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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
526
Alta Wealth Advisors
Massachusetts
$606K
CCM
527
Coldstream Capital Management
Washington
$601K +$591K +19,734 New
AWM
528
Axxcess Wealth Management
California
$600K +$45.3K +1,512 +8%
BFG
529
Bleakley Financial Group
New Jersey
$597K +$587K +19,612 New
KIA
530
KLR Investment Advisors
Rhode Island
$596K +$586K +19,582 New
LPT
531
Legacy Private Trust
Wisconsin
$596K
Carson Wealth (CWM LLC)
532
Carson Wealth (CWM LLC)
Nebraska
$581K +$66.6K +2,226 +13%
SAI
533
Systematic Alpha Investments
New Jersey
$578K -$568K -18,972 -50%
SIP
534
Scott Investment Partners
United Kingdom
$572K
OWA
535
One Wealth Advisors
California
$571K +$13.4K +446 +2%
GCC
536
Guardian Capital (Canada)
Ontario, Canada
$557K -$338K -11,290 -38%
SWS
537
SYSTM Wealth Solutions
Illinois
$555K +$546K +18,226 New
SQA
538
Simon Quick Advisors
New Jersey
$551K +$17.5K +584 +3%
CP
539
Cumberland Partners
Ontario, Canada
$548K +$539K +18,000 New
PFG
540
PAX Financial Group
Texas
$546K -$27.7K -924 -5%
MPPW
541
Mitchell & Pahl Private Wealth
Oklahoma
$533K +$68K +2,272 +15%
MA
542
Mutual Advisors
Nebraska
$528K +$19K +636 +4%
CTA
543
Chesley Taft & Associates
Illinois
$527K +$21.3K +710 +4%
CCG
544
Chatham Capital Group
Georgia
$522K -$83.8K -2,800 -14%
FFG
545
Fortem Financial Group
California
$517K -$67.9K -2,268 -12%
Holocene Advisors
546
Holocene Advisors
New York
$515K +$506K +16,900 New
VIA
547
Vident Investment Advisory
Georgia
$509K +$77.6K +2,592 +18%
ATC
548
Argent Trust Co
Tennessee
$509K
BF
549
BOK Financial
Oklahoma
$509K -$10.9K -364 -2%
IWA
550
Intercontinental Wealth Advisors
Texas
$507K +$180 +6 +0%