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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1276
HCR Wealth Advisors
California
$534K +$205K +450 +67%
IC
1277
Inscription Capital
Texas
$531K +$6.84K +15 +1%
OCBCO
1278
Oversea-Chinese Banking Corp (OCBC)
Singapore
$530K +$114K +250 +29%
CIS
1279
Custom Index Systems
New York
$529K +$506K +1,109 New
CPG
1280
Cornerstone Planning Group
New Jersey
$526K +$1.82K +4 +0.4%
DWAM
1281
Duncan Williams Asset Management
Tennessee
$525K +$36.5K +80 +8%
PWAM
1282
Pinnacle West Asset Management
Wyoming
$525K +$4.56K +10 +0.9%
SWA
1283
Sax Wealth Advisors
New Jersey
$524K -$5.02K -11 -1%
MAWA
1284
Moss Adams Wealth Advisors
Washington
$524K +$77.1K +169 +18%
RFS
1285
Richardson Financial Services
Massachusetts
$519K +$2.28K +5 +0.4%
TW
1286
Traveka Wealth
California
$515K +$20.1K +44 +4%
NG
1287
NatWest Group
United Kingdom
$515K -$1.36M -2,988 -73%
QC
1288
Quent Capital
New York
$514K -$14.6K -32 -3%
S
1289
Sachetta
Massachusetts
$511K -$1.82K -4 -0.4%
WC
1290
Waterloo Capital
Texas
$508K +$71.6K +157 +17%
QT
1291
Quantbot Technologies
New York
$507K +$485K +1,064 New
MHR
1292
Matthew Hamilton Rosenberg
$506K +$22.4K +49 +5%
MWM
1293
Modera Wealth Management
New Jersey
$505K -$161K -353 -25%
SIS
1294
Strategic Investment Solutions
Illinois
$504K – – –
HB
1295
HTLF Bank
Colorado
$501K – – –
CIA
1296
Capital Investment Advisors
Georgia
$500K +$30.1K +66 +7%
QL
1297
Quarry LP
New York
$496K +$475K +1,041 New
IFWM
1298
Institute for Wealth Management
Colorado
$496K -$17.8K -39 -4%
SCI
1299
Silver Coast Investments
United States
$495K -$34.2K -75 -7%
NL
1300
NWAM LLC
Washington
$495K +$473K +1,037 New
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