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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
701
Oppenheimer Asset Management
New York
$613K -$62.2K -618 -10%
SCA
702
Snowden Capital Advisors
New York
$608K +$76.7K +762 +16%
HAG
703
HighPoint Advisor Group
Illinois
$608K -$2.09M -20,767 -79%
SWMG
704
Signature Wealth Management Group
Georgia
$608K -$11K -109 -2%
BMWM
705
Brown Miller Wealth Management
Virginia
$607K -$3.52K -35 -0.6%
HW
706
Hancock Whitney
Mississippi
$605K +$22K +219 +4%
WWM
707
Western Wealth Management
Colorado
$594K +$27.1K +269 +5%
6SA
708
6th Street Advisors
Alabama
$586K +$525K +5,217 New
PCA
709
Pallas Capital Advisors
Massachusetts
$585K +$45.2K +449 +9%
ACH
710
ArrowMark Colorado Holdings
Colorado
$579K – – –
Envestnet Portfolio Solutions
711
Envestnet Portfolio Solutions
Illinois
$579K -$318K -3,163 -38%
TWM
712
Thrive Wealth Management
Pennsylvania
$579K -$123K -1,225 -19%
CS
713
Candriam SCA
Luxembourg
$577K – – –
SI
714
Saxon Interests
Texas
$574K +$207K +2,055 +67%
MNBTD
715
Moody National Bank Trust Division
Texas
$574K -$149K -1,486 -23%
FFN
716
Focus Financial Network
Minnesota
$571K +$17.6K +175 +4%
CCS
717
Concentric Capital Strategies
Connecticut
$569K +$510K +5,066 New
CIAS
718
CFS Investment Advisory Services
New Jersey
$568K +$4.33K +43 +0.9%
CW
719
CreativeOne Wealth
Kansas
$565K -$10.9K -108 -2%
DAS
720
Dynamic Advisor Solutions
Arizona
$563K +$18.6K +185 +4%
CTC
721
Central Trust Company
Missouri
$563K – – –
LIM
722
Lathrop Investment Management
Arkansas
$562K – – –
NG
723
Norden Group
Utah
$559K -$2.31K -23 -0.5%
GWP
724
Gateway Wealth Partners
Wisconsin
$556K +$498K +4,949 New
Simplex Trading
725
Simplex Trading
Illinois
$556K +$497K +4,945 New