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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1076
Nicolet Advisory Services
Wisconsin
$943K -$17.7K -17 -2%
HNB
1077
Huntington National Bank
Ohio
$941K +$46.9K +45 +5%
1WM
1078
1900 Wealth Management
Texas
$940K +$105K +101 +13%
OL
1079
Optas LLC
Texas
$937K +$2.09K +2 +0.2%
PWP
1080
Private Wealth Partners
California
$932K -$460K -441 -34%
Schroder Investment Management Group
1081
Schroder Investment Management Group
United Kingdom
$927K +$97K +93 +12%
TGCMU
1082
Titan Global Capital Management USA
New York
$926K +$12.5K +12 +1%
AWA
1083
Argos Wealth Advisors
California
$916K +$893K +856 New
AWM
1084
Avior Wealth Management
Nebraska
$914K +$4.17K +4 +0.5%
BCA
1085
Bay Colony Advisors
Massachusetts
$906K -$116K -111 -12%
WWM
1086
Walser Wealth Management
Florida
$906K +$884K +847 New
VFA
1087
Values First Advisors
Tennessee
$905K +$883K +846 New
IAN
1088
Integrated Advisors Network
Texas
$904K -$40.7K -39 -4%
B
1089
Bellecapital
Switzerland
$900K
AFC
1090
AFT Forsyth & Company
Florida
$897K
LI
1091
LRI Investments
Florida
$895K +$20.9K +20 +2%
YIA
1092
YHB Investment Advisors
Connecticut
$894K -$640K -614 -42%
Luther King Capital Management (LKCM)
1093
Luther King Capital Management (LKCM)
Texas
$894K +$9.39K +9 +1%
MIM
1094
Martin Investment Management
Florida
$893K -$371K -356 -30%
FPF
1095
First Pacific Financial
Washington
$890K -$58.4K -56 -6%
FWP
1096
Forefront Wealth Partners
Texas
$889K -$83.5K -80 -9%
PFA
1097
Perryman Financial Advisory
Texas
$887K +$865K +829 New
CWM
1098
Cooke Wealth Management
California
$885K +$730K +700 New
PAMS
1099
Pinpoint Asset Management (Singapore)
$884K +$862K +826 New
CIS
1100
Custom Index Systems
New York
$880K +$34.4K +33 +4%