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Name Holding Trade Value Shares
Change
Change in
Stake
WS
301
Wedbush Securities
California
$586K +$331K +5,909 +83%
WMP
302
Wealth Management Partners
Arizona
$585K +$98.2K +1,753 +16%
CAM
303
Concorde Asset Management
Michigan
$584K +$159K +2,840 +28%
LIM
304
Letson Investment Management
Georgia
$566K +$17.9K +319 +3%
RIM
305
Rakuten Investment Management
Japan
$566K +$701K +12,510 New
PP
306
PDS Planning
Ohio
$564K +$35.5K +634 +5%
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$562K +$79K +1,409 +13%
CCFM
308
Clear Creek Financial Management
Washington
$556K -$31K -554 -4%
Jennison Associates
309
Jennison Associates
New York
$555K +$20.9K +373 +3%
William Blair & Company
310
William Blair & Company
Illinois
$555K +$79.7K +1,423 +13%
VWA
311
Visionary Wealth Advisors
Illinois
$554K -$52.7K -940 -7%
SF
312
Summit Financial
New Jersey
$548K +$137K +2,449 +25%
Massachusetts Financial Services
313
Massachusetts Financial Services
Massachusetts
$545K +$681K +12,154 New
LB
314
Legacy Bridge
Iowa
$545K +$33.6K +599 +5%
BCI
315
Brinker Capital Investments
Pennsylvania
$543K +$104K +1,851 +18%
PWM
316
Perigon Wealth Management
California
$540K -$38.8K -693 -5%
AAIS
317
ABN AMRO Investment Solutions
$539K +$674K +12,019 New
BP
318
BBR Partners
New York
$536K
IAA
319
Independent Advisor Alliance
North Carolina
$527K -$482K -8,603 -42%
PCIA
320
Prime Capital Investment Advisors
Kansas
$524K +$80.5K +1,436 +14%
RG
321
Rathbones Group
United Kingdom
$517K -$10.2K -182 -2%
CA
322
Clearstead Advisors
Ohio
$516K +$70.9K +1,266 +12%
MC
323
Matisse Capital
Oregon
$512K +$124K +2,217 +24%
IIA
324
IPG Investment Advisors
California
$511K -$58.1K -1,036 -8%
PHWM
325
Pine Harbor Wealth Management
Maryland
$502K