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Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Cetera Advisors
Colorado
$586K +$284K +15,475 +83%
RA
302
Rovida Advisors
Florida
$583K +$625K +34,000 New
RP
303
Riverwater Partners
Wisconsin
$582K -$23.4K -1,275 -4%
MPPW
304
Mitchell & Pahl Private Wealth
Oklahoma
$576K +$49.2K +2,675 +9%
OWA
305
One Wealth Advisors
California
$576K +$129K +7,030 +26%
PA
306
Parallel Advisors
California
$567K +$26.5K +1,440 +5%
IAA
307
Independent Advisor Alliance
North Carolina
$556K -$42.1K -2,290 -7%
FOA
308
Five Oceans Advisors
California
$547K
HSA
309
HBK Sorce Advisory
Pennsylvania
$541K -$33K -1,795 -5%
WJWM
310
Williams Jones Wealth Management
New York
$538K
AIA
311
Angeles Investment Advisors
California
$534K +$38K +2,065 +7%
PWPS
312
Pinnacle Wealth Planning Services
Ohio
$530K +$1.2K +65 +0.2%
SW
313
SVB Wealth
Massachusetts
$527K -$416K -22,655 -42%
AT
314
Arden Trust
Delaware
$526K -$107K -5,820 -16%
AWM
315
Apollon Wealth Management
South Carolina
$521K -$10.3K -560 -2%
STA
316
Summit Trail Advisors
New York
$519K +$101K +5,490 +22%
GWM
317
Gibbs Wealth Management
Georgia
$518K +$555K +30,205 New
MMH
318
Menora Mivtachim Holdings
Israel
$514K -$101M -5,509,950 -99%
DG
319
DMC Group
Alabama
$510K +$4.41K +240 +0.8%
IAS
320
Insigneo Advisory Services
Florida
$508K -$151K -8,205 -22%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$506K -$5.15K -280 -0.9%
BNP Paribas Financial Markets
322
BNP Paribas Financial Markets
France
$504K -$162K -8,815 -23%
NERM
323
New England Research & Management
Illinois
$502K -$9.19K -500 -2%
VFA
324
Valeo Financial Advisors
Indiana
$498K +$24.7K +1,345 +5%
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$496K