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Name Holding Trade Value Shares
Change
Change in
Stake
SteelPeak Wealth
501
SteelPeak Wealth
California
$613K +$282K +8,250 +94%
Everett Harris & Co
502
Everett Harris & Co
California
$612K – – –
People's United Financial
503
People's United Financial
Connecticut
$599K +$32K +938 +6%
AIC
504
Ameritas Investment Company
Nebraska
$599K +$569K +16,643 New
Old National Bancorp
505
Old National Bancorp
Indiana
$591K -$394K -11,527 -41%
Brighton Jones LLC
506
Brighton Jones LLC
Washington
$587K +$5.26K +154 +1%
SJIM
507
St. Johns Investment Management
Florida
$579K -$24.5K -718 -4%
Cetera Advisors
508
Cetera Advisors
Colorado
$568K +$146K +4,268 +37%
CCP
509
Corient Capital Partners
California
$566K +$106K +3,113 +25%
LOAMS
510
Lombard Odier Asset Management (Switzerland)
Switzerland
$565K +$39.6K +1,160 +8%
PI
511
Pettee Investors
Connecticut
$558K – – –
SMH
512
Sanders Morris Harris
Texas
$557K – – –
ACM
513
AlphaStar Capital Management
North Carolina
$553K +$525K +15,378 New
Park National Corp
514
Park National Corp
Ohio
$552K -$29.8K -873 -5%
CBTWT
515
Community Bank & Trust (Waco, Texas)
Texas
$548K -$9.91K -290 -2%
Perigon Wealth Management
516
Perigon Wealth Management
California
$548K -$4.24K -124 -0.8%
CCM
517
Crew Capital Management
Ohio
$547K +$519K +15,200 New
Jefferies Group
518
Jefferies Group
New York
$541K +$1.23K +36 +0.2%
ACA
519
Atlas Capital Advisors
Wyoming
$539K -$236K -6,921 -32%
VCG
520
Vantage Consulting Group
Virginia
$538K +$125K +3,657 +32%
Independent Advisor Alliance
521
Independent Advisor Alliance
North Carolina
$533K -$68.2K -1,997 -12%
Park Avenue Securities
522
Park Avenue Securities
New York
$533K +$57.3K +1,676 +13%
Synovus Financial
523
Synovus Financial
Georgia
$532K -$35.5K -1,039 -7%
OQS
524
Occudo Quantitative Strategies
Florida
$527K +$500K +14,633 New
PCS
525
Personal CFO Solutions
New Jersey
$526K +$78K +2,284 +19%