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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
351
Dynamic Advisor Solutions
Arizona
$477K +$20.3K +1,080 +4%
MPPW
352
Mitchell & Pahl Private Wealth
Oklahoma
$464K +$45.3K +2,415 +10%
KIA
353
Knollwood Investment Advisory
Maryland
$458K
ACA
354
Atlas Capital Advisors
Wyoming
$458K +$59.5K +3,170 +14%
TPWM
355
Twelve Points Wealth Management
Massachusetts
$455K -$2.63K -140 -0.6%
CRI
356
Colonial River Investments
Virginia
$454K +$473K +25,210 New
FPCP
357
Fort Point Capital Partners
California
$453K +$31.5K +1,680 +7%
OWM
358
Opes Wealth Management
California
$451K
WG
359
Welch Group
Alabama
$450K
HH
360
Hilltop Holdings
Texas
$446K -$4.97K -265 -1%
GT
361
Glenmede Trust
Pennsylvania
$444K
CWM
362
Cordatus Wealth Management
Pennsylvania
$444K +$463K +24,680 New
WFI
363
West Family Investments
California
$432K
SWM
364
Seed Wealth Management
Illinois
$423K
DG
365
DMC Group
Alabama
$420K +$12.7K +675 +3%
AWA
366
Aaron Wealth Advisors
Illinois
$416K +$58K +3,090 +15%
IAS
367
Insigneo Advisory Services
Florida
$409K -$130K -6,910 -23%
LC
368
Lindbrook Capital
California
$406K +$938 +50 +0.2%
STA
369
Summit Trail Advisors
New York
$402K +$14.1K +750 +3%
PCS
370
Personal CFO Solutions
New Jersey
$401K +$6.38K +340 +2%
Lido Advisors
371
Lido Advisors
California
$400K +$53.2K +2,835 +15%
SRC
372
Sage Rhino Capital
California
$398K +$6.75K +360 +2%
LCOV
373
London Company of Virginia
Virginia
$396K
FWIA
374
Fort Washington Investment Advisors
Ohio
$393K
SGA
375
Strategic Global Advisors
California
$391K -$7.41K -395 -2%