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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
301
Independent Advisor Alliance
North Carolina
$757K -$28.4K -470 -4%
LI
302
Louisbourg Investments
New Brunswick, Canada
$757K +$669K +11,080 New
ASN
303
Advisory Services Network
Georgia
$753K -$830K -13,743 -55%
WS
304
Wedbush Securities
California
$748K -$19.7K -327 -3%
GAMC
305
Garner Asset Management Corp
Texas
$746K +$751K +12,444 New
PAG
306
Private Advisor Group
New Jersey
$745K +$8.27K +137 +1%
Deutsche Bank
307
Deutsche Bank
Germany
$744K
NHC
308
Nicholas Hoffman & Company
Georgia
$742K -$201K -3,329 -23%
Cetera Investment Advisers
309
Cetera Investment Advisers
Illinois
$742K -$136K -2,248 -17%
Envestnet Portfolio Solutions
310
Envestnet Portfolio Solutions
Illinois
$727K +$141K +2,342 +28%
LAI
311
Legal Advantage Investments
California
$725K -$35K -580 -5%
I
312
INVST
Indiana
$724K +$3.86K +64 +0.5%
WT
313
Whittier Trust
California
$719K -$78.5K -1,300 -11%
KWM
314
Kingsview Wealth Management
Oregon
$719K +$2.35K +39 +0.4%
State Street
315
State Street
Massachusetts
$698K
RCM
316
RNC Capital Management
California
$689K
DWT
317
Dorsey & Whitney Trust
South Dakota
$686K +$606K +10,044 New
HWP
318
Highline Wealth Partners
California
$683K
BHC
319
Bowen Hanes & Co
Florida
$678K +$16.6K +275 +3%
IA
320
Inspire Advisors
Idaho
$673K +$111K +1,841 +23%
IPW
321
Invictus Private Wealth
Colorado
$663K
LSAG
322
Lake Street Advisors Group
New Hampshire
$660K +$583K +9,663 New
MCM
323
McKinley Capital Management
Alaska
$657K +$11.1K +184 +2%
PHS
324
Pekin Hardy Strauss
Illinois
$649K -$72.4K -1,200 -11%
IC
325
IEQ Capital
California
$640K +$148K +2,449 +35%