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Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Avestar Capital
New York
$154K +$140K +29,000 New
CAM
227
Cresset Asset Management
Illinois
$149K +$2.4K +498 +2%
CW
228
CreativeOne Wealth
Kansas
$149K +$79.1K +16,399 +142%
1WA
229
180 Wealth Advisors
Washington
$149K +$120K +24,790 New
BAM
230
Bellevue Asset Management
Washington
$144K
IAIM
231
International Assets Investment Management
Florida
$142K -$105K -21,822 -45%
WFI
232
West Family Investments
California
$139K +$126K +26,055 New
DC
233
DeDora Capital
California
$137K -$4.08K -846 -3%
ICG
234
InterOcean Capital Group
Tennessee
$135K +$9.65K +2,000 +9%
BIP
235
Brandes Investment Partners
California
$134K -$4.4M -911,252 -97%
IWC
236
Integrated Wealth Concepts
Massachusetts
$134K -$14.9K -3,089 -11%
GT
237
Glenmede Trust
Pennsylvania
$132K +$33.4K +6,913 +38%
AIA
238
AIMZ Investment Advisors
California
$129K
CG
239
Caprock Group
Idaho
$128K +$52.2K +10,816 +81%
ER
240
Enlightenment Research
Florida
$127K +$115K +23,900 New
RJT
241
Raymond James Trust
Florida
$125K -$4.9K -1,015 -4%
EDRH
242
Edmond de Rothschild Holding
Switzerland
$125K
NAS
243
Nicolet Advisory Services
Wisconsin
$124K
HI
244
Harbour Investments
Wisconsin
$123K +$7.8K +1,617 +8%
CCP
245
Corient Capital Partners
California
$123K +$52.3K +10,836 +88%
HSBC Holdings
246
HSBC Holdings
United Kingdom
$121K -$425K -87,985 -80%
UR
247
USCA RIA
Texas
$118K +$2.41K +500 +2%
BG
248
Bahl & Gaynor
Ohio
$117K
CGL
249
Clarius Group LLC
Washington
$117K +$4.67K +968 +5%
SC
250
Scotia Capital
Ontario, Canada
$116K -$32.3K -6,687 -23%