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Name Holding Trade Value Shares
Change
Change in
Stake
AO
701
Advisor OS
Illinois
$801K +$160K +638 +28%
TCPW
702
Twin City Private Wealth
North Carolina
$788K -$172K -685 -19%
MG
703
Mather Group
Illinois
$786K +$53.5K +213 +8%
HH
704
Hilltop Holdings
Texas
$786K +$100K +400 +16%
PA
705
Pinnacle Associates
New York
$783K +$286K +1,139 +68%
SAM
706
Selway Asset Management
$772K
AF
707
Allworth Financial
California
$767K +$79.1K +315 +13%
SG
708
Somerset Group
Minnesota
$767K
ACM
709
Advisors Capital Management
New Jersey
$764K +$58.5K +233 +9%
JCM
710
J2 Capital Management
Michigan
$759K -$28.6K -114 -4%
OWP
711
Obermeyer Wealth Partners
Colorado
$758K +$9.04K +36 +1%
YIH
712
Y-Intercept (HK)
Hong Kong
$753K +$680K +2,709 New
CWP
713
Capital Wealth Planning
Florida
$752K +$293K +1,166 +76%
MCM
714
Manchester Capital Management
Vermont
$747K +$3.01K +12 +0.4%
FT
715
Fiduciary Trust
Massachusetts
$743K +$52.8K +210 +9%
NWAG
716
Net Worth Advisory Group
Utah
$736K +$9.04K +36 +1%
CA
717
Clearstead Advisors
Ohio
$735K -$49.5K -197 -7%
CF
718
Centaurus Financial
California
$731K +$41.7K +166 +7%
MFA
719
Mayflower Financial Advisors
Massachusetts
$731K +$2.51K +10 +0.4%
NHC
720
Nicholas Hoffman & Company
Georgia
$729K -$54K -215 -8%
KWM
721
Kingsview Wealth Management
Oregon
$728K +$115K +457 +21%
WCM Investment Management
722
WCM Investment Management
California
$727K +$132K +526 +25%
AP
723
Advisors Preferred
Maryland
$725K +$656K +2,613 New
VHAM
724
Van Hulzen Asset Management
California
$723K -$6.11M -24,325 -90%
LFA
725
Legacy Financial Advisors
Kentucky
$717K -$5.78K -23 -0.9%