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Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
476
FRG Family Wealth Advisors
Washington
$659K – – –
BCV
477
Banque Cantonale Vaudoise
Switzerland
$656K +$59.3K +3,000 +10%
KWM
478
Keebeck Wealth Management
Illinois
$643K -$12.1K -610 -2%
SRC
479
Shufro Rose & Co
New York
$629K -$4.94K -250 -0.8%
CAM
480
Cresset Asset Management
Illinois
$613K +$16.4K +830 +3%
RWA
481
Ropes Wealth Advisors
Massachusetts
$609K -$325K -16,450 -34%
CAM
482
Cypress Asset Management
Texas
$605K -$692K -35,040 -53%
D.E. Shaw & Co
483
D.E. Shaw & Co
New York
$599K +$136K +6,870 +29%
WA
484
WESPAC Advisors
California
$597K +$137K +6,930 +29%
BS
485
Bessemer Securities
New York
$592K – – –
BA
486
Bristlecone Advisors
Washington
$590K +$14.2K +720 +2%
IFG
487
Independent Financial Group
California
$585K – – –
GC
488
Grimes & Company
Massachusetts
$568K -$2.71M -137,170 -82%
CAN
489
Cetera Advisor Networks
California
$564K +$200K +10,100 +53%
MOS
490
MGO One Seven
Ohio
$563K +$4.74K +240 +0.8%
JIC
491
Johnson Investment Counsel
Ohio
$563K +$7.71K +390 +1%
OC
492
Oppenheimer & Co
New York
$557K -$22.3K -1,130 -4%
TCM
493
Tuttle Capital Management
Connecticut
$549K +$560K +28,340 New
PCM
494
Penserra Capital Management
California
$542K -$7.1M -359,410 -93%
JWA
495
JFS Wealth Advisors
Pennsylvania
$542K – – –
RA
496
Rational Advisors
New York
$541K -$22.5K -1,140 -4%
UAS
497
United Asset Strategies
New York
$539K -$26.1K -1,320 -5%
PWMAG
498
Pinnacle Wealth Management Advisory Group
New Jersey
$529K -$20.8K -1,050 -4%
SFA
499
Souders Financial Advisors
Ohio
$516K +$456K +23,050 New
HIS
500
Harvest Investment Services
Illinois
$513K +$593 +30 +0.1%