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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
AE Wealth Management
Kansas
$574K +$118K +467 +28%
CAU
577
Caxton Associates (UK)
$573K -$198K -785 -27%
RFC
578
Regions Financial Corp
Alabama
$572K -$1.51K -6 -0.3%
MG
579
Mather Group
Illinois
$570K +$756 +3 +0.1%
HFM
580
Harvest Fund Management
China
$570K -$115K -458 -18%
PWM
581
Paulson Wealth Management
Illinois
$568K -$16.9K -67 -3%
PCA
582
Pallas Capital Advisors
Massachusetts
$560K +$4.53K +18 +0.9%
CNBOF
583
City National Bank of Florida
Florida
$559K +$62K +246 +13%
OIA
584
OneDigital Investment Advisors
Kansas
$559K -$178K -706 -25%
CM
585
CastleKnight Management
New York
$558K – – –
TPW
586
Talon Private Wealth
Florida
$555K +$526K +2,089 New
MOS
587
MGO One Seven
Ohio
$552K +$143K +568 +38%
ECM
588
Evergreen Capital Management
Washington
$550K +$46.6K +185 +10%
HIP
589
HUB Investment Partners
Texas
$547K +$10.1K +40 +2%
SCM
590
Sandler Capital Management
New York
$539K -$1.05M -4,172 -67%
IWC
591
Integrated Wealth Concepts
Massachusetts
$537K +$509K +2,020 New
BCG
592
BayBridge Capital Group
California
$535K – – –
C
593
Certuity
Florida
$534K +$60.2K +239 +13%
FMB
594
Field & Main Bank
Kentucky
$534K +$79.3K +315 +19%
BP
595
Ballentine Partners
Massachusetts
$533K -$13.9K -55 -3%
PL
596
Parthenon LLC
Kentucky
$531K – – –
HI
597
Harbour Investments
Wisconsin
$525K +$486K +1,929 +4,193%
APG
598
Abacus Planning Group
South Carolina
$522K -$13.9K -55 -3%
AT
599
American Trust
Kentucky
$521K +$248K +984 +101%
UB
600
UMB Bank
Missouri
$520K -$53.7K -213 -10%