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Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
Avestar Capital
New York
$364K -$394 -3 -0.1%
RG
302
Rikoon Group
New Mexico
$364K
American Century Companies
303
American Century Companies
Missouri
$362K +$356K +2,705 New
Cambridge Investment Research Advisors
304
Cambridge Investment Research Advisors
Iowa
$359K +$126K +958 +56%
SBH
305
Segall Bryant & Hamill
Illinois
$357K
MWM
306
Mission Wealth Management
California
$355K +$1.31K +10 +0.4%
MPCG
307
Matrix Private Capital Group
New York
$355K +$348K +2,648 New
FRM
308
Fox Run Management
Connecticut
$349K -$17.1K -130 -5%
PSP
309
Principal Street Partners
Tennessee
$347K +$5.39K +41 +2%
CAM
310
Carret Asset Management
New York
$342K
SRC
311
Sage Rhino Capital
California
$339K +$6.44K +49 +2%
LSAG
312
Lake Street Advisors Group
New Hampshire
$338K +$16.6K +126 +5%
HH
313
Hilltop Holdings
Texas
$337K
AWM
314
Altium Wealth Management
New York
$336K +$1.45K +11 +0.4%
RWP
315
RWA Wealth Partners
Massachusetts
$335K
CGL
316
Clarius Group LLC
Washington
$333K -$38.9K -296 -11%
V
317
Veritable
Delaware
$330K -$3.81K -29 -1%
MCC
318
Malaga Cove Capital
California
$329K -$3.55K -27 -1%
MCCP
319
Mission Creek Capital Partners
California
$326K +$319K +2,430 New
OC
320
Oppenheimer & Co
New York
$324K -$263 -2 -0.1%
KWA
321
KCS Wealth Advisory
California
$318K -$1.45K -11 -0.5%
SPIA
322
Steward Partners Investment Advisory
New York
$316K +$135K +1,025 +77%
BIMC
323
Benson Investment Management Company
Virginia
$314K
PCA
324
Personal Capital Advisors
California
$313K +$49.7K +378 +19%
PTC
325
Private Trust Company
Ohio
$313K +$308K +2,342 New