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Name Holding Trade Value Shares
Change
Change in
Stake
SA
451
SRN Advisors
Pennsylvania
$969K +$27.3K +52 +3%
LWM
452
Liberty Wealth Management
California
$966K
SCM
453
Stevens Capital Management
Pennsylvania
$963K +$986K +1,877 New
BWM
454
Buckley Wealth Management
Nevada
$949K +$23.6K +45 +2%
KWA
455
Kingswood Wealth Advisors
California
$931K +$953K +1,814 New
PRC
456
Pearl River Capital
Michigan
$926K +$948K +1,805 New
MFG
457
Merit Financial Group
Georgia
$907K -$32.6K -62 -3%
LNWWM
458
Laird Norton Wetherby Wealth Management
California
$900K +$16.3K +31 +2%
VI
459
Vestcor Inc
New Brunswick, Canada
$880K -$95.1K -181 -10%
AIMCA
460
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$872K
GC
461
Guggenheim Capital
Illinois
$870K -$760K -1,446 -46%
KeyBank National Association
462
KeyBank National Association
Ohio
$867K +$180K +342 +25%
William Blair & Company
463
William Blair & Company
Illinois
$866K +$7.88K +15 +0.9%
RCM
464
RB Capital Management
Nevada
$858K -$4.2K -8 -0.5%
ASN
465
Advisory Services Network
Georgia
$850K +$525 +1 +0.1%
BP
466
Ballentine Partners
Massachusetts
$840K +$9.98K +19 +1%
WMA
467
Wealth Management Associates
New Jersey
$838K +$68.8K +131 +9%
CI
468
Capital International
California
$835K
PA
469
Paragon Advisors
Texas
$834K +$118K +225 +16%
LTAS
470
Linden Thomas Advisory Services
North Carolina
$832K +$852K +1,621 New
BPA
471
Beacon Pointe Advisors
California
$827K +$342K +650 +68%
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$827K +$50.4K +96 +6%
Capstone Investment Advisors
473
Capstone Investment Advisors
New York
$811K +$706K +1,343 +567%
DT
474
Diversified Trust
Tennessee
$810K -$5.78K -11 -0.7%
PWM
475
Palumbo Wealth Management
New York
$808K +$248K +472 +43%