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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
526
One Capital Management
California
$895K +$858K +3,111 New
CP
527
Cumberland Partners
Ontario, Canada
$892K +$855K +3,100 New
AWE
528
Avidian Wealth Enterprises
Texas
$891K +$84.7K +307 +11%
PAS
529
Park Avenue Securities
New York
$884K -$32.8K -119 -4%
AWM
530
AE Wealth Management
Kansas
$882K +$186K +675 +28%
PCM
531
Penserra Capital Management
California
$874K +$78K +283 +10%
SWM
532
Segment Wealth Management
Texas
$871K +$46.9K +170 +6%
Vontobel Holding
533
Vontobel Holding
Switzerland
$867K +$831K +3,015 New
SIAP
534
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$856K – – –
FLI
535
Family Legacy Inc
South Carolina
$852K +$21.2K +77 +3%
HIC
536
Hartline Investment Corp
Illinois
$849K +$813K +2,950 New
WA
537
Waddell & Associates
Tennessee
$844K +$283K +1,028 +54%
IAN
538
Integrated Advisors Network
Texas
$838K -$18.8K -68 -2%
N
539
Natixis
France
$836K +$801K +2,906 New
CII
540
Capital International Inc
California
$834K -$17.6K -64 -2%
William Blair & Company
541
William Blair & Company
Illinois
$830K -$44.7K -162 -5%
SWM
542
Silverlake Wealth Management
Vermont
$825K -$38.6K -140 -5%
DF
543
Donoghue Forlines
Massachusetts
$810K +$108K +393 +16%
CI
544
Conning Inc
Connecticut
$810K -$1.73M -6,289 -69%
Focus Partners Wealth
545
Focus Partners Wealth
Massachusetts
$809K +$189K +684 +32%
TC
546
TownSquare Capital
Utah
$803K +$81.1K +294 +12%
PBC
547
Pavion Blue Capital
California
$802K – – –
SWP
548
Stratos Wealth Partners
Ohio
$799K -$1.38K -5 -0.2%
EWA
549
EP Wealth Advisors
California
$790K +$129K +466 +20%
EGM
550
Engineers Gate Manager
New York
$789K -$3.4M -12,330 -82%