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Name Holding Trade Value Shares
Change
Change in
Stake
SC
551
Syon Capital
California
$970K +$78.3K +684 +8%
BONH
552
Bank of New Hampshire
New Hampshire
$964K +$28K +245 +3%
S
553
Sunpointe
Missouri
$960K -$1.03K -9 -0.1%
State Street
554
State Street
Massachusetts
$936K
MWM
555
McAlvany Wealth Management
Colorado
$934K +$24.1K +211 +2%
AWM
556
AE Wealth Management
Kansas
$932K +$5.49K +48 +0.6%
CAM
557
Cresset Asset Management
Illinois
$927K -$618K -5,400 -39%
PAG
558
Private Advisory Group
Washington
$911K -$134K -1,168 -12%
HSA
559
HBK Sorce Advisory
Pennsylvania
$902K +$5.84K +51 +0.7%
VFM
560
Viking Fund Management
North Dakota
$869K -$1.03M -9,000 -53%
ECM
561
Evergreen Capital Management
Washington
$865K +$22.3K +195 +3%
CI
562
Cigna Investments
Connecticut
$846K
BLFG
563
Brian Low Financial Group
Louisiana
$843K -$671K -5,867 -43%
GS
564
GWN Securities
Florida
$825K +$199K +1,743 +30%
KA
565
Kerrisdale Advisers
Florida
$818K -$243K -2,120 -22%
WA
566
Wealth Alliance
New York
$811K -$88.2K -771 -9%
CCM
567
Coldstream Capital Management
Washington
$811K +$336K +2,940 +65%
Wealthfront Advisers
568
Wealthfront Advisers
California
$806K +$43.7K +382 +5%
AAM
569
Advisors Asset Management
Colorado
$805K +$303K +2,649 +56%
CFO
570
Callan Family Office
Pennsylvania
$804K +$180K +1,573 +27%
MFG
571
Merit Financial Group
Georgia
$798K +$108K +946 +15%
UB
572
Umpqua Bank
Oregon
$797K -$11.6K -101 -1%
IAA
573
Independent Advisor Alliance
North Carolina
$793K +$121K +1,059 +17%
VT
574
Vise Technologies
New York
$788K
CL
575
Choreo LLC
Illinois
$787K +$59.6K +521 +8%