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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
551
Western Wealth Management
Colorado
$399K +$9.8K +1,090 +3%
JAFL
552
Jay A. Fishman Ltd
Michigan
$398K +$63K +7,006 +20%
AF
553
Advisornet Financial
Minnesota
$397K +$10.1K +1,121 +3%
NL
554
NWAM LLC
Washington
$393K -$16.9K -1,885 -4%
CC
555
Cipher Capital
New York
$392K -$3.92M -435,588 -91%
IB
556
Intrust Bank
Kansas
$391K -$4.91K -546 -1%
KWM
557
Kingsview Wealth Management
Oregon
$389K -$369K -41,046 -50%
AAS
558
Annex Advisory Services
Wisconsin
$388K -$3.71K -413 -1%
PCM
559
Parsons Capital Management
Rhode Island
$388K +$69.3K +7,714 +23%
CC
560
ClearArc Capital
Ohio
$386K -$157K -17,476 -30%
BOH
561
Bank of Hawaii
Hawaii
$381K +$21.6K +2,400 +6%
WTB
562
Washington Trust Bank
Washington
$374K -$45.3K -5,043 -11%
TF
563
TIAA FSB
Florida
$373K -$7.31K -813 -2%
IC
564
InterOcean Capital
Illinois
$372K -$144 -16 -0%
OIA
565
OneDigital Investment Advisors
Kansas
$370K +$3.63K +404 +1%
IWC
566
Integrated Wealth Concepts
Massachusetts
$369K -$45.9K -5,104 -11%
AWE
567
Avidian Wealth Enterprises
Texas
$369K +$185K +20,612 +108%
Bessemer Group
568
Bessemer Group
New Jersey
$368K -$74.7K -8,311 -17%
FFN
569
Focus Financial Network
Minnesota
$366K +$405 +45 +0.1%
LOAME
570
Lombard Odier Asset Management (Europe)
United Kingdom
$366K – – –
KA
571
Kintegral Advisory
New York
$364K – – –
APP
572
Avantax Planning Partners
Iowa
$362K -$14.1K -1,565 -4%
SC
573
Savant Capital
Illinois
$362K -$3.53K -393 -1%
RIL
574
Rothschild Investment LLC
Illinois
$361K +$6.33K +704 +2%
APW
575
Aurora Private Wealth
New Jersey
$360K +$348K +38,728 New