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