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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
476
Keebeck Wealth Management
Illinois
$643K -$12.1K -610 -2%
SRC
477
Shufro Rose & Co
New York
$629K -$4.94K -250 -0.8%
CAM
478
Cresset Asset Management
Illinois
$613K +$16.4K +830 +3%
RWA
479
Ropes Wealth Advisors
Massachusetts
$609K -$325K -16,450 -34%
CAM
480
Cypress Asset Management
Texas
$605K -$692K -35,040 -53%
D.E. Shaw & Co
481
D.E. Shaw & Co
New York
$599K +$136K +6,870 +29%
WA
482
WESPAC Advisors
California
$597K +$137K +6,930 +29%
BS
483
Bessemer Securities
New York
$592K
BA
484
Bristlecone Advisors
Washington
$590K +$14.2K +720 +2%
IFG
485
Independent Financial Group
California
$585K
GC
486
Grimes & Company
Massachusetts
$568K -$2.71M -137,170 -82%
CAN
487
Cetera Advisor Networks
California
$564K +$200K +10,100 +53%
MOS
488
MGO One Seven
Ohio
$563K +$4.74K +240 +0.8%
JIC
489
Johnson Investment Counsel
Ohio
$563K +$7.71K +390 +1%
OC
490
Oppenheimer & Co
New York
$557K -$22.3K -1,130 -4%
TCM
491
Tuttle Capital Management
Connecticut
$549K +$560K +28,340 New
PCM
492
Penserra Capital Management
California
$542K -$7.1M -359,410 -93%
JWA
493
JFS Wealth Advisors
Pennsylvania
$542K
RA
494
Rational Advisors
New York
$541K -$22.5K -1,140 -4%
UAS
495
United Asset Strategies
New York
$539K -$26.1K -1,320 -5%
PWMAG
496
Pinnacle Wealth Management Advisory Group
New Jersey
$529K -$20.8K -1,050 -4%
SFA
497
Souders Financial Advisors
Ohio
$516K +$456K +23,050 New
HIS
498
Harvest Investment Services
Illinois
$513K +$593 +30 +0.1%
SWP
499
Stratos Wealth Partners
Ohio
$505K +$10.9K +550 +2%
SAM
500
Strategy Asset Managers
California
$492K +$19.8K +1,000 +4%