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Name Holding Trade Value Shares
Change
Change in
Stake
BHC
601
Bull Harbor Capital
Maryland
$723K +$30.3K +52 +4%
CAM
602
Cresset Asset Management
Illinois
$723K +$193K +331 +34%
PCM
603
Prelude Capital Management
New York
$720K +$750K +1,286 New
QPBE
604
Quintet Private Bank (Europe)
Luxembourg
$720K – – –
BC
605
Bridgefront Capital
Texas
$715K +$348K +596 +88%
TSW
606
Three Seasons Wealth
Utah
$711K -$272K -467 -27%
AC
607
AlphaCore Capital
California
$707K +$736K +1,262 New
IP
608
Intellectus Partners
California
$706K -$121K -208 -14%
CC
609
Centiva Capital
New York
$703K +$384K +658 +110%
GI
610
GAMMA Investing
California
$702K +$107K +183 +17%
SB
611
SIG Brokerage
New York
$702K +$732K +1,254 New
PCS
612
Personal CFO Solutions
New Jersey
$693K -$295K -506 -29%
FFG
613
Fortune Financial Group
Florida
$693K -$2.33K -4 -0.3%
AF
614
Aviso Financial
Ontario, Canada
$691K -$64.8K -111 -8%
GC
615
Guggenheim Capital
Illinois
$691K +$186K +318 +35%
CAM
616
Cypress Asset Management
Texas
$690K – – –
PCA
617
Pallas Capital Advisors
Massachusetts
$689K -$161K -276 -18%
RCM
618
RB Capital Management
Nevada
$685K -$51.3K -88 -7%
S
619
SignatureFD
Georgia
$682K – – –
HCA
620
Hardworking Capital Advisors
California
$675K -$8.75K -15 -1%
ASN
621
Advisory Services Network
Georgia
$674K +$139K +239 +25%
VWM
622
Valley Wealth Managers
New Jersey
$673K +$42K +72 +6%
AAM
623
Alken Asset Management
United Kingdom
$670K +$58.3K +100 +9%
TG
624
TCW Group
California
$670K +$12.3K +21 +2%
OAM
625
Oxford Asset Management
United Kingdom
$663K +$691K +1,184 New