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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1176
Integrated Wealth Concepts
Massachusetts
$622K +$21.3K +192 +4%
SIG
1177
Sky Investment Group
Connecticut
$621K
EWA
1178
Exencial Wealth Advisors
Oklahoma
$619K
APP
1179
Avantax Planning Partners
Iowa
$616K +$254K +2,290 +77%
CG
1180
Cynosure Group
Utah
$616K +$597K +5,386 New
BDF
1181
Balasa Dinverno & Foltz
$615K +$7.76K +70 +1%
AA
1182
Apriem Advisors
California
$611K -$49.9K -450 -8%
PCM
1183
Palisade Capital Management
New Jersey
$611K +$277K +2,500 +88%
WTC
1184
WhitTier Trust Company
Nevada
$608K -$4.99K -45 -0.8%
1WA
1185
180 Wealth Advisors
Washington
$606K +$93.3K +842 +18%
ST
1186
Spinnaker Trust
Maine
$600K +$101K +910 +21%
WP
1187
WMS Partners
Maryland
$597K +$120K +1,087 +26%
Fayez Sarofim & Co
1188
Fayez Sarofim & Co
Texas
$594K +$39.9K +360 +7%
BOS
1189
Bingham Osborn & Scarborough
California
$592K +$62.4K +563 +12%
RIA
1190
Realta Investment Advisors
Delaware
$589K +$173K +1,558 +44%
JFA
1191
Johanson Financial Advisors
California
$587K -$46.4K -419 -8%
HCM
1192
Howland Capital Management
Massachusetts
$586K
BCM
1193
Bayesian Capital Management
New York
$584K +$565K +5,100 New
CCIA
1194
Campbell & Co Investment Adviser
Maryland
$583K +$152K +1,367 +37%
CWS
1195
Cypress Wealth Services
California
$582K -$40.5K -365 -7%
CCFCSB
1196
Cape Cod Five Cents Savings Bank
Massachusetts
$578K
WPW
1197
Waldron Private Wealth
Pennsylvania
$577K -$127K -1,144 -18%
ATPW
1198
Ashton Thomas Private Wealth
Arizona
$573K +$169K +1,523 +44%
MFG
1199
Magnus Financial Group
New York
$573K +$19.4K +175 +4%
GIA
1200
Gladstone Institutional Advisory
Florida
$573K +$294K +2,653 +113%