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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
526
Keudell/Morrison Wealth Management
Oregon
$367K -$12.9K -40 -4%
CCA
527
Checchi Capital Advisers
California
$364K -$49.4K -153 -12%
SFA
528
Sequoia Financial Advisors
Ohio
$361K +$346K +1,073 New
AWA
529
Arkadios Wealth Advisors
Georgia
$359K -$37.1K -115 -10%
MCM
530
Monument Capital Management
Virginia
$358K -$12.9K -40 -4%
DOA
531
D'Orazio & Associates
Virginia
$348K +$1.29K +4 +0.4%
KI
532
Kula Investments
Illinois
$347K +$333K +1,031 New
PWS
533
Precision Wealth Strategies
Missouri
$345K -$1.29K -4 -0.4%
AFC
534
AFT Forsyth & Company
Florida
$345K +$645 +2 +0.2%
OTPPB
535
Ontario Teachers' Pension Plan Board
Ontario, Canada
$342K +$328K +1,016 New
FW
536
FirstPurpose Wealth
Utah
$341K +$32.9K +102 +11%
Bessemer Group
537
Bessemer Group
New Jersey
$339K -$336K -1,042 -51%
RSWM
538
Robertson Stephens Wealth Management
California
$338K -$11.9K -37 -4%
NP
539
NorthRock Partners
Minnesota
$334K +$321K +994 New
ZB
540
Zions Bancorporation
Utah
$332K -$25.5K -79 -7%
WI
541
Wahed Invest
New York
$331K +$31.3K +97 +11%
BRWA
542
B. Riley Wealth Advisors
Florida
$327K +$314K +972 New
CI
543
Cigna Investments
Connecticut
$326K -$645 -2 -0.2%
HFM
544
Harvest Fund Management
China
$315K
GL
545
Graypoint LLC
New York
$315K +$21K +65 +7%
RP
546
Riverwater Partners
Wisconsin
$314K
LNWWM
547
Laird Norton Wetherby Wealth Management
California
$313K +$21.3K +66 +8%
FFM
548
Forum Financial Management
Illinois
$310K -$3.87K -12 -1%
AWM
549
Accurate Wealth Management
Florida
$308K +$300K +929 New
TAM
550
Trust Asset Management
Texas
$306K