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Name Holding Trade Value Shares
Change
Change in
Stake
TPW
526
Transatlantique Private Wealth
New York
$635K +$38.3K +450 +6%
FFA
527
First Foundation Advisors
California
$632K +$5.02K +59 +0.8%
HI
528
Horizon Investments
North Carolina
$629K +$11.9K +140 +2%
FPAS
529
Focus Partners Advisor Solutions
Missouri
$628K +$628K +7,389 New
SB
530
Strategic Blueprint
Georgia
$621K -$8.25K -97 -1%
BOPW
531
Brandywine Oak Private Wealth
Pennsylvania
$608K -$20.9K -246 -3%
HIM
532
Hillsdale Investment Management
Ontario, Canada
$608K +$68K +800 +13%
CA
533
Claris Advisors
Missouri
$604K – – –
WPC
534
Wedmont Private Capital
Pennsylvania
$601K +$102K +1,204 +21%
MWM
535
Merriman Wealth Management
Washington
$586K +$2.55K +30 +0.4%
WS
536
Wedbush Securities
California
$584K -$112K -1,321 -16%
DT
537
Diversified Trust
Tennessee
$581K +$581K +6,832 New
RP
538
Riverwater Partners
Wisconsin
$579K -$8.5K -100 -1%
WTC
539
WhitTier Trust Company
Nevada
$577K -$80.7K -949 -12%
TCA
540
Troluce Capital Advisors
Puerto Rico
$572K +$572K +6,732 New
CWA
541
Carolina Wealth Advisors
South Carolina
$572K +$572K +6,729 New
DCM
542
Driehaus Capital Management
Illinois
$569K – – –
MAS
543
Meeder Advisory Services
Ohio
$568K -$232K -2,724 -29%
MWM
544
Meridian Wealth Management
Kentucky
$567K +$286K +3,361 +102%
HFM
545
Harvest Fund Management
China
$564K +$222K +2,615 +65%
SC
546
Savant Capital
Illinois
$539K +$17.4K +205 +3%
DA
547
Denali Advisors
California
$536K -$119K -1,400 -18%
LNWTC
548
Laird Norton Wetherby Trust Company
Washington
$530K – – –
WG
549
Winton Group
United Kingdom
$528K -$11.4M -134,394 -96%
Lido Advisors
550
Lido Advisors
California
$527K +$46.9K +551 +10%