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Name Holding Trade Value Shares
Change
Change in
Stake
WHG
451
Westwood Holdings Group
Texas
$244K +$252K +4,178 New
EW
452
Evoke Wealth
California
$244K +$1.87K +31 +0.7%
IWA
453
Intercontinental Wealth Advisors
Texas
$244K +$9.18K +152 +4%
DADC
454
D.A. Davidson & Co
Montana
$239K +$181 +3 +0.1%
WDC
455
Woodward Diversified Capital
California
$239K -$3.32K -55 -1%
KeyBank National Association
456
KeyBank National Association
Ohio
$237K -$287K -4,746 -54%
GSEP
457
Golden State Equity Partners
California
$234K +$242K +3,999 New
SVWAG
458
Sound View Wealth Advisors Group
Georgia
$232K -$12.7K -211 -5%
RT
459
Rockland Trust
Massachusetts
$231K -$19.7K -326 -8%
CCM
460
Coldstream Capital Management
Washington
$229K +$8.21K +136 +4%
CCA
461
Checchi Capital Advisers
California
$228K -$27.4K -453 -10%
TYCC
462
Texas Yale Capital Corp
Florida
$227K
PFG
463
PAX Financial Group
Texas
$226K -$966 -16 -0.4%
SP
464
Symmetry Partners
Connecticut
$226K
WPC
465
Waters Parkerson & Co
Louisiana
$224K
TL
466
Tradewinds LLC
North Carolina
$223K
BPC
467
Banque Pictet & Cie
Switzerland
$220K +$22.2K +367 +11%
FNA
468
First National Advisers
Nebraska
$220K
LFAS
469
Level Four Advisory Services
Texas
$218K +$226K +3,736 New
SIS
470
Sound Income Strategies
Florida
$217K
MW
471
Marcum Wealth
Ohio
$217K +$7.49K +124 +3%
CAAS
472
Capital Asset Advisory Services
Michigan
$215K -$25.1K -416 -10%
AWM
473
Accurate Wealth Management
Florida
$213K +$4.59K +76 +2%
BMSSC
474
B. Metzler seel. Sohn & Co
Germany
$213K
UCMOK
475
United Capital Management of KS
Kansas
$212K -$18.7K -310 -8%