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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
326
ShoreHaven Wealth Partners
New Jersey
$730K
DADC
327
D.A. Davidson & Co
Montana
$725K +$166K +1,705 +32%
LA
328
Latitude Advisors
Florida
$723K
EAM
329
Eschler Asset Management
United Kingdom
$707K +$665K +6,850 New
Vanguard Personalized Indexing Management
330
Vanguard Personalized Indexing Management
California
$705K +$664K +6,833 New
TSS
331
Two Sigma Securities
New York
$693K +$652K +6,715 New
Janus Henderson Group
332
Janus Henderson Group
$681K +$641K +6,597 New
CFFP
333
Center for Financial Planning
Michigan
$677K
Lazard Asset Management
334
Lazard Asset Management
New York
$661K -$194K -2,000 -24%
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$651K +$399K +4,110 +187%
CWMU
336
Caliber Wealth Management (Utah)
Utah
$650K +$799K +8,220 New
CWM
337
Circle Wealth Management
New Jersey
$648K +$196K +2,013 +47%
HCM
338
Hilton Capital Management
New York
$644K +$607K +6,245 New
CG
339
Caprock Group
Idaho
$630K -$10.7K -110 -2%
FLI
340
Family Legacy Inc
South Carolina
$628K +$84.6K +871 +14%
IFG
341
Independent Financial Group
California
$627K +$125K +1,288 +27%
NERM
342
New England Research & Management
Illinois
$626K +$312K +3,215 +113%
CBA
343
Coastal Bridge Advisors
Connecticut
$623K +$71.5K +736 +14%
CAM
344
Cresset Asset Management
Illinois
$623K +$587K +6,038 New
CCM
345
CloudAlpha Capital Management
Hong Kong
$619K +$583K +6,000 New
HCA
346
Harbour Capital Advisors
Virginia
$618K
HH
347
Hilltop Holdings
Texas
$616K +$580K +5,971 New
OA
348
Oxbow Advisors
Texas
$615K +$579K +5,965 New
IA
349
Insight Advisors
Pennsylvania
$608K +$573K +5,894 New
USCWA
350
U.S. Capital Wealth Advisors
Texas
$607K +$212K +2,187 +59%