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Name Holding Trade Value Shares
Change
Change in
Stake
NLP
501
Next Level Private
New York
$1.1M +$1.64K +25 +0.1%
NHC
502
Nicholas Hoffman & Company
Georgia
$1.1M -$56.4K -860 -5%
HH
503
Hilltop Holdings
Texas
$1.09M +$24.9K +379 +2%
WANY
504
Wealthspire Advisors (New York)
New York
$1.08M -$11.5K -175 -1%
CSIC
505
Clifford Swan Investment Counsel
California
$1.07M -$17.4K -265 -2%
OPCM
506
Osborne Partners Capital Management
California
$1.07M -$11.1K -169 -1%
TCM
507
Traynor Capital Management
Pennsylvania
$1.07M -$34.6K -527 -3%
BEAM
508
Baker Ellis Asset Management
Washington
$1.07M
MIH
509
Meitav Investment House
Israel
$1.06M -$766K -11,675 -42%
GFG
510
Greystone Financial Group
Michigan
$1.06M -$60.4K -920 -5%
PA
511
Profund Advisors
Maryland
$1.05M +$272K +4,143 +35%
PS
512
Principal Securities
Iowa
$1.05M +$1.05M +15,935 New
MIP
513
Marietta Investment Partners
Wisconsin
$1.05M
AWM
514
Apollon Wealth Management
South Carolina
$1.03M +$278K +4,232 +37%
ISL
515
Ingalls & Snyder LLC
New York
$1.03M -$47.8K -728 -4%
HSA
516
HBK Sorce Advisory
Pennsylvania
$1.03M -$8.01K -122 -0.8%
CGL
517
Clarius Group LLC
Washington
$1.02M +$72.8K +1,109 +8%
TSW
518
Thompson Siegel & Walmsley
Virginia
$1.02M
Lido Advisors
519
Lido Advisors
California
$1.01M +$227K +3,462 +29%
NIM
520
Northeast Investment Management
Massachusetts
$1.01M +$487K +7,428 +93%
AWM
521
Absher Wealth Management
North Carolina
$1.01M -$7.22K -110 -0.7%
PL
522
Perpetual Ltd
Australia
$1.01M
HSBC Holdings
523
HSBC Holdings
United Kingdom
$998K -$514K -7,831 -34%
AWA
524
Arete Wealth Advisors
Illinois
$991K -$47.4K -723 -5%
CFM
525
Coronation Fund Managers
South Africa
$988K -$418K -6,375 -30%