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Name Holding Trade Value Shares
Change
Change in
Stake
CAI
451
Capital Advisors Inc
Oklahoma
$606K -$16.4K -374 -2%
JIC
452
Johnson Investment Counsel
Ohio
$605K -$44 -1 -0%
Bessemer Group
453
Bessemer Group
New Jersey
$604K +$307 +7 +0%
CCG
454
Coastwise Capital Group
California
$603K +$19.6K +447 +3%
AWM
455
Axxcess Wealth Management
California
$599K +$711K +16,205 New
AIIMS
456
Analyst IMS Investment Management Services
Israel
$597K – – –
SA
457
Sovran Advisors
California
$595K +$66.1K +1,507 +12%
RIA
458
Recurrent Investment Advisors
Texas
$594K +$5.56M +126,792 New
CW
459
CreativeOne Wealth
Kansas
$591K +$157K +3,585 +29%
WANY
460
Wealthspire Advisors (New York)
New York
$586K +$254K +5,779 +57%
SW
461
SVB Wealth
Massachusetts
$585K +$8.64K +197 +1%
QC
462
Quadrature Capital
United Kingdom
$582K -$21.6M -493,024 -97%
CAG
463
Csenge Advisory Group
Florida
$577K -$111K -2,528 -14%
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$577K -$6.36K -145 -0.9%
BFIM
465
Beese Fulmer Investment Management
Ohio
$575K -$14.8K -337 -2%
WSC
466
Wellington Shields & Co
New York
$573K -$4.87K -111 -0.7%
BPC
467
Bearing Point Capital
Minnesota
$573K +$680K +15,500 New
GD
468
Grandfield & Dodd
New York
$570K – – –
AIM
469
Aigen Investment Management
New York
$569K +$675K +15,393 New
TWC
470
TD Waterhouse Canada
Ontario, Canada
$567K +$298K +6,783 +76%
AIC
471
Archer Investment Corporation
Indiana
$565K -$264K -6,027 -28%
CFG
472
Cooper Financial Group
California
$564K +$85.7K +1,953 +15%
DAS
473
Dynamic Advisor Solutions
Arizona
$562K -$18K -411 -3%
ASN
474
Advisory Services Network
Georgia
$560K -$78.8K -1,796 -11%
LWAM
475
Legacy Wealth Asset Management
Minnesota
$559K -$5.13K -117 -0.8%