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Name Holding Trade Value Shares
Change
Change in
Stake
CA
776
Capitolis Advisors
New York
$916K
TW
777
Transform Wealth
Colorado
$913K -$8.59K -38 -1%
TGAM
778
TBH Global Asset Management
Tennessee
$913K
SSB
779
Sandy Spring Bank
Maryland
$905K
CA
780
Cetera Advisors
Colorado
$897K -$225K -996 -21%
AIA
781
Avalon Investment & Advisory
Texas
$889K -$441K -1,952 -34%
MWM
782
Mission Wealth Management
California
$879K +$904 +4 +0.1%
CWM
783
Circle Wealth Management
New Jersey
$874K
PGAM
784
Princeton Global Asset Management
New Jersey
$851K
MWAM
785
Manhattan West Asset Management
California
$851K +$820K +3,626 New
MFA
786
Mayflower Financial Advisors
Massachusetts
$850K +$3.62K +16 +0.4%
SFS
787
Summit Financial Strategies
Ohio
$847K
PAM
788
Peak Asset Management
Colorado
$845K
RC
789
RegentAtlantic Capital
New Jersey
$839K -$30.1K -133 -4%
ONB
790
Old National Bancorp
Indiana
$838K -$142K -628 -15%
CG
791
Caprock Group
Idaho
$837K +$21.5K +95 +3%
EWM
792
Elmwood Wealth Management
California
$835K +$805K +3,561 New
SFI
793
Siemens Fonds Invest
Germany
$833K +$9.95K +44 +1%
FTDI
794
First Trust Direct Indexing
Massachusetts
$826K +$8.59K +38 +1%
JFGLC
795
Johnson Financial Group LLC (Colorado)
Colorado
$821K -$52.4K -232 -6%
LWM
796
Laidlaw Wealth Management
New York
$816K +$786K +3,478 New
PA
797
Pinnacle Associates
New York
$815K -$452 -2 -0.1%
SWM
798
Spire Wealth Management
Virginia
$815K +$8.36K +37 +1%
PP
799
Paloma Partners
Connecticut
$814K +$784K +3,470 New
ABP
800
Arthur B. Page
$813K -$45.2K -200 -5%