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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
301
Kestra Private Wealth Services
Texas
$570K +$91.9K +5,265 +18%
Nuveen
302
Nuveen
North Carolina
$569K
HSA
303
HBK Sorce Advisory
Pennsylvania
$551K +$1.75K +100 +0.3%
ARG
304
Advisory Resource Group
Oklahoma
$550K +$35.9K +2,060 +7%
CCA
305
Checchi Capital Advisers
California
$550K -$6.72K -385 -1%
FFA
306
First Foundation Advisors
California
$544K -$47.2K -2,705 -8%
FI
307
Fosun International
China
$542K +$574K +32,900 New
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$542K -$12.3K -705 -2%
NA
309
NewEdge Advisors
Louisiana
$534K +$12.4K +710 +2%
PPC
310
Park Place Capital
Alabama
$530K -$2.97K -170 -0.5%
AIA
311
Angeles Investment Advisors
California
$518K +$549K +31,445 New
WJWM
312
Williams Jones Wealth Management
New York
$517K -$175 -10 -0%
NONA
313
Ninety One North America
New York
$516K +$546K +31,300 New
BWP
314
BSW Wealth Partners
Colorado
$513K +$65.1K +3,730 +14%
PWPS
315
Pinnacle Wealth Planning Services
Ohio
$509K +$175 +10 +0%
FOA
316
Five Oceans Advisors
California
$507K
Baird Financial Group
317
Baird Financial Group
Wisconsin
$507K +$37.6K +2,155 +8%
PA
318
Parallel Advisors
California
$506K +$6.11K +350 +1%
MPPW
319
Mitchell & Pahl Private Wealth
Oklahoma
$505K +$85.1K +4,875 +19%
AWA
320
Arete Wealth Advisors
Illinois
$504K +$534K +30,600 New
ONB
321
Old National Bancorp
Indiana
$504K -$25.1K -1,440 -4%
PP
322
PDS Planning
Ohio
$502K +$10K +575 +2%
MCM
323
MAI Capital Management
Ohio
$502K -$19.2K -1,100 -3%
Barclays
324
Barclays
United Kingdom
$502K -$26.7K -1,530 -5%
PAG
325
Private Advisor Group
New Jersey
$499K +$2.88K +165 +0.5%