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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Apollon Wealth Management
South Carolina
$477K -$38.1K -2,305 -8%
PCS
327
Personal CFO Solutions
New Jersey
$477K -$4.46K -270 -1%
STA
328
Summit Trail Advisors
New York
$474K -$38.8K -2,345 -8%
GIM
329
Grassi Investment Management
California
$474K -$358K -21,625 -44%
VFA
330
Valeo Financial Advisors
Indiana
$473K -$37.5K -2,265 -8%
CCA
331
Checchi Capital Advisers
California
$470K -$10.7K -645 -2%
Janus Henderson Group
332
Janus Henderson Group
$459K
Lido Advisors
333
Lido Advisors
California
$458K +$21.9K +1,325 +5%
FHA
334
Flagship Harbor Advisors
Massachusetts
$457K -$7.44K -450 -2%
FOA
335
Five Oceans Advisors
California
$448K -$90.9K -5,495 -17%
SWM
336
Seed Wealth Management
Illinois
$443K +$46.3K +2,800 +12%
BWM
337
BigSur Wealth Management
Florida
$440K
MOS
338
MGO One Seven
Ohio
$440K -$12.5K -755 -3%
JSW
339
Journey Strategic Wealth
New Jersey
$435K +$132K +7,955 +45%
HSBC Holdings
340
HSBC Holdings
United Kingdom
$432K -$239K -14,445 -36%
MWM
341
Mission Wealth Management
California
$430K +$42.8K +2,590 +11%
FFP
342
FourThought Financial Partners
Florida
$428K +$30.4K +1,840 +8%
EA
343
Everpar Advisors
Oklahoma
$426K +$26.3K +1,590 +7%
WG
344
Welch Group
Alabama
$425K +$413K +25,000 New
EAM
345
Eagle Asset Management
Florida
$423K +$496 +30 +0.1%
TPWM
346
Twelve Points Wealth Management
Massachusetts
$414K
KFI
347
Key Financial Inc
Pennsylvania
$412K
Schroder Investment Management Group
348
Schroder Investment Management Group
United Kingdom
$411K +$7.77K +470 +2%
William Blair & Company
349
William Blair & Company
Illinois
$408K +$17.5K +1,060 +5%
WFI
350
West Family Investments
California
$408K