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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
451
Westpac Banking Corp
Australia
$980K +$25.7K +49 +3%
KAS
452
Kestra Advisory Services
Texas
$974K +$360K +685 +56%
SA
453
SRN Advisors
Pennsylvania
$969K +$27.3K +52 +3%
LWM
454
Liberty Wealth Management
California
$966K – – –
SCM
455
Stevens Capital Management
Pennsylvania
$963K +$986K +1,877 New
BWM
456
Buckley Wealth Management
Nevada
$949K +$23.6K +45 +2%
KWA
457
Kingswood Wealth Advisors
California
$931K +$953K +1,814 New
PRC
458
Pearl River Capital
Michigan
$926K +$948K +1,805 New
MFG
459
Merit Financial Group
Georgia
$907K -$32.6K -62 -3%
LNWWM
460
Laird Norton Wetherby Wealth Management
California
$900K +$16.3K +31 +2%
VI
461
Vestcor Inc
New Brunswick, Canada
$880K -$95.1K -181 -10%
AIMCA
462
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$872K – – –
GC
463
Guggenheim Capital
Illinois
$870K -$760K -1,446 -46%
KeyBank National Association
464
KeyBank National Association
Ohio
$867K +$180K +342 +25%
William Blair & Company
465
William Blair & Company
Illinois
$866K +$7.88K +15 +0.9%
RCM
466
RB Capital Management
Nevada
$858K -$4.2K -8 -0.5%
ASN
467
Advisory Services Network
Georgia
$850K +$525 +1 +0.1%
BP
468
Ballentine Partners
Massachusetts
$840K +$9.98K +19 +1%
WMA
469
Wealth Management Associates
New Jersey
$838K +$68.8K +131 +9%
CI
470
Capital International
California
$835K – – –
PA
471
Paragon Advisors
Texas
$834K +$118K +225 +16%
LTAS
472
Linden Thomas Advisory Services
North Carolina
$832K +$852K +1,621 New
BPA
473
Beacon Pointe Advisors
California
$827K +$342K +650 +68%
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$827K +$50.4K +96 +6%
Capstone Investment Advisors
475
Capstone Investment Advisors
New York
$811K +$706K +1,343 +567%