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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
301
Advisory Services Network
Georgia
$524K +$166K +3,708 +41%
PAM
302
Premier Asset Management
Illinois
$518K -$2.92K -65 -0.5%
CL
303
CPWM LLC
Washington
$516K -$689K -15,355 -55%
TCA
304
Transcend Capital Advisors
New Jersey
$499K -$60.4K -1,346 -10%
Creative Planning
305
Creative Planning
Kansas
$491K -$185K -4,133 -26%
VCS
306
Vaughan & Co Securities
New Jersey
$489K -$6.23K -139 -1%
WA
307
Wealth Alliance
New York
$484K -$153K -3,414 -22%
APC
308
Aspire Private Capital
North Carolina
$462K -$16.4K -365 -3%
BAM
309
Belpointe Asset Management
Nevada
$460K -$445K -9,926 -47%
LNWWM
310
Laird Norton Wetherby Wealth Management
California
$442K +$485K +10,808 New
CP
311
Covenant Partners
Tennessee
$440K -$66.6K -1,486 -12%
ACP
312
Ashfield Capital Partners
California
$437K -$210K -4,688 -30%
DMIC
313
Dixon Mitchell Investment Counsel
British Columbia, Canada
$435K -$56.8K -1,266 -11%
DIM
314
DC Investments Management
Virginia
$432K +$47.3K +1,054 +11%
LOAMS
315
Lombard Odier Asset Management (Switzerland)
Switzerland
$428K -$268K -5,979 -45%
BIAS
316
Beacon Investment Advisory Services
New Jersey
$419K -$26.2K -585 -5%
BFA
317
Beaumont Financial Advisors
Massachusetts
$418K -$4.48K -100 -1%
SIA
318
Strategic Investment Advisors
Michigan
$414K +$19.5K +435 +4%
SWM
319
SeaCrest Wealth Management
New York
$402K +$39.1K +872 +10%
RMC
320
Resources Management Corp
Connecticut
$395K -$427K -9,514 -50%
CNBT
321
Canandaigua National Bank & Trust
New York
$392K -$1.88K -42 -0.4%
PFBT
322
Parkside Financial Bank & Trust
Missouri
$388K +$3.36K +75 +0.8%
RSWM
323
Robertson Stephens Wealth Management
California
$387K +$418K +9,328 New
VI
324
Versor Investments
New York
$386K -$551K -12,279 -57%
Nordea Investment Management
325
Nordea Investment Management
Sweden
$383K