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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
826
King Wealth Management Group
Florida
$426K
CT
827
Caldwell Trust
Florida
$424K -$5.35K -24 -1%
HAG
828
HighPoint Advisor Group
Illinois
$421K +$8.92K +40 +2%
MGAM
829
McGowan Group Asset Management
Texas
$420K +$387K +1,737 New
PFBT
830
Parkside Financial Bank & Trust
Missouri
$417K -$892 -4 -0.2%
CCG
831
Chatham Capital Group
Georgia
$417K
TFM
832
TFC Financial Management
Massachusetts
$417K
KFS
833
Kurt F. Somerville
$416K -$5.57K -25 -1%
MC
834
Middleton & Co
Massachusetts
$410K
B
835
Barings
North Carolina
$404K
GRP
836
Global Retirement Partners
California
$403K -$55.5K -249 -13%
CIA
837
Citadel Investment Advisory
Ohio
$403K -$16.3K -73 -4%
RWP
838
RWA Wealth Partners
Massachusetts
$403K
HPM
839
Hudson Portfolio Management
New York
$402K +$372K +1,667 New
NME
840
Notis-McConarty Edward
$399K
WI
841
Wintrust Investments
Illinois
$398K +$69.5K +312 +23%
W
842
WealthStone
Ohio
$397K +$4.46K +20 +1%
BOTW
843
Bank of the West
California
$395K -$38.8K -174 -10%
AAM
844
Advisors Asset Management
Colorado
$394K -$20.3K -91 -5%
ECM
845
Evergreen Capital Management
Washington
$392K +$54.2K +243 +18%
MMA
846
Miracle Mile Advisors
California
$390K
ACP
847
Ashfield Capital Partners
California
$388K -$2.01K -9 -0.6%
Nomura Holdings
848
Nomura Holdings
Japan
$387K -$5.8M -26,007 -94%
WAM
849
Weatherly Asset Management
California
$385K -$11.4K -51 -3%
HI
850
Harbour Investments
Wisconsin
$385K +$355K +1,593 New