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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
Axxcess Wealth Management
California
$546K -$91.8K -1,624 -16%
AC
627
Avestar Capital
New York
$546K +$2.77K +49 +0.6%
CFB
628
Cullen/Frost Bankers
Texas
$544K +$37.6K +665 +9%
GCAC
629
Guardian Capital Advisors (Canada)
Ontario, Canada
$538K -$797K -14,100 -63%
RSWM
630
Robertson Stephens Wealth Management
California
$538K -$26.6K -470 -5%
DG
631
DMC Group
Alabama
$534K -$15.6K -276 -3%
GG
632
Golden Green
South Carolina
$532K +$466K +8,241 New
LSPW
633
Lake Street Private Wealth
Illinois
$531K -$64.2K -1,135 -12%
IHL
634
Investment House LLC
California
$528K -$2.83K -50 -0.6%
IIA
635
IPG Investment Advisors
California
$528K +$462K +8,171 New
SLAM
636
Swiss Life Asset Management
$527K -$95.2K -1,684 -17%
OIM
637
Oder Investment Management
California
$526K -$111K -1,971 -19%
TFM
638
TFC Financial Management
Massachusetts
$526K – – –
MC
639
Moors & Cabot
Massachusetts
$524K -$1.53K -27 -0.3%
Fifth Third Bancorp
640
Fifth Third Bancorp
Ohio
$523K +$15.4K +273 +3%
LC
641
Lindbrook Capital
California
$522K +$7.18K +127 +2%
SBIA
642
Sheaff Brock Investment Advisors
Indiana
$520K +$396 +7 +0.1%
STA
643
Summit Trail Advisors
New York
$520K -$283 -5 -0.1%
PWG
644
Portside Wealth Group
Utah
$520K +$455K +8,043 New
WCAMG
645
Woodard & Company Asset Management Group
North Carolina
$519K +$678 +12 +0.1%
RSA
646
River Street Advisors
Illinois
$519K – – –
SS
647
Simplicity Solutions
Minnesota
$516K -$823K -14,561 -65%
BFG
648
Bleakley Financial Group
New Jersey
$516K +$65.2K +1,154 +17%
BSW
649
Buckingham Strategic Wealth
Missouri
$513K -$509 -9 -0.1%
PP
650
PDS Planning
Ohio
$511K +$85.2K +1,507 +24%