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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
376
Perigon Wealth Management
California
$599K -$36.1K -346 -6%
Prudential Financial
377
Prudential Financial
New Jersey
$598K -$24.2K -232 -4%
NWM
378
Nauset Wealth Management
Connecticut
$593K -$90.7K -870 -15%
GAM
379
Gotham Asset Management
New York
$593K +$517K +4,955 New
EDRH
380
Edmond de Rothschild Holding
Switzerland
$588K +$195K +1,874 +62%
TWC
381
TD Waterhouse Canada
Ontario, Canada
$584K +$49.1K +471 +12%
AIG
382
American International Group
New York
$580K +$6.67K +64 +1%
MGIA
383
Moneta Group Investment Advisors
Missouri
$572K +$17.8K +171 +4%
LFAS
384
Level Four Advisory Services
Texas
$564K +$491K +4,713 New
NL
385
NWAM LLC
Washington
$561K -$23.9K -229 -5%
BRWA
386
B. Riley Wealth Advisors
Florida
$555K +$81.2K +779 +20%
IB
387
Intrust Bank
Kansas
$549K +$38.2K +366 +9%
IFWM
388
Institute for Wealth Management
Colorado
$531K +$230K +2,205 +99%
JM
389
Jeneq Management
New York
$527K +$459K +4,400 New
KWM
390
Kingsview Wealth Management
Oregon
$516K +$133K +1,274 +42%
ACM
391
Aquatic Capital Management
Illinois
$515K +$448K +4,300 New
CIA
392
Capital Impact Advisors
Massachusetts
$511K +$446K +4,273 New
MWC
393
MBM Wealth Consultants
Missouri
$507K +$441K +4,234 New
ALAM
394
Asahi Life Asset Management
Japan
$499K +$170K +1,630 +64%
IRF
395
IBM Retirement Fund
New York
$495K -$17.2K -165 -4%
SFG
396
Synergy Financial Group
California
$494K +$73.4K +704 +21%
PWP
397
Pursue Wealth Partners
California
$488K +$453K +4,340 New
MIM
398
Moseley Investment Management
Florida
$486K -$67.8K -650 -14%
ARG
399
Advisory Resource Group
Oklahoma
$485K +$31.3K +300 +8%
Janney Montgomery Scott
400
Janney Montgomery Scott
Pennsylvania
$480K -$400K -3,840 -49%