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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
301
One Wealth Advisors
California
$873K -$1.73K -75 -0.2%
PA
302
Parallel Advisors
California
$859K -$140K -6,076 -15%
FCA
303
Fortis Capital Advisors
Kansas
$850K +$774K +33,493 New
AFW
304
Avantra Family Wealth
Pennsylvania
$829K +$235K +10,161 +45%
CCIA
305
Campbell & Co Investment Adviser
Maryland
$824K -$874K -37,828 -54%
OIA
306
OneDigital Investment Advisors
Kansas
$821K -$24.1K -1,045 -3%
HWM
307
HB Wealth Management
Georgia
$819K +$455K +19,680 +156%
PAG
308
Private Advisor Group
New Jersey
$816K +$175K +7,568 +31%
HH
309
Hilltop Holdings
Texas
$811K -$49.3K -2,135 -6%
PP
310
PDS Planning
Ohio
$805K +$64.7K +2,799 +10%
WJWM
311
Williams Jones Wealth Management
New York
$792K
FFL
312
Future Fund LLC
Illinois
$783K +$713K +30,848 New
SRC
313
Shufro Rose & Co
New York
$780K +$710K +30,740 New
SWP
314
Sagespring Wealth Partners
Tennessee
$773K +$191K +8,250 +37%
PCS
315
Personal CFO Solutions
New Jersey
$763K +$1.13K +49 +0.2%
A
316
Allianz
Germany
$762K
CCA
317
Checchi Capital Advisers
California
$758K +$41.1K +1,778 +6%
PS
318
Principal Securities
Iowa
$753K
CAM
319
Cresset Asset Management
Illinois
$753K -$478K -20,667 -41%
S
320
SimplyRich
California
$738K +$208 +9 +0%
Thrivent Financial for Lutherans
321
Thrivent Financial for Lutherans
Minnesota
$729K -$70.5M -3,052,658 -99%
BCM
322
Bayesian Capital Management
New York
$720K -$278K -12,050 -30%
PFS
323
Prospera Financial Services
Texas
$711K +$5.2K +225 +0.8%
BIG
324
Brooklyn Investment Group
New York
$708K +$573K +24,796 +805%
BPA
325
Beacon Pointe Advisors
California
$704K +$165K +7,154 +35%