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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Avitas Wealth Management
California
$1.17M +$43.1K +734 +4%
SWM
652
SeaCrest Wealth Management
New York
$1.17M +$41.6K +708 +4%
Credit Agricole
653
Credit Agricole
France
$1.16M +$345K +5,862 +42%
Vanguard Personalized Indexing Management
654
Vanguard Personalized Indexing Management
California
$1.15M +$424K +7,209 +59%
IAA
655
Independent Advisor Alliance
North Carolina
$1.15M -$2.11M -35,943 -65%
GT
656
Greenleaf Trust
Michigan
$1.13M +$63.1K +1,073 +6%
DY
657
Dowling & Yahnke
California
$1.13M +$174K +2,961 +18%
QI
658
QS Investors
New York
$1.13M -$8.05K -137 -0.7%
CDH
659
Charles D. Hyman
$1.12M – – –
LNC
660
Lincoln National Corp
Pennsylvania
$1.12M +$483K +8,221 +76%
CWP
661
CFM Wealth Partners
Texas
$1.11M +$1.1M +18,760 New
RFC
662
Regions Financial Corp
Alabama
$1.11M -$569K -9,687 -34%
WPW
663
Warther Private Wealth
Ohio
$1.1M +$1.1M +18,632 New
CCM
664
Canal Capital Management
Virginia
$1.1M +$7.64K +130 +0.7%
CLOS
665
Compagnie Lombard Odier SCmA
Switzerland
$1.1M -$309K -5,260 -22%
PA
666
Profund Advisors
Maryland
$1.09M -$53K -902 -5%
RIA
667
Regal Investment Advisors
Michigan
$1.09M +$1.08M +18,365 New
IFG
668
Independent Financial Group
California
$1.09M +$493K +8,393 +84%
SW
669
SkyOak Wealth
Michigan
$1.08M +$8.82K +150 +0.8%
AF
670
Allworth Financial
California
$1.07M -$22.2K -378 -2%
LCH
671
Lee Capital Holdings
New York
$1.06M – – –
IMRF
672
Illinois Municipal Retirement Fund
Illinois
$1.06M +$549K +9,335 +109%
Verition Fund Management
673
Verition Fund Management
Connecticut
$1.05M +$1.05M +17,815 New
HAG
674
HighPoint Advisor Group
Illinois
$1.05M +$143K +2,429 +16%
FWM
675
Frontier Wealth Management
Missouri
$1.04M +$173K +2,948 +20%