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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
301
Portside Wealth Group
Utah
$678K +$706K +37,645 New
CCFP
302
Charles Carroll Financial Partners
Massachusetts
$675K
BRWA
303
B. Riley Wealth Advisors
Florida
$673K -$37.7K -2,010 -5%
RP
304
Riverwater Partners
Wisconsin
$665K
BP
305
Ballentine Partners
Massachusetts
$664K +$163K +8,710 +31%
PFS
306
Prospera Financial Services
Texas
$651K +$678K +36,145 New
FFA
307
First Foundation Advisors
California
$643K -$1.17M -62,590 -64%
ASN
308
Advisory Services Network
Georgia
$625K +$9.28K +495 +1%
Nuveen
309
Nuveen
North Carolina
$622K +$8.72K +465 +1%
HW
310
Hancock Whitney
Mississippi
$622K +$37.8K +2,015 +6%
QT
311
Quantamental Technologies
New York
$618K +$643K +34,300 New
NAS
312
Nicolet Advisory Services
Wisconsin
$613K +$81.1K +4,325 +15%
BCM
313
Bayesian Capital Management
New York
$612K +$308K +16,420 +93%
CCA
314
Checchi Capital Advisers
California
$608K -$5.06K -270 -0.8%
FHA
315
Flagship Harbor Advisors
Massachusetts
$608K -$27.6K -1,470 -4%
HSBC Holdings
316
HSBC Holdings
United Kingdom
$606K -$181K -9,660 -22%
FDCDDQ
317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$605K -$64K -3,410 -9%
HSA
318
HBK Sorce Advisory
Pennsylvania
$600K -$45.8K -2,440 -7%
PPC
319
Park Place Capital
Alabama
$582K -$19.9K -1,060 -3%
ONB
320
Old National Bancorp
Indiana
$577K -$428K -22,825 -42%
Barclays
321
Barclays
United Kingdom
$576K -$62.7K -3,345 -9%
NA
322
NewEdge Advisors
Louisiana
$570K -$54.4K -2,900 -8%
MCM
323
MAI Capital Management
Ohio
$568K +$21K +1,120 +4%
WJWM
324
Williams Jones Wealth Management
New York
$565K
ARG
325
Advisory Resource Group
Oklahoma
$564K -$16K -855 -3%