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Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
301
Charles Schwab
California
$2.65M +$1.1M +18,349 +72%
CT
302
Chicago Trust
Illinois
$2.63M -$108K -1,794 -4%
PGA
303
Portland Global Advisors
Maine
$2.63M -$64.3K -1,072 -2%
RFC
304
Regions Financial Corp
Alabama
$2.63M -$153K -2,545 -6%
ACM
305
Aquatic Capital Management
Illinois
$2.61M -$3.65M -60,800 -58%
VAS
306
Vestmark Advisory Solutions
Massachusetts
$2.57M +$230K +3,838 +10%
IWC
307
Integrated Wealth Concepts
Massachusetts
$2.55M +$218K +3,635 +9%
FHB
308
First Hawaiian Bank
Hawaii
$2.54M +$99.6K +1,660 +4%
PAG
309
Private Advisor Group
New Jersey
$2.52M -$57.8K -963 -2%
SIA
310
Schechter Investment Advisors
Michigan
$2.51M -$61.3K -1,021 -2%
AA
311
Altrafin AG
$2.51M +$2.1M +35,038 +538%
ST
312
Sentinel Trust
Texas
$2.51M
AMG
313
Advisors Management Group
Wisconsin
$2.51M -$68.6K -1,143 -3%
API
314
Advisor Partners II
California
$2.5M -$37.4K -624 -1%
HCA
315
Horan Capital Advisors
Ohio
$2.5M +$31.9K +531 +1%
FM
316
Foster & Motley
Ohio
$2.49M -$3.84K -64 -0.2%
Victory Capital Management
317
Victory Capital Management
Texas
$2.49M
SPIA
318
Steward Partners Investment Advisory
New York
$2.42M +$23.6K +394 +1%
SCA
319
Snowden Capital Advisors
New York
$2.41M +$799K +13,320 +50%
CC
320
Cannell & Co
New York
$2.38M
MC
321
Moors & Cabot
Massachusetts
$2.37M -$42.2K -704 -2%
RWM
322
Ritholtz Wealth Management
New York
$2.37M +$57.9K +964 +3%
AWM
323
AE Wealth Management
Kansas
$2.33M +$311K +5,181 +16%
DMC
324
Drexel Morgan & Co
Pennsylvania
$2.33M +$60K +1,000 +3%
MCM
325
Mill Capital Management
North Carolina
$2.32M +$140K +2,334 +6%