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Name Holding Trade Value Shares
Change
Change in
Stake
HT
426
Heritage Trust
Oklahoma
$663K -$28.2K -534 -4%
JWCA
427
J.W. Cole Advisors
Florida
$654K -$46.3K -875 -7%
WANY
428
Wealthspire Advisors (New York)
New York
$651K +$203K +3,843 +45%
DWM
429
Dynasty Wealth Management
Florida
$650K -$21.6K -408 -3%
HCM
430
Huber Capital Management
California
$650K +$3.65K +69 +0.6%
MFF
431
Michels Family Financial
Texas
$650K +$14.9K +282 +2%
PVI
432
Pine Valley Investments
New Jersey
$649K -$26.3K -498 -4%
ACA
433
Aptus Capital Advisors
Alabama
$645K +$268K +5,059 +70%
LCM
434
Lazari Capital Management
California
$642K -$47.8K -904 -7%
GCM
435
Genus Capital Management
British Columbia, Canada
$640K -$15.9K -300 -2%
Deutsche Bank
436
Deutsche Bank
Germany
$638K -$19.5M -369,029 -97%
DW30
437
Drucker Wealth 3.0
New Jersey
$632K -$58.1K -1,098 -8%
GM
438
GeoWealth Management
Illinois
$625K +$14.7K +278 +2%
NWWA
439
New Wave Wealth Advisors
Arkansas
$620K +$156K +2,943 +33%
JIC
440
Johnson Investment Counsel
Ohio
$616K -$51.9K -982 -8%
CCA
441
Checchi Capital Advisers
California
$614K -$12.4K -235 -2%
VFG
442
Victory Financial Group
Texas
$613K +$219K +4,132 +55%
PWM
443
Perigon Wealth Management
California
$611K +$43.6K +824 +8%
CWS
444
Cypress Wealth Services
California
$611K -$6.45K -122 -1%
EM
445
Excalibur Management
Massachusetts
$608K -$4.97K -94 -0.8%
Allianz Asset Management
446
Allianz Asset Management
Germany
$607K
BGC
447
Beutel, Goodman & Co
Ontario, Canada
$607K +$50.5K +954 +9%
PE
448
PCM Encore
Colorado
$603K +$1K +19 +0.2%
WG
449
Winton Group
United Kingdom
$603K +$608K +11,500 New
BFS
450
Bradley Foster & Sargent
Connecticut
$599K -$3.44K -65 -0.6%