Signature Estate & Investment Advisors
California
$945K -$12.5K -12 -1%
CCFM
1077
Clear Creek Financial Management
Washington
$944K -$361K -346 -28%
NAS
1078
Nicolet Advisory Services
Wisconsin
$943K -$17.7K -17 -2%
HNB
1079
Huntington National Bank
Ohio
$941K +$46.9K +45 +5%
1WM
1080
1900 Wealth Management
Texas
$940K +$105K +101 +13%
OL
1081
Optas LLC
Texas
$937K +$2.09K +2 +0.2%
PWP
1082
Private Wealth Partners
California
$932K -$460K -441 -34%
Schroder Investment Management Group
1083
Schroder Investment Management Group
United Kingdom
$927K +$97K +93 +12%
TGCMU
1084
Titan Global Capital Management USA
New York
$926K +$12.5K +12 +1%
AWA
1085
Argos Wealth Advisors
California
$916K +$893K +856 New
AWM
1086
Avior Wealth Management
Nebraska
$914K +$4.17K +4 +0.5%
BCA
1087
Bay Colony Advisors
Massachusetts
$906K -$116K -111 -12%
WWM
1088
Walser Wealth Management
Florida
$906K +$884K +847 New
VFA
1089
Values First Advisors
Tennessee
$905K +$883K +846 New
IAN
1090
Integrated Advisors Network
Texas
$904K -$40.7K -39 -4%
B
1091
Bellecapital
Switzerland
$900K – – –
AFC
1092
AFT Forsyth & Company
Florida
$897K – – –
LI
1093
LRI Investments
Florida
$895K +$20.9K +20 +2%
YIA
1094
YHB Investment Advisors
Connecticut
$894K -$640K -614 -42%
Luther King Capital Management (LKCM)
1095
Luther King Capital Management (LKCM)
Texas
$894K +$9.39K +9 +1%
MIM
1096
Martin Investment Management
Florida
$893K -$371K -356 -30%
FPF
1097
First Pacific Financial
Washington
$890K -$58.4K -56 -6%
FWP
1098
Forefront Wealth Partners
Texas
$889K -$83.5K -80 -9%
PFA
1099
Perryman Financial Advisory
Texas
$887K +$865K +829 New
CWM
1100
Cooke Wealth Management
California
$885K +$730K +700 New