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Name Holding Trade Value Shares
Change
Change in
Stake
HI
501
Horizon Investments
North Carolina
$1.11M +$615K +46,268 +161%
SW
502
SkyOak Wealth
Michigan
$1.1M -$38.6K -2,900 -4%
QPWM
503
Quadrant Private Wealth Management
Pennsylvania
$1.1M -$4.57K -344 -0.5%
Vanguard Personalized Indexing Management
504
Vanguard Personalized Indexing Management
California
$1.1M +$337K +25,350 +52%
PP
505
Paloma Partners
Connecticut
$1.09M -$2.45M -184,022 -72%
BS
506
Boenning & Scattergood
Pennsylvania
$1.08M +$271K +20,386 +39%
ASN
507
Advisory Services Network
Georgia
$1.07M -$258K -19,393 -21%
KWM
508
Kingsview Wealth Management
Oregon
$1.07M -$31.5K -2,367 -3%
S
509
Seeyond
France
$1.07M +$287K +21,559 +43%
VVP
510
Venture Visionary Partners
Ohio
$1.06M +$158K +11,878 +20%
FAB
511
First American Bank
Illinois
$1.05M
CCP
512
Corient Capital Partners
California
$1.05M +$7.86K +591 +0.8%
GIA
513
Gladstone Institutional Advisory
Florida
$1.04M -$14.5K -1,091 -2%
IFG
514
Independent Financial Group
California
$1.03M +$269K +20,217 +41%
KeyBank National Association
515
KeyBank National Association
Ohio
$1.03M +$33K +2,486 +4%
HCM
516
Hollencrest Capital Management
California
$1.03M -$318K -23,958 -26%
IA
517
Insight Advisors
Pennsylvania
$1.03M -$25.6K -1,927 -3%
IFWM
518
Institute for Wealth Management
Colorado
$1.01M +$53.7K +4,039 +6%
FCA
519
FinTrust Capital Advisors
South Carolina
$1.01M -$19.9K -1,500 -2%
PA
520
Parallel Advisors
California
$1.01M +$110K +8,299 +14%
WJWM
521
Williams Jones Wealth Management
New York
$997K -$221K -16,589 -20%
SI
522
Stephens Inc
Arkansas
$982K -$330K -24,837 -27%
AFA
523
Abacus FCF Advisors
Florida
$976K -$63.5K -4,774 -7%
SEIA
524
Signature Estate & Investment Advisors
California
$976K -$62.8K -4,726 -7%
VI
525
Vestcor Inc
New Brunswick, Canada
$974K -$95.5K -7,180 -10%