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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
401
Perigon Wealth Management
California
$227K +$214K +7,240 New
PI
402
PFG Investments
New York
$227K +$214K +7,230 New
CWG
403
Cornerstone Wealth Group
North Carolina
$226K +$213K +7,201 New
AWA
404
Arkadios Wealth Advisors
Georgia
$225K +$212K +7,173 New
SWA
405
Stratos Wealth Advisors
Ohio
$220K +$207K +7,006 New
UFPG
406
United Financial Planning Group
New York
$220K +$207K +6,995 New
LFAS
407
Level Four Advisory Services
Texas
$219K +$206K +6,972 New
ACS
408
Archford Capital Strategies
Illinois
$218K -$22.3K -755 -10%
SMA
409
Seven Mile Advisory
New Jersey
$217K +$205K +6,926 New
BBHC
410
Brown Brothers Harriman & Co
New York
$216K +$3.11K +105 +2%
CAM
411
Cresset Asset Management
Illinois
$215K +$203K +6,859 New
IWM
412
IHT Wealth Management
Illinois
$212K -$72.2K -2,440 -27%
PCS
413
Personal CFO Solutions
New Jersey
$211K +$199K +6,738 New
GCM
414
Genus Capital Management
British Columbia, Canada
$211K +$199K +6,720 New
GAM
415
Gotham Asset Management
New York
$211K +$199K +6,716 New
AIP
416
Avail Investment Partners
Pennsylvania
$210K +$198K +6,690 New
FRA
417
Frank Rimerman Advisors
California
$209K +$197K +6,659 New
HCP
418
Hexagon Capital Partners
Arkansas
$208K +$196K +6,625 New
PA
419
Pinnacle Associates
New York
$207K +$196K +6,612 New
CH
420
Cromwell Holdings
Wyoming
$207K – – –
RA
421
Riversedge Advisors
Delaware
$206K +$194K +6,554 New
1WA
422
180 Wealth Advisors
Washington
$200K +$189K +6,383 New
VSQM
423
V-Square Quantitative Management
Illinois
$189K +$2.28K +77 +1%
Mitsubishi UFJ Asset Management
424
Mitsubishi UFJ Asset Management
Japan
$185K -$52.8K -1,786 -23%
EB
425
Eastern Bank
Massachusetts
$174K +$164K +5,537 New