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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
Axxcess Wealth Management
California
$596K -$435K -5,300 -38%
HSA
627
HBK Sorce Advisory
Pennsylvania
$585K -$337K -4,100 -32%
AWA
628
Arkadios Wealth Advisors
Georgia
$585K +$446K +5,430 +168%
SVWAG
629
Sound View Wealth Advisors Group
Georgia
$584K -$23.8K -290 -3%
CGL
630
Clarius Group LLC
Washington
$583K – – –
PPP
631
Private Portfolio Partners
New Jersey
$578K -$186K -2,270 -21%
MCM
632
Manchester Capital Management
Vermont
$569K -$131K -1,600 -16%
BCM
633
BTC Capital Management
Iowa
$568K +$400K +4,870 +137%
Vanguard Personalized Indexing Management
634
Vanguard Personalized Indexing Management
California
$567K +$49.3K +600 +8%
MMC
635
Mizuho Markets Cayman
Cayman Islands
$567K +$689K +8,390 New
FPCP
636
Fort Point Capital Partners
California
$564K – – –
FWP
637
FAS Wealth Partners
Kansas
$564K +$236K +2,880 +53%
ME
638
McIlrath & Eck
Washington
$558K +$82.9K +1,010 +14%
CFB
639
Cullen/Frost Bankers
Texas
$550K – – –
AC
640
Abbrea Capital
California
$549K +$46K +560 +7%
CIM
641
Confluence Investment Management
Missouri
$546K +$9.03K +110 +1%
CAI
642
Capital Advisors Inc
Oklahoma
$546K +$348K +4,240 +110%
HCA
643
Harbour Capital Advisors
Virginia
$541K -$31.2K -380 -5%
CIAS
644
Capital Investment Advisory Services
North Carolina
$537K -$65.7K -800 -9%
GAM
645
Gotham Asset Management
New York
$536K +$23.8K +290 +4%
AF
646
Allworth Financial
California
$534K +$821 +10 +0.1%
IWP
647
Icon Wealth Partners
Texas
$534K +$145K +1,770 +29%
IGWM
648
ICA Group Wealth Management
Colorado
$533K +$1.21M +14,770 New
SIG
649
Sargent Investment Group
Maryland
$527K +$73.9K +900 +13%
WEG
650
World Equity Group
Illinois
$525K +$637K +7,760 New