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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
301
OneDigital Investment Advisors
Kansas
$591K +$575K +34,780 New
OWA
302
One Wealth Advisors
California
$583K +$15.5K +940 +3%
AWA
303
Arete Wealth Advisors
Illinois
$578K +$564K +34,095 New
DG
304
DMC Group
Alabama
$569K +$62.7K +3,795 +13%
ECM
305
Evergreen Capital Management
Washington
$569K -$85.2K -5,155 -13%
AWA
306
Aaron Wealth Advisors
Illinois
$560K -$56.9K -3,440 -9%
PA
307
Parallel Advisors
California
$547K -$14.6K -885 -3%
PWG
308
Portside Wealth Group
Utah
$542K -$128K -7,715 -19%
EGM
309
Engineers Gate Manager
New York
$534K +$166K +10,025 +47%
WJWM
310
Williams Jones Wealth Management
New York
$533K
SW
311
SVB Wealth
Massachusetts
$527K +$4.63K +280 +0.9%
OCM
312
Ovata Capital Management
Hong Kong
$524K -$56.6K -3,425 -10%
PWPS
313
Pinnacle Wealth Planning Services
Ohio
$523K -$2.56K -155 -0.5%
HSA
314
HBK Sorce Advisory
Pennsylvania
$516K -$19.3K -1,170 -4%
PAG
315
Private Advisor Group
New Jersey
$504K +$36.9K +2,230 +8%
NERM
316
New England Research & Management
Illinois
$497K
HT
317
Headlands Technologies
Illinois
$495K +$34K +2,055 +8%
CA
318
Clearstead Advisors
Ohio
$493K +$744 +45 +0.2%
KP
319
Keel Point
Alabama
$493K +$28K +1,695 +7%
PFS
320
Prospera Financial Services
Texas
$482K +$181K +10,945 +63%
Tudor Investment Corp
321
Tudor Investment Corp
Connecticut
$481K +$468K +28,330 New
VF
322
Virtu Financial
New York
$481K -$641K -38,785 -58%
LFA
323
Legacy Financial Advisors
Kentucky
$479K +$8.27K +500 +2%
IC
324
IEQ Capital
California
$478K +$48.9K +2,955 +12%
PP
325
PDS Planning
Ohio
$478K +$38.7K +2,340 +9%