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Name Holding Trade Value Shares
Change
Change in
Stake
AGP
526
Autumn Glory Partners
Texas
$328K -$256K -4,695 -42%
DAM
527
Doheny Asset Management
California
$328K – – –
IA
528
IFP Advisors
Florida
$324K +$51.1K +938 +17%
WA
529
Waverly Advisors
Alabama
$323K +$343K +6,294 New
Wealth Enhancement Advisory Services
530
Wealth Enhancement Advisory Services
Minnesota
$322K +$78.4K +1,439 +30%
PP
531
PDS Planning
Ohio
$321K -$9.15K -168 -3%
HCM
532
Highview Capital Management
Illinois
$321K +$16.3K +300 +5%
FIM
533
Freedom Investment Management
Connecticut
$320K +$17K +312 +5%
BP
534
Ballentine Partners
Massachusetts
$316K +$60.9K +1,118 +22%
GC
535
Guggenheim Capital
Illinois
$315K -$97.5K -1,789 -23%
IWM
536
IHT Wealth Management
Illinois
$312K -$229K -4,210 -41%
NERM
537
New England Research & Management
Illinois
$312K +$331K +6,075 New
MWM
538
MinichMacGregor Wealth Management
New York
$312K +$53.2K +976 +19%
AWA
539
Arete Wealth Advisors
Illinois
$311K +$329K +6,042 New
BOH
540
Bank of Hawaii
Hawaii
$309K +$87.5K +1,606 +36%
T2I
541
Turim 21 Investimentos
Brazil
$309K – – –
CFO
542
Callan Family Office
Pennsylvania
$307K +$325K +5,966 New
SP
543
Saranac Partners
$298K +$316K +5,795 New
VAS
544
Vestmark Advisory Solutions
Massachusetts
$296K -$25.1K -460 -7%
CAM
545
Cresset Asset Management
Illinois
$296K -$12.4K -228 -4%
SC
546
Sapient Capital
Indiana
$294K – – –
IWC
547
Integrated Wealth Concepts
Massachusetts
$293K +$20.2K +370 +7%
WC
548
Wexford Capital
Florida
$292K -$38K -698 -11%
SMWM
549
Silvia McColl Wealth Management
California
$288K – – –
HC
550
Hamilton Capital
Ohio
$288K – – –