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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
526
Kestra Private Wealth Services
Texas
$654K +$3.93K +9 +0.6%
SWIG
527
Strategic Wealth Investment Group
Kentucky
$648K -$437 -1 -0.1%
LMAM
528
Legg Mason Asset Management
Japan
$642K -$256K -587 -29%
SOAMC
529
Spirit of America Management Corp
New York
$642K
OWA
530
Outlook Wealth Advisors
Texas
$640K +$44.6K +102 +8%
PA
531
Parallel Advisors
California
$640K +$140K +321 +29%
PCS
532
Personal CFO Solutions
New Jersey
$639K +$35K +80 +6%
CCA
533
Checchi Capital Advisers
California
$638K -$8.3K -19 -1%
MC
534
Moors & Cabot
Massachusetts
$634K
BP
535
Ballentine Partners
Massachusetts
$633K +$437 +1 +0.1%
PG
536
Pendal Group
Australia
$632K +$186K +426 +43%
MAM
537
Meeder Asset Management
Ohio
$620K +$201K +459 +49%
HI
538
Harbour Investments
Wisconsin
$618K -$1.31K -3 -0.2%
P
539
Pitcairn
Pennsylvania
$612K -$14.9K -34 -2%
SIM
540
Sentry Investment Management
Wisconsin
$607K
CWP
541
Curated Wealth Partners
California
$607K +$83.9K +192 +16%
1SB
542
1ST Source Bank
Indiana
$598K
FAM
543
Fulcrum Asset Management
United Kingdom
$596K
LOAMS
544
Lombard Odier Asset Management (Switzerland)
Switzerland
$595K +$33.6K +77 +6%
RFC
545
Regions Financial Corp
Alabama
$593K +$146K +335 +33%
EGA
546
E&G Advisors
Texas
$584K -$581K -1,330 Closed
IC
547
IEQ Capital
California
$584K +$92.6K +212 +19%
ARMT
548
Amica Retiree Medical Trust
Rhode Island
$581K
MFG
549
Merit Financial Group
Georgia
$576K
Qube Research & Technologies (QRT)
550
Qube Research & Technologies (QRT)
United Kingdom
$574K -$1.9M -4,342 -77%