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Name Holding Trade Value Shares
Change
Change in
Stake
KP
326
Keel Point
Alabama
$596K +$5.06K +260 +0.9%
CCA
327
Checchi Capital Advisers
California
$594K +$4.89K +251 +0.9%
PFS
328
Prospera Financial Services
Texas
$588K -$4.19K -215 -0.8%
AWA
329
Arete Wealth Advisors
Illinois
$586K -$16.3K -836 -3%
IUHSA
330
Itau Unibanco Holding S.A.
Brazil
$574K
Janus Henderson Group
331
Janus Henderson Group
$572K
HSA
332
HBK Sorce Advisory
Pennsylvania
$568K -$27.9K -1,432 -5%
AP
333
Americana Partners
Texas
$566K -$1.03K -53 -0.2%
WFI
334
West Family Investments
California
$566K -$7.5K -385 -1%
AWM
335
Apollon Wealth Management
South Carolina
$565K -$21K -1,078 -4%
RP
336
Riverwater Partners
Wisconsin
$563K
SWM
337
Seed Wealth Management
Illinois
$552K
BWM
338
BigSur Wealth Management
Florida
$549K
FHA
339
Flagship Harbor Advisors
Massachusetts
$548K -$10.8K -556 -2%
PMWMG
340
Parr McKnight Wealth Management Group
Minnesota
$543K +$500K +25,683 New
MCM
341
MAI Capital Management
Ohio
$538K -$94.4K -4,847 -16%
Lido Advisors
342
Lido Advisors
California
$538K +$740 +38 +0.1%
SW
343
SVB Wealth
Massachusetts
$538K +$495K +25,414 New
FDCDDQ
344
Federation des caisses Desjardins du Quebec
Quebec, Canada
$538K +$9.8K +503 +2%
WG
345
Welch Group
Alabama
$536K +$5.16K +265 +1%
SRC
346
Sage Rhino Capital
California
$525K +$3.97K +204 +0.8%
WT
347
Whittier Trust
California
$524K -$4.58K -235 -0.9%
BA
348
Bridgewater Advisors
New York
$524K -$2.02M -103,883 -80%
PAG
349
Private Advisor Group
New Jersey
$520K -$121K -6,214 -20%
AGC
350
Aspen Grove Capital
Colorado
$519K +$57.7K +2,962 +14%