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Name Holding Trade Value Shares
Change
Change in
Stake
HC
301
Henshaw Capital
Massachusetts
$503K
LSAG
302
Lake Street Advisors Group
New Hampshire
$501K -$5.35K -104 -1%
ACI
303
AMP Capital Investors
Australia
$496K
EGA
304
E&G Advisors
Texas
$490K -$252K -4,900 -33%
AWM
305
Altium Wealth Management
New York
$488K +$41K +796 +9%
CCM
306
Cribstone Capital Management
Maine
$482K -$47.9K -930 -9%
PAMG
307
Patton Albertson Miller Group
Tennessee
$482K +$3.65K +71 +0.7%
AWM
308
AE Wealth Management
Kansas
$472K -$8.34K -162 -2%
BCM
309
BTC Capital Management
Iowa
$467K +$240K +4,656 +100%
FPS
310
Fieldpoint Private Securities
Connecticut
$460K +$472K +9,170 New
CFB
311
Cullen/Frost Bankers
Texas
$459K +$382K +7,419 +429%
AWE
312
Avidian Wealth Enterprises
Texas
$456K +$33.3K +647 +8%
Nomura Holdings
313
Nomura Holdings
Japan
$453K -$124K -2,399 -21%
ISL
314
Ingalls & Snyder LLC
New York
$440K
TCOV
315
Trust Company of Vermont
Vermont
$431K +$12.9K +250 +3%
IAA
316
Independent Advisor Alliance
North Carolina
$427K +$12.1K +235 +3%
WIA
317
Wealthstreet Investment Advisors
Texas
$426K
CG
318
Caprock Group
Idaho
$424K +$1.8K +35 +0.4%
SW
319
SVB Wealth
Massachusetts
$421K +$42.4K +824 +11%
CSIC
320
Clifford Swan Investment Counsel
California
$409K +$7.67K +149 +2%
PA
321
Parallel Advisors
California
$398K +$6.18K +120 +2%
PAS
322
Park Avenue Securities
New York
$394K +$36K +700 +10%
GWM
323
GSB Wealth Management
Connecticut
$391K
TWI
324
Thomas White International
Illinois
$388K
SCM
325
Stonebridge Capital Management
California
$383K