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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
201
Independent Solutions Wealth Management
New York
$760K +$79.1K +687 +9%
CRC
202
Curi RMB Capital
Illinois
$757K +$996K +8,650 New
SAM
203
Shell Asset Management
Netherlands
$728K -$6.56K -57 -0.7%
IIA
204
IPG Investment Advisors
California
$725K -$63.3K -550 -6%
UCFA
205
United Capital Financial Advisors
Texas
$710K -$27.3K -237 -3%
PAM
206
Panagora Asset Management
Massachusetts
$708K +$902K +7,837 +3,085%
KFP
207
KMG Fiduciary Partners
Ohio
$667K +$181K +1,571 +26%
PIA
208
Piedmont Investment Advisors
North Carolina
$664K +$130K +1,127 +17%
CA
209
Cetera Advisors
Colorado
$656K +$372K +3,235 +76%
PIM
210
Platinum Investment Management
Australia
$647K
FCBT
211
First Citizens Bank & Trust
North Carolina
$645K +$848K +7,368 New
KeyBank National Association
212
KeyBank National Association
Ohio
$625K -$333K -2,895 -29%
VWA
213
V Wealth Advisors
Kansas
$619K +$813K +7,066 New
BJL
214
Brighton Jones LLC
Washington
$590K -$66.4K -577 -8%
WBC
215
Westpac Banking Corp
Australia
$583K
DT
216
Diversified Trust
Tennessee
$564K -$21.6K -188 -3%
VIA
217
Vident Investment Advisory
Georgia
$562K -$73.3K -637 -9%
CAAS
218
Capital Asset Advisory Services
Michigan
$562K +$62.5K +543 +13%
AFC
219
AFT Forsyth & Company
Florida
$559K +$88.6K +770 +14%
KLCM
220
KG&L Capital Management
Louisiana
$559K +$736K +6,391 New
DILIC
221
Dai-ichi Life Insurance Company
Japan
$547K
SBIA
222
Sheaff Brock Investment Advisors
Indiana
$543K +$145K +1,260 +25%
CWA
223
Clarus Wealth Advisors
Arizona
$539K +$762K +6,616 New
FC
224
FORA Capital
Florida
$536K +$706K +6,129 New
MML Investors Services
225
MML Investors Services
Massachusetts
$529K -$413K -3,588 -37%