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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Apollon Wealth Management
South Carolina
$645K +$142K +6,346 +26%
Fiera Capital (Canada)
302
Fiera Capital (Canada)
Quebec, Canada
$644K +$24.1K +1,074 +4%
BTI
303
Blue Trust Inc
Georgia
$644K -$46.8K -2,087 -6%
Lido Advisors
304
Lido Advisors
California
$640K +$19.9K +886 +3%
BC
305
Bridgefront Capital
Texas
$636K -$346K -15,453 -33%
A
306
Allianz
Germany
$634K +$14.6K +650 +2%
AAM
307
Advisors Asset Management
Colorado
$627K +$47.2K +2,105 +7%
BA
308
Bridgewater Advisors
New York
$620K -$37.9K -1,690 -6%
TVPW
309
Third View Private Wealth
Connecticut
$612K -$28.7K -1,281 -4%
LI
310
LHM Inc
Utah
$611K
CCA
311
Checchi Capital Advisers
California
$606K -$28.7K -1,282 -4%
FRM
312
Fox Run Management
Connecticut
$603K +$209K +9,345 +45%
VCM
313
Versant Capital Management
Arizona
$596K -$1.05K -47 -0.2%
EWA
314
EverSource Wealth Advisors
Alabama
$596K +$268K +11,980 +71%
S
315
SimplyRich
California
$593K -$23.8K -1,060 -4%
William Blair & Company
316
William Blair & Company
Illinois
$593K -$641K -28,615 -50%
BWA
317
Basecamp Wealth Advisors
Washington
$590K -$1.23K -55 -0.2%
LA
318
LVW Advisors
New York
$589K +$146K +6,494 +30%
AP
319
Americana Partners
Texas
$589K +$4.37K +195 +0.7%
Barclays
320
Barclays
United Kingdom
$588K +$365K +16,295 +134%
SIA
321
Strategic Investment Advisors
Michigan
$586K -$169K -7,545 -21%
BWM
322
BKM Wealth Management
Wisconsin
$586K +$97.7K +4,359 +18%
HIP
323
HUB Investment Partners
Texas
$585K +$338K +15,077 +115%
EWM
324
Empirical Wealth Management
Washington
$580K -$204K -9,122 -25%
OWA
325
One Wealth Advisors
California
$580K +$3.45K +154 +0.6%