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Name Holding Trade Value Shares
Change
Change in
Stake
CPWMP
651
Cardinal Point Wealth Management Partners
California
$362K +$351K +3,200 New
PWM
652
Perigon Wealth Management
California
$361K +$350K +3,192 New
AA
653
Argent Advisors
Louisiana
$358K
GCP
654
GSA Capital Partners
United Kingdom
$357K -$114K -1,042 -25%
SEC
655
Seven Eight Capital
New York
$354K -$147K -1,335 -30%
PA
656
Parallel Advisors
California
$354K +$83.9K +764 +32%
Lido Advisors
657
Lido Advisors
California
$352K -$23.2K -211 -6%
KeyBank National Association
658
KeyBank National Association
Ohio
$350K -$28.7K -261 -8%
BS
659
Banco Santander
Spain
$350K +$339K +3,089 New
RAM
660
Roanoke Asset Management
New Jersey
$347K
RWA
661
Redhawk Wealth Advisors
Minnesota
$342K +$332K +3,020 New
HWM
662
HighMark Wealth Management
Minnesota
$337K -$6.15K -56 -2%
JWCA
663
J.W. Cole Advisors
Florida
$337K +$326K +2,972 New
HFM
664
Harvest Fund Management
China
$333K +$326K +2,970 +1,605%
CCA
665
Checchi Capital Advisers
California
$331K -$22.6K -206 -7%
FFS
666
Founders Financial Securities
Maryland
$322K -$329 -3 -0.1%
ESCM
667
Echo Street Capital Management
New York
$321K +$311K +2,837 New
BAM
668
Belpointe Asset Management
Nevada
$320K +$8.45K +77 +3%
PCS
669
Personal CFO Solutions
New Jersey
$315K -$11.7K -107 -4%
VIA
670
Vident Investment Advisory
Georgia
$306K +$297K +2,706 New
GLA
671
Great Lakes Advisors
Illinois
$304K -$2.2K -20 -0.7%
FB
672
Fulton Bank
Pennsylvania
$303K +$10.4K +95 +4%
CCG
673
Capital CS Group
California
$301K +$292K +2,658 New
FFA
674
First Foundation Advisors
California
$301K +$5.16K +47 +2%
HWA
675
Heritage Wealth Advisors
Virginia
$296K -$35.1K -320 -11%