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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
326
Invictus Private Wealth
Colorado
$560K
MCC
327
Malaga Cove Capital
California
$556K +$222K +3,706 +62%
BHC
328
Bowen Hanes & Co
Florida
$552K -$20.9K -350 -4%
CC
329
Callan Capital
California
$548K +$180K +3,002 +46%
MGWM
330
Marks Group Wealth Management
Minnesota
$545K -$208K -3,477 -27%
PI
331
PEAK6 Investments
Illinois
$535K +$555K +9,269 New
ACS
332
Archford Capital Strategies
Illinois
$533K +$20K +334 +4%
Prudential Financial
333
Prudential Financial
New Jersey
$531K -$213K -3,558 -28%
BAAM
334
Baker Avenue Asset Management
California
$524K +$17.8K +298 +3%
WTC
335
WhitTier Trust Company
Nevada
$524K +$9.94K +166 +2%
CWM
336
Cadence Wealth Management
Massachusetts
$521K +$2.1K +35 +0.4%
FI
337
Fractal Investments
Connecticut
$519K
LSAG
338
Lake Street Advisors Group
New Hampshire
$518K -$41.4K -691 -7%
CCM
339
CAAS Capital Management
New York
$517K +$536K +8,956 New
P
340
Paradiem
Louisiana
$505K -$30.8K -514 -6%
FDCDDQ
341
Federation des caisses Desjardins du Quebec
Quebec, Canada
$502K -$13.1K -219 -2%
HCM
342
Highlander Capital Management
New Jersey
$502K -$12K -200 -2%
TFA
343
Teamwork Financial Advisors
Texas
$499K +$8.38K +140 +2%
IB
344
Intrust Bank
Kansas
$499K +$15.4K +258 +3%
MWM
345
Mission Wealth Management
California
$499K +$49.7K +830 +11%
CPIG
346
Chicago Partners Investment Group
Illinois
$498K +$26.6K +444 +6%
HSBC Holdings
347
HSBC Holdings
United Kingdom
$492K +$4.61K +77 +0.9%
BFA
348
Benedict Financial Advisors
Georgia
$485K +$6.88K +115 +1%
WFI
349
West Family Investments
California
$478K
HCP
350
Hexagon Capital Partners
Arkansas
$474K -$4.19K -70 -0.8%