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Name Holding Trade Value Shares
Change
Change in
Stake
BJL
501
Brighton Jones LLC
Washington
$587K +$5.26K +154 +1%
SJIM
502
St. Johns Investment Management
Florida
$579K -$24.5K -718 -4%
CA
503
Cetera Advisors
Colorado
$568K +$146K +4,268 +37%
CCP
504
Corient Capital Partners
California
$566K +$106K +3,113 +25%
LOAMS
505
Lombard Odier Asset Management (Switzerland)
Switzerland
$565K +$39.6K +1,160 +8%
PI
506
Pettee Investors
Connecticut
$558K
SMH
507
Sanders Morris Harris
Texas
$557K
ACM
508
AlphaStar Capital Management
North Carolina
$553K +$525K +15,378 New
PNC
509
Park National Corp
Ohio
$552K -$29.8K -873 -5%
CBTWT
510
Community Bank & Trust (Waco, Texas)
Texas
$548K -$9.91K -290 -2%
PWM
511
Perigon Wealth Management
California
$548K -$4.24K -124 -0.8%
CCM
512
Crew Capital Management
Ohio
$547K +$519K +15,200 New
JG
513
Jefferies Group
New York
$541K +$1.23K +36 +0.2%
ACA
514
Atlas Capital Advisors
Wyoming
$539K -$236K -6,921 -32%
VCG
515
Vantage Consulting Group
Virginia
$538K +$125K +3,657 +32%
IAA
516
Independent Advisor Alliance
North Carolina
$533K -$68.2K -1,997 -12%
PAS
517
Park Avenue Securities
New York
$533K +$57.3K +1,676 +13%
SF
518
Synovus Financial
Georgia
$532K -$35.5K -1,039 -7%
OQS
519
Occudo Quantitative Strategies
Florida
$527K +$500K +14,633 New
PCS
520
Personal CFO Solutions
New Jersey
$526K +$78K +2,284 +19%
TF
521
TIAA FSB
Florida
$525K -$15.4K -452 -3%
S
522
SignatureFD
Georgia
$524K +$109K +3,176 +28%
WW
523
Waterfront Wealth
Kansas
$520K +$2.73K +80 +0.6%
LC
524
LCNB Corp
Ohio
$516K +$68.3K +2,000 +16%
RWM
525
RBA Wealth Management
California
$515K -$1.58M -46,389 -76%