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Name Holding Trade Value Shares
Change
Change in
Stake
MCC
601
Malaga Cove Capital
California
$475K +$169K +1,724 +56%
IWC
602
Integrated Wealth Concepts
Massachusetts
$475K +$1.08K +11 +0.2%
NP
603
NorthRock Partners
Minnesota
$471K +$21.2K +217 +5%
BBHC
604
Brown Brothers Harriman & Co
New York
$470K
CAM
605
Close Asset Management
United Kingdom
$467K
HAIM
606
Hunter Associates Investment Management
Pennsylvania
$466K
JCM
607
Jacobi Capital Management
Pennsylvania
$465K +$61.5K +629 +15%
BIG
608
Brooklyn Investment Group
New York
$451K +$43.7K +447 +11%
BWP
609
BSW Wealth Partners
Colorado
$449K +$78.9K +807 +22%
JCIA
610
Jackson Creek Investment Advisors
Colorado
$448K -$474K -4,852 -52%
CL
611
CSS LLC
Illinois
$446K +$48.9K +500 +12%
FTWA
612
Fifth Third Wealth Advisors
Ohio
$438K -$9.78K -100 -2%
PA
613
PFG Advisors
Arizona
$435K +$15K +153 +4%
BBNB
614
Baker Boyer National Bank
Washington
$435K -$32.8K -335 -7%
SBIA
615
Sheaff Brock Investment Advisors
Indiana
$434K -$39.1K -400 -8%
KPWS
616
Kestra Private Wealth Services
Texas
$429K -$8.51K -87 -2%
FHA
617
Flagship Harbor Advisors
Massachusetts
$424K +$202K +2,061 +92%
LSAG
618
Lake Street Advisors Group
New Hampshire
$423K -$18.1K -185 -4%
GWM
619
GDS Wealth Management
Texas
$421K -$29.2K -299 -7%
AEPWM
620
Atlantic Edge Private Wealth Management
Florida
$419K +$9.78K +100 +2%
SWA
621
Stratos Wealth Advisors
Ohio
$419K +$15.2K +155 +4%
WIA
622
World Investment Advisors
California
$419K +$415K +4,244 New
TWC
623
TD Waterhouse Canada
Ontario, Canada
$417K -$144K -1,469 -26%
IFG
624
Independent Financial Group
California
$416K -$18.3K -187 -4%
CP
625
Capital Planning
Washington
$413K +$1.47K +15 +0.4%