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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
526
Dynamic Advisor Solutions
Arizona
$861K -$274 -6 -0%
CW
527
CreativeOne Wealth
Kansas
$860K +$133K +2,900 +20%
TWD
528
True Wealth Design
Ohio
$857K +$67K +1,465 +9%
SA
529
SRN Advisors
Pennsylvania
$856K -$16.2K -354 -2%
CCIA
530
Campbell & Co Investment Adviser
Maryland
$841K -$908K -19,874 -54%
TAM
531
Tocqueville Asset Management
New York
$840K -$4.16K -91 -0.5%
EHC
532
Everett Harris & Co
California
$839K
BBHC
533
Brown Brothers Harriman & Co
New York
$827K +$9.28K +203 +1%
QCG
534
Quadrant Capital Group
Ohio
$822K +$17.6K +386 +2%
CFB
535
Cullen/Frost Bankers
Texas
$810K -$7.04K -154 -0.9%
HC
536
HNP Capital
New York
$809K -$8.04K -176 -1%
AC
537
AXQ Capital
New Jersey
$809K +$749K +16,390 New
FHB
538
First Hawaiian Bank
Hawaii
$805K +$179K +3,924 +32%
WJWM
539
Williams Jones Wealth Management
New York
$803K -$777 -17 -0.1%
OC
540
Oppenheimer & Co
New York
$803K +$249K +5,453 +50%
MWM
541
Moran Wealth Management
Florida
$801K -$6.17M -135,055 -89%
CCM
542
Crew Capital Management
Ohio
$801K
SA
543
Syntax Advisors
New York
$801K -$18.3K -401 -2%
VCG
544
Vantage Consulting Group
Virginia
$801K -$18.3K -401 -2%
OWA
545
Octavia Wealth Advisors
Ohio
$800K +$549 +12 +0.1%
GSEP
546
Golden State Equity Partners
California
$798K +$739K +16,171 New
UCFA
547
United Capital Financial Advisors
Texas
$794K +$41.1K +900 +6%
WAG
548
Windsor Advisory Group
Ohio
$790K -$1.37K -30 -0.2%
MSAM
549
Moloney Securities Asset Management
Missouri
$781K -$30.7K -671 -4%
CAM
550
Cresset Asset Management
Illinois
$777K +$51.4K +1,124 +8%