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Edison International

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
526
HB Wealth Management
Georgia
$414K +$37K +443 +9%
SGI
527
Summit Global Investments
Utah
$414K +$217K +2,594 +100%
AWAG
528
ARS Wealth Advisors Group
Florida
$413K
CA
529
Continuum Advisory
Idaho
$411K +$12.5K +150 +3%
OFG
530
OmniStar Financial Group
North Carolina
$409K -$339K -4,052 -44%
BBWA
531
Bell & Brown Wealth Advisors
California
$408K
DAS
532
Dynamic Advisor Solutions
Arizona
$404K -$220K -2,634 -34%
DWM
533
Defined Wealth Management
Oregon
$404K +$334 +4 +0.1%
SCA
534
St. Clair Advisors
Ohio
$399K
BC
535
Burney Company
Virginia
$399K -$1.75K -21 -0.4%
MC
536
Moors & Cabot
Massachusetts
$398K -$31.1K -372 -7%
MWM
537
Modern Wealth Management
Kansas
$396K -$34.4K -412 -8%
Lazard Asset Management
538
Lazard Asset Management
New York
$391K -$25.7K -308 -6%
QT
539
Quantbot Technologies
New York
$389K -$2.22M -26,531 -84%
ECM
540
Evergreen Capital Management
Washington
$385K -$21.7K -260 -5%
RCA
541
Riverview Capital Advisers
Massachusetts
$380K
AWMM
542
Aegis Wealth Management (Maryland)
Maryland
$376K +$394K +4,710 New
LCM
543
Leisure Capital Management
California
$373K
AFG
544
Atomi Financial Group
New York
$369K +$21.7K +260 +6%
MIM
545
Morningstar Investment Management
Illinois
$367K +$13K +156 +4%
Jones Financial Companies
546
Jones Financial Companies
Missouri
$367K +$163K +1,952 +74%
Vontobel Holding
547
Vontobel Holding
Switzerland
$366K +$18.1K +216 +5%
BTWM
548
Baker Tilly Wealth Management
Wisconsin
$364K -$18K -215 -4%
IPWA
549
International Private Wealth Advisors
California
$362K +$7.61K +91 +2%
RBI
550
Raiffeisen Bank International
Austria
$356K +$374K +4,476 New