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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
626
Concourse Financial Group Securities
Alabama
$373K +$257K +8,565 +240%
LWM
627
Lyell Wealth Management
California
$373K -$283K -9,421 -44%
MLA
628
My Legacy Advisors
Oregon
$372K +$333K +11,080 New
IUHSA
629
Itau Unibanco Holding S.A.
Brazil
$372K +$192K +6,391 +112%
HI
630
Horizon Investments
North Carolina
$369K +$11.4K +379 +3%
CL
631
CSS LLC
Illinois
$369K -$461K -15,343 -56%
CCM
632
Chilton Capital Management
Texas
$368K
AAM
633
Auxier Asset Management
Oregon
$368K +$42K +1,400 +13%
Luther King Capital Management (LKCM)
634
Luther King Capital Management (LKCM)
Texas
$366K +$11K +368 +3%
IPW
635
Impact Partnership Wealth
Georgia
$364K +$356K +11,865 New
SFA
636
Sequoia Financial Advisors
Ohio
$363K +$60.1K +2,001 +20%
HCA
637
Harbor Capital Advisors
Illinois
$363K
DADC
638
D.A. Davidson & Co
Montana
$362K +$28.5K +950 +9%
SWP
639
Stratos Wealth Partners
Ohio
$357K +$45.1K +1,503 +15%
RCM
640
RB Capital Management
Nevada
$354K -$21.2K -707 -6%
HSA
641
HBK Sorce Advisory
Pennsylvania
$354K +$82K +2,733 +31%
LWCFA
642
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$352K -$2.1K -70 -0.6%
PWM
643
Perigon Wealth Management
California
$351K +$37.1K +1,236 +12%
CCA
644
Checchi Capital Advisers
California
$349K +$12.6K +420 +4%
IWC
645
Integrated Wealth Concepts
Massachusetts
$347K +$57.2K +1,904 +20%
AMG
646
Asset Management Group
Connecticut
$347K +$3.03K +101 +0.9%
FMAEN1
647
Fund Management at Engine No 1
California
$346K +$24K +800 +8%
MMPW
648
Mitchell McLeod Pugh & Williams
Alabama
$346K -$2.4K -80 -0.7%
CP
649
Capital Planning
Washington
$346K
HH
650
Hilltop Holdings
Texas
$343K -$14K -467 -4%