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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
526
Triangle Securities Wealth Management
North Carolina
$986K -$28.7K -173 -3%
BRWA
527
B. Riley Wealth Advisors
Florida
$968K +$136K +821 +18%
BAC
528
Boys Arnold & Co
North Carolina
$959K +$905K +5,450 New
TC
529
Telemus Capital
Michigan
$945K +$12.5K +75 +1%
BWP
530
BSW Wealth Partners
Colorado
$944K +$2.16K +13 +0.2%
PAG
531
Private Advisor Group
New Jersey
$921K -$148K -890 -15%
AI
532
Atria Investments
North Carolina
$917K +$322K +1,940 +59%
PAA
533
Peregrine Asset Advisers
Oregon
$905K +$854K +5,142 New
AF
534
Advisornet Financial
Minnesota
$888K +$3.99K +24 +0.5%
SBH
535
Segall Bryant & Hamill
Illinois
$884K -$55.3K -333 -6%
BIM
536
Baldwin Investment Management
Pennsylvania
$884K -$16.6K -100 -2%
MYLI
537
Meiji Yasuda Life Insurance
Japan
$875K +$147K +886 +22%
DC
538
Davenport & Co
Virginia
$871K -$172K -1,038 -17%
CIBC World Market
539
CIBC World Market
Ontario, Canada
$855K +$75.4K +454 +10%
FMC
540
First Merchants Corp
Indiana
$849K -$49.8K -300 -6%
ECM
541
Estabrook Capital Management
New York
$823K -$16.6K -100 -2%
CCMG
542
Clark Capital Management Group
Pennsylvania
$821K -$63.8K -384 -8%
DC
543
DeDora Capital
California
$819K +$774K +4,657 New
CRC
544
Curi RMB Capital
Illinois
$804K +$27.9K +168 +4%
OBGC
545
O'Brien Greene & Co
Pennsylvania
$792K -$108K -650 -13%
Citadel Advisors
546
Citadel Advisors
Florida
$791K -$11.3M -67,955 -94%
SW
547
SVB Wealth
Massachusetts
$788K -$556K -3,346 -43%
GH
548
GAM Holding
Switzerland
$787K -$1.63M -9,803 -69%
Rockefeller Capital Management
549
Rockefeller Capital Management
New York
$783K -$102K -615 -12%
IFS
550
Ifrah Financial Services
Arkansas
$778K -$11.1K -67 -1%