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Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
401
Victory Capital Management
Texas
$500K +$101K +1,876 +28%
PWM
402
Perigon Wealth Management
California
$497K -$14.5K -268 -3%
SRC
403
Sage Rhino Capital
California
$494K +$8.04K +149 +2%
TFA
404
Tranquilli Financial Advisor
New Jersey
$491K -$1.3K -24 -0.3%
WAM
405
Weatherly Asset Management
California
$490K +$49.5K +916 +12%
IC
406
IEQ Capital
California
$481K +$85.8K +1,590 +24%
OC
407
Oppenheimer & Co
New York
$479K -$2.86K -53 -0.6%
OIA
408
OneDigital Investment Advisors
Kansas
$478K -$13.4K -249 -3%
AWM
409
Axxcess Wealth Management
California
$470K +$189K +3,500 +75%
SC
410
Scotia Capital
Ontario, Canada
$467K -$28K -518 -6%
TAM
411
Tocqueville Asset Management
New York
$461K
CIA
412
Cohen Investment Advisors
New Hampshire
$459K -$48.9K -905 -10%
EWA
413
EP Wealth Advisors
California
$455K +$138K +2,548 +48%
MC
414
Moors & Cabot
Massachusetts
$452K -$24.5K -453 -5%
LF
415
Lantz Financial
Illinois
$447K -$16K -297 -4%
HAG
416
HighPoint Advisor Group
Illinois
$447K +$14.2K +263 +3%
Lazard Asset Management
417
Lazard Asset Management
New York
$443K +$144K +2,660 +53%
CP
418
Covenant Partners
Tennessee
$443K
FFP
419
FourThought Financial Partners
Florida
$437K +$2.75K +51 +0.7%
DJSG
420
D.J. St. Germain
Massachusetts
$426K
FHA
421
First Horizon Advisors
Tennessee
$425K +$53.9K +998 +16%
CWM
422
Cordatus Wealth Management
Pennsylvania
$424K
1WA
423
180 Wealth Advisors
Washington
$418K +$2.38K +44 +0.6%
MWM
424
Mission Wealth Management
California
$411K +$17.2K +318 +5%
HWAM
425
Hennion & Walsh Asset Management
New Jersey
$409K -$184K -3,407 -32%