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Name Holding Trade Value Shares
Change
Change in
Stake
PE
301
PCM Encore
Colorado
$657K -$31K -1,469 -4%
FT
302
Fiduciary Trust
Massachusetts
$654K -$22.7K -1,076 -3%
HWM
303
Hohimer Wealth Management
Washington
$650K +$683K +32,401 New
FC
304
Farley Capital
New York
$649K
SPIA
305
Steward Partners Investment Advisory
New York
$637K -$4.09K -194 -0.6%
EWM
306
Empirical Wealth Management
Washington
$635K +$77K +3,655 +13%
MGWM
307
Marks Group Wealth Management
Minnesota
$625K -$864K -40,993 -57%
BCM
308
Brasada Capital Management
Texas
$617K +$648K +30,749 New
Lido Advisors
309
Lido Advisors
California
$616K -$4.55K -216 -0.7%
A
310
Allianz
Germany
$615K
BA
311
Bridgewater Advisors
New York
$614K -$1.77K -84 -0.3%
William Blair & Company
312
William Blair & Company
Illinois
$607K +$34.4K +1,631 +6%
PCS
313
Personal CFO Solutions
New Jersey
$603K -$32.8K -1,558 -5%
IWC
314
Integrated Wealth Concepts
Massachusetts
$602K +$90.4K +4,291 +17%
MMH
315
Menora Mivtachim Holdings
Israel
$602K +$316K +15,000 +100%
PCM
316
Ping Capital Management
New York
$602K +$632K +30,000 New
SIA
317
Strategic Investment Advisors
Michigan
$601K +$34.7K +1,648 +6%
CIA
318
Concurrent Investment Advisors
Florida
$599K +$119K +5,666 +23%
MC
319
Moors & Cabot
Massachusetts
$595K -$54.3K -2,576 -8%
SCP
320
Sivia Capital Partners
California
$587K +$326K +15,446 +112%
IUHSA
321
Itau Unibanco Holding S.A.
Brazil
$582K -$1.07M -50,878 -64%
PAG
322
Private Advisor Group
New Jersey
$581K -$192K -9,130 -24%
FPAS
323
Focus Partners Advisor Solutions
Missouri
$580K +$159K +7,533 +35%
CCA
324
Checchi Capital Advisers
California
$575K -$12.8K -605 -2%
GC
325
Guggenheim Capital
Illinois
$574K -$470K -22,310 -44%