Name Holding Trade Value Shares
Change
Change in
Stake
CAC
701
Core Alternative Capital
Georgia
$803K – – –
AO
702
Advisor OS
Illinois
$801K +$160K +638 +28%
TCPW
703
Twin City Private Wealth
North Carolina
$788K -$172K -685 -19%
MG
704
Mather Group
Illinois
$786K +$53.5K +213 +8%
HH
705
Hilltop Holdings
Texas
$786K +$100K +400 +16%
PA
706
Pinnacle Associates
New York
$783K +$286K +1,139 +68%
SAM
707
Selway Asset Management
$772K – – –
AF
708
Allworth Financial
California
$767K +$79.1K +315 +13%
SG
709
Somerset Group
Minnesota
$767K – – –
ACM
710
Advisors Capital Management
New Jersey
$764K +$58.5K +233 +9%
JCM
711
J2 Capital Management
Michigan
$759K -$28.6K -114 -4%
OWP
712
Obermeyer Wealth Partners
Colorado
$758K +$9.04K +36 +1%
YIH
713
Y-Intercept (HK)
Hong Kong
$753K +$680K +2,709 New
CWP
714
Capital Wealth Planning
Florida
$752K +$293K +1,166 +76%
MCM
715
Manchester Capital Management
Vermont
$747K +$3.01K +12 +0.4%
FT
716
Fiduciary Trust
Massachusetts
$743K +$52.8K +210 +9%
NWAG
717
Net Worth Advisory Group
Utah
$736K +$9.04K +36 +1%
CA
718
Clearstead Advisors
Ohio
$735K -$49.5K -197 -7%
CF
719
Centaurus Financial
California
$731K +$41.7K +166 +7%
MFA
720
Mayflower Financial Advisors
Massachusetts
$731K +$2.51K +10 +0.4%
NHC
721
Nicholas Hoffman & Company
Georgia
$729K -$54K -215 -8%
KWM
722
Kingsview Wealth Management
Oregon
$728K +$115K +457 +21%
WCM Investment Management
723
WCM Investment Management
California
$727K +$132K +526 +25%
AP
724
Advisors Preferred
Maryland
$725K +$656K +2,613 New
VHAM
725
Van Hulzen Asset Management
California
$723K -$6.11M -24,325 -90%