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Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
626
Kera Capital Partners
California
$330K +$75K +399 +28%
SC
627
Savant Capital
Illinois
$329K -$543K -2,885 -62%
PPW
628
Parcion Private Wealth
Washington
$328K +$337K +1,792 New
CFO
629
Callan Family Office
Pennsylvania
$326K -$60.7K -323 -15%
OC
630
Oppenheimer & Co
New York
$324K +$333K +1,770 New
CWM
631
Challenger Wealth Management
California
$320K +$47K +250 +17%
CAM
632
Claret Asset Management
Quebec, Canada
$318K -$327K -1,740 Closed
AG
633
Ascent Group
Virginia
$317K +$326K +1,732 New
SAM
634
Smartleaf Asset Management
Massachusetts
$314K +$30.5K +162 +10%
IWC
635
Integrated Wealth Concepts
Massachusetts
$314K +$57K +303 +21%
BCV
636
Banque Cantonale Vaudoise
Switzerland
$313K +$322K +1,711 New
AGP
637
Autumn Glory Partners
Texas
$310K – – –
MCCA
638
Mill Creek Capital Advisors
Pennsylvania
$304K +$1.69K +9 +0.5%
CA
639
Commerzbank Aktiengesellschaft
Germany
$303K +$311K +1,654 New
PCIA
640
Prime Capital Investment Advisors
Kansas
$303K +$311K +1,655 New
IP
641
Intellectus Partners
California
$302K +$310K +1,650 New
GC
642
Gilbert & Cook
Iowa
$300K +$564 +3 +0.2%
MPM
643
MBB Public Markets
Illinois
$300K +$309K +1,641 New
SCA
644
Snowden Capital Advisors
New York
$299K +$26.9K +143 +10%
FHA
645
Flagship Harbor Advisors
Massachusetts
$299K +$38.7K +206 +14%
NIWA
646
New Insight Wealth Advisors
California
$298K – – –
SFC
647
SYM Financial Corp
Indiana
$298K +$306K +1,628 New
IAS
648
Insigneo Advisory Services
Florida
$295K -$132K -703 -30%
GT
649
Glenmede Trust
Pennsylvania
$293K +$301K +1,602 New
CWIG
650
Chung Wu Investment Group
Texas
$292K +$301K +1,600 New
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