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Name Holding Trade Value Shares
Change
Change in
Stake
STA
276
Summit Trail Advisors
New York
$1.07M +$1.03M +41,014 New
FIA
277
FNY Investment Advisers
New York
$1.07M +$1.03M +41,000 New
FOA
278
Five Oceans Advisors
California
$1.06M
CA
279
Clearstead Advisors
Ohio
$1.06M +$67.4K +2,695 +7%
DG
280
DMC Group
Alabama
$1.05M +$31.1K +1,243 +3%
BC
281
Bayforest Capital
United Kingdom
$1.05M +$1.01M +40,507 New
AIM
282
Alhambra Investment Management
Florida
$1.04M +$37.1K +1,483 +4%
MPPW
283
Mitchell & Pahl Private Wealth
Oklahoma
$1.04M +$33.5K +1,338 +3%
IC
284
Iconiq Capital
California
$1.01M +$107K +4,285 +12%
CGL
285
Clarius Group LLC
Washington
$1M
MWM
286
Mission Wealth Management
California
$990K +$82.4K +3,292 +9%
MMA
287
Miracle Mile Advisors
California
$986K +$53.2K +2,124 +6%
BEI
288
Benjamin Edwards Inc
Missouri
$981K +$456K +18,220 +94%
SIA
289
Strategic Investment Advisors
Michigan
$979K +$628K +25,096 +200%
KP
290
Keel Point
Alabama
$977K +$305K +12,192 +48%
Brown Advisory
291
Brown Advisory
Maryland
$977K -$3.4K -136 -0.4%
CCM
292
Coldstream Capital Management
Washington
$971K +$480K +19,167 +106%
SAG
293
SageView Advisory Group
California
$967K +$4.25K +170 +0.4%
BFG
294
Bleakley Financial Group
New Jersey
$962K +$500K +19,969 +118%
SC
295
Syon Capital
California
$959K +$35.2K +1,407 +4%
HFO
296
Heritage Family Offices
Arizona
$948K
BHPW
297
Beverly Hills Private Wealth
California
$946K -$117K -4,680 -11%
Kayne Anderson Rudnick Investment Management
298
Kayne Anderson Rudnick Investment Management
California
$940K +$899K +35,922 +17,438%
PAG
299
Private Advisor Group
New Jersey
$934K +$94.1K +3,762 +12%
Kovitz Investment Group Partners
300
Kovitz Investment Group Partners
Illinois
$911K +$13.9K +554 +2%