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Name Holding Trade Value Shares
Change
Change in
Stake
SW
501
SteelPeak Wealth
California
$232K -$922K -5,723 -81%
DWM
502
Dynasty Wealth Management
Florida
$227K -$33.4K -207 -14%
CWM
503
Circle Wealth Management
New Jersey
$226K +$211K +1,312 New
SC
504
Syon Capital
California
$225K -$48.7K -302 -19%
PFGIA
505
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$208K +1,291 New
DC
506
DeDora Capital
California
$222K +$207K +1,287 New
BMCM
507
Bryn Mawr Capital Management
Pennsylvania
$215K +$201K +1,249 New
BWM
508
Baron Wealth Management
Michigan
$214K +$200K +1,243 New
CIBC Private Wealth Group
509
CIBC Private Wealth Group
Georgia
$213K +$1.45K +9 +0.7%
MC
510
Moors & Cabot
Massachusetts
$211K +$197K +1,224 New
Focus Partners Wealth
511
Focus Partners Wealth
Massachusetts
$210K +$196K +1,219 New
GWMR
512
GC Wealth Management RIA
Massachusetts
$209K +$195K +1,211 New
UCFA
513
United Capital Financial Advisors
Texas
$206K -$48.3K -300 -20%
PA
514
Pinnacle Associates
New York
$206K +$193K +1,195 New
HH
515
Hilltop Holdings
Texas
$205K +$192K +1,189 New
MWM
516
Modera Wealth Management
New Jersey
$204K +$190K +1,181 New
DCM
517
Delta Capital Management
New Jersey
$202K +$189K +1,170 New
MOS
518
MGO One Seven
Ohio
$202K -$30.8K -191 -14%
AV
519
ASR Vermogensbeheer
Netherlands
$199K -$1.13K -7 -0.6%
AIP
520
Ameritas Investment Partners
Nebraska
$198K
PA
521
Parallel Advisors
California
$193K +$4.35K +27 +2%
TFIPS
522
Towarzystwo Funduszy Inwestycyjnych PZU SA
$186K +$27.4K +170 +19%
SFCL
523
Strengthening Families & Communities LLC
Massachusetts
$181K -$16.4K -102 -9%
EAM
524
Erste Asset Management
Austria
$169K +$161K +1,000 New
GWM
525
Gitterman Wealth Management
New Jersey
$155K +$145K +898 New