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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$260K -$264K -6,055 -53%
JSSH
502
J. Safra Sarasin Holding
$260K
MWM
503
Modera Wealth Management
New Jersey
$259K +$237K +5,432 New
GCS
504
Gordian Capital (Singapore)
Singapore
$259K +$57.7K +1,323 +32%
IA
505
IFP Advisors
Florida
$256K +$16.5K +378 +8%
IWC
506
Integrated Wealth Concepts
Massachusetts
$255K -$28.4K -652 -11%
AWS
507
Atria Wealth Solutions
New York
$255K -$321K -7,363 -58%
KWS
508
Keystone Wealth Services
California
$255K +$21.8K +500 +10%
Jones Financial Companies
509
Jones Financial Companies
Missouri
$252K +$183K +4,197 +394%
HRCM
510
Hood River Capital Management
Florida
$251K +$229K +5,248 New
ACIM
511
Azimuth Capital Investment Management
Michigan
$250K
UB
512
Umpqua Bank
Oregon
$249K +$26.2K +601 +13%
MHC
513
Meyer Handelman Company
New York
$248K
ATC
514
Argent Trust Co
Tennessee
$244K +$223K +5,110 New
MWM
515
MinichMacGregor Wealth Management
New York
$243K +$222K +5,092 New
BP
516
Ballentine Partners
Massachusetts
$240K -$123K -2,833 -36%
USGIU
517
U.S. Global Investors (USGI)
Texas
$239K -$218K -5,000 -50%
CFB
518
Cullen/Frost Bankers
Texas
$239K -$15.5K -356 -7%
BIA
519
Biondo Investment Advisors
Pennsylvania
$239K
PAS
520
Park Avenue Securities
New York
$238K +$34.4K +790 +19%
FCBT
521
First Citizens Bank & Trust
North Carolina
$237K +$34.8K +798 +19%
SIC
522
Samalin Investment Counsel
New York
$235K +$14.6K +336 +7%
P
523
&Partners
Tennessee
$233K +$212K +4,872 New
TDC
524
Thompson Davis & Co
Virginia
$232K -$70.8K -1,625 -25%
Wealth Enhancement Advisory Services
525
Wealth Enhancement Advisory Services
Minnesota
$231K -$80.8K -1,854 -28%