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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
401
Lyell Wealth Management
California
$880K
CF
402
Centaurus Financial
California
$870K +$133K +560 +17%
BAAM
403
Baker Avenue Asset Management
California
$868K -$2.38K -10 -0.3%
M&T Bank
404
M&T Bank
New York
$843K -$9.77K -41 -1%
KPCM
405
Kings Point Capital Management
New York
$830K +$48.4K +203 +6%
TFS
406
Thoroughbred Financial Services
Tennessee
$828K -$88.9K -373 -9%
LNWWM
407
Laird Norton Wetherby Wealth Management
California
$820K -$8.1K -34 -0.9%
CAN
408
Cetera Advisor Networks
California
$809K -$105K -441 -11%
BCM
409
Bayesian Capital Management
New York
$807K +$858K +3,600 New
HPC
410
HM Payson & Co
Maine
$798K +$48.4K +203 +6%
CG
411
Caprock Group
Idaho
$788K -$41.7K -175 -5%
SIC
412
Salem Investment Counselors
North Carolina
$788K +$51.2K +215 +7%
QT
413
Quantamental Technologies
New York
$779K +$515K +2,161 +165%
SW
414
SteelPeak Wealth
California
$778K -$314K -1,320 -28%
WPW
415
Waldron Private Wealth
Pennsylvania
$777K +$1.91K +8 +0.2%
LOAME
416
Lombard Odier Asset Management (Europe)
United Kingdom
$769K +$817K +3,429 New
CAM
417
Cresset Asset Management
Illinois
$764K -$334K -1,401 -29%
TCM
418
Twin Capital Management
Pennsylvania
$763K -$76K -319 -9%
SWP
419
Stratos Wealth Partners
Ohio
$750K -$31K -130 -4%
SC
420
Sonen Capital
California
$740K +$786K +3,299 New
NFG
421
Next Financial Group
Texas
$734K +$101K +423 +15%
IA
422
IFP Advisors
Florida
$733K +$3.57K +15 +0.5%
SLI
423
Sumitomo Life Insurance
Japan
$729K -$12.4K -52 -2%
CWM
424
CIBC World Markets
New York
$724K -$578K -2,425 -43%
AIP
425
Ameritas Investment Partners
Nebraska
$723K +$42.4K +178 +6%