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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
501
Atlas Capital Advisors
Wyoming
$751K
AO
502
Advisor OS
Illinois
$751K +$42.4K +207 +6%
BOPW
503
Brandywine Oak Private Wealth
Pennsylvania
$750K -$3.9K -19 -0.6%
WP
504
WealthSource Partners
California
$747K -$31.8K -155 -4%
HSA
505
HBK Sorce Advisory
Pennsylvania
$747K +$17.6K +86 +3%
Qube Research & Technologies (QRT)
506
Qube Research & Technologies (QRT)
United Kingdom
$743K -$1.98M -9,654 -74%
SWM
507
Salvus Wealth Management
New Jersey
$742K +$25K +122 +4%
VWM
508
Venturi Wealth Management
Texas
$727K +$244K +1,191 +56%
RC
509
RegentAtlantic Capital
New Jersey
$726K -$3.69K -18 -0.5%
Impax Asset Management Group
510
Impax Asset Management Group
United Kingdom
$704K +$656K +3,199 New
CIA
511
Cohen Investment Advisors
New Hampshire
$699K +$615 +3 +0.1%
BEI
512
Benjamin Edwards Inc
Missouri
$685K +$638K +3,112 New
IIC
513
Ironwood Investment Counsel
Arizona
$681K -$4.92K -24 -0.8%
MPAM
514
Murphy Pohlad Asset Management
Minnesota
$678K
RCAG
515
Rehmann Capital Advisory Group
Michigan
$666K -$2.46K -12 -0.4%
ICG
516
InterOcean Capital Group
Tennessee
$664K -$40.2K -196 -6%
AIM
517
Alhambra Investment Management
Florida
$664K
WFMPM
518
Woodley Farra Manion Portfolio Management
Indiana
$660K
AWA
519
Amplius Wealth Advisors
Pennsylvania
$659K +$615K +2,997 New
Lido Advisors
520
Lido Advisors
California
$658K -$44.9K -219 -7%
1WA
521
180 Wealth Advisors
Washington
$652K -$27.7K -135 -4%
CCP
522
Corient Capital Partners
California
$646K -$25.4K -124 -4%
SFA
523
Sequoia Financial Advisors
Ohio
$646K +$601K +2,933 New
MFW
524
Meristem Family Wealth
Minnesota
$641K -$15.4K -75 -3%
CCA
525
Checchi Capital Advisers
California
$641K +$11.7K +57 +2%