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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
401
Frank Rimerman Advisors
California
$823K +$1.09K +52 +0.1%
YIH
402
Y-Intercept (HK)
Hong Kong
$819K -$4.88M -232,841 -85%
IF
403
Intrua Financial
Texas
$805K -$54.3K -2,592 -6%
BPMC
404
Buckland Partners Management Co
New York
$802K +$838K +40,000 New
RWM
405
Ritholtz Wealth Management
New York
$784K +$820K +39,124 New
AA
406
Auxano Advisors
Washington
$778K -$7.35K -351 -0.9%
MSE
407
MUFG Securities EMEA
United Kingdom
$767K – – –
FPAS
408
Focus Partners Advisor Solutions
Missouri
$765K -$37.7K -1,801 -5%
SA
409
Sanctuary Advisors
Indiana
$759K +$111K +5,306 +16%
MML Investors Services
410
MML Investors Services
Massachusetts
$753K -$258K -12,301 -25%
FLPIM
411
F.L. Putnam Investment Management
Massachusetts
$748K +$484K +23,116 +163%
CRC
412
Curi RMB Capital
Illinois
$744K +$13.3K +634 +2%
FSA
413
Fort Sheridan Advisors
Illinois
$742K – – –
TCOT
414
Trust Company of Toledo
Ohio
$740K +$419 +20 +0.1%
AGWCA
415
Annis Gardner Whiting Capital Advisors
Florida
$740K +$17.5K +836 +2%
PWS
416
Proactive Wealth Strategies
Georgia
$737K +$389K +18,563 +102%
I
417
INVST
Indiana
$736K +$769K +36,712 New
JPWM
418
Jamison Private Wealth Management
Georgia
$726K -$11.4K -544 -1%
ECM
419
Everence Capital Management
Indiana
$725K – – –
CCM
420
Coldstream Capital Management
Washington
$722K +$120K +5,716 +19%
1SB
421
1ST Source Bank
Indiana
$711K -$10.5K -500 -1%
AWM
422
Avior Wealth Management
Nebraska
$703K +$60.9K +2,905 +9%
IWC
423
Integrated Wealth Concepts
Massachusetts
$699K +$220K +10,494 +43%
MF
424
Magnetar Financial
Illinois
$696K +$752K +35,900 New
SCB
425
Saudi Central Bank
Saudi Arabia
$683K +$714K +34,070 New