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Name Holding Trade Value Shares
Change
Change in
Stake
KF
401
Krilogy Financial
Missouri
$972K +$1.07M +5,964 New
WC
402
Whitney & Co
New York
$964K -$2.23M -12,421 -66%
PCA
403
Pallas Capital Advisors
Massachusetts
$947K +$1.11M +6,185 New
HIMCH
404
Hartford Investment Management Co (HIMCO)
Connecticut
$929K -$28.1K -157 -3%
BCI
405
Brinker Capital Investments
Pennsylvania
$925K -$32.4K -181 -3%
AWM
406
Arista Wealth Management
Nevada
$920K +$1.08M +6,009 New
OC
407
Oppenheimer & Co
New York
$894K +$63.6K +355 +6%
MYIA
408
Mount Yale Investment Advisors
Colorado
$894K +$1.05M +5,838 New
WIA
409
World Investment Advisors
California
$872K +$52.3K +292 +5%
CS
410
Clear Street
New York
$871K -$232K -1,294 -19%
LT
411
Legacy Trust
Michigan
$851K +$171K +955 +21%
BA
412
Bridgewater Associates
Connecticut
$849K +$489K +2,730 +97%
B
413
Bellecapital
Switzerland
$846K
BS
414
Banco Santander
Spain
$837K -$395K -2,203 -29%
SA
415
Sanctuary Advisors
Indiana
$828K +$114K +637 +13%
LSERS
416
Louisiana State Employees Retirement System
Louisiana
$827K -$17.9K -100 -2%
HWM
417
HB Wealth Management
Georgia
$827K +$430K +2,397 +80%
ESC
418
Eurizon SLJ Capital
$821K -$1.06M -5,887 -51%
Allianz Asset Management
419
Allianz Asset Management
Germany
$814K -$4.35M -24,279 -82%
CRC
420
Curi RMB Capital
Illinois
$811K +$950K +5,300 New
1WA
421
180 Wealth Advisors
Washington
$805K +$144K +803 +18%
OF
422
Outfitter Financial
Maine
$801K -$1.79K -10 -0.2%
WF
423
Whelan Financial
California
$799K +$82.3K +459 +10%
NIWA
424
New Insight Wealth Advisors
California
$797K +$582K +3,246 +166%
MWM
425
Meridian Wealth Management
Kentucky
$794K -$68.5K -382 -7%