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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
551
Dakota Wealth Management
Florida
$804K +$118 +1 +0%
CPBTD
552
Central Pacific Bank - Trust Division
Hawaii
$797K -$53.1K -450 -6%
MOS
553
MGO One Seven
Ohio
$788K +$15.1K +128 +2%
CCA
554
Checchi Capital Advisers
California
$784K +$25.1K +213 +3%
IWC
555
Integrated Wealth Concepts
Massachusetts
$780K +$2.24K +19 +0.3%
Envestnet Portfolio Solutions
556
Envestnet Portfolio Solutions
Illinois
$769K -$34.6K -293 -4%
BF
557
Baring Financial
Washington
$764K -$590 -5 -0.1%
CIA
558
Choate Investment Advisors
Massachusetts
$762K – – –
AF
559
Allworth Financial
California
$760K -$297K -2,513 -28%
VCM
560
Violich Capital Management
California
$757K +$283K +2,400 +62%
LSC
561
Lesa Sroufe & Co
Washington
$756K – – –
PFA
562
Pure Financial Advisors
California
$749K -$3.54K -30 -0.5%
BWA
563
Basecamp Wealth Advisors
Washington
$748K – – –
SLI
564
Sumitomo Life Insurance
Japan
$745K -$43.7K -370 -6%
FTWA
565
Fifth Third Wealth Advisors
Ohio
$732K +$26.8K +227 +4%
RH
566
RFG Holdings
Texas
$724K +$711K +6,028 New
FFA
567
First Foundation Advisors
California
$722K +$236 +2 +0%
GWM
568
Gilpin Wealth Management
Colorado
$717K -$20.8K -176 -3%
SAM
569
Sompo Asset Management
Japan
$716K -$66.1K -560 -9%
FMI
570
Frec Markets Inc
California
$716K +$246K +2,081 +54%
CFB
571
Cullen/Frost Bankers
Texas
$713K -$37.4K -317 -5%
TCOT
572
Trust Company of Toledo
Ohio
$708K +$52.8K +447 +8%
WTC
573
WhitTier Trust Company
Nevada
$701K +$3.07K +26 +0.5%
Vontobel Holding
574
Vontobel Holding
Switzerland
$699K -$111K -937 -14%
PWAM
575
Pinnacle West Asset Management
Wyoming
$699K – – –