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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
351
Sage Rhino Capital
California
$408K -$8.1K -490 -2%
CWM
352
Cordatus Wealth Management
Pennsylvania
$405K +$394K +23,825 New
FDCDDQ
353
Federation des caisses Desjardins du Quebec
Quebec, Canada
$402K -$96.7K -5,850 -20%
IAN
354
Integrated Advisors Network
Texas
$401K +$66K +3,990 +20%
OWM
355
Opes Wealth Management
California
$399K -$487K -29,450 -56%
IAS
356
Insigneo Advisory Services
Florida
$395K -$93.4K -5,650 -19%
FC
357
Farley Capital
New York
$395K +$384K +23,250 New
NAS
358
Nicolet Advisory Services
Wisconsin
$390K -$132K -7,995 -28%
AQR Capital Management
359
AQR Capital Management
Connecticut
$388K +$378K +22,865 New
DAS
360
Diversify Advisory Services
Utah
$387K -$698K -42,220 -66%
FLPIM
361
F.L. Putnam Investment Management
Massachusetts
$385K +$34.1K +2,060 +10%
BHPW
362
Beverly Hills Private Wealth
California
$382K +$146K +8,855 +65%
HH
363
Hilltop Holdings
Texas
$382K -$2.31K -140 -0.6%
AP
364
Americana Partners
Texas
$381K -$574K -34,720 -61%
GRP
365
Global Retirement Partners
California
$378K +$226K +13,680 +159%
GI
366
GAMMA Investing
California
$378K -$12.7K -770 -3%
LCOV
367
London Company of Virginia
Virginia
$374K
FT
368
Fiduciary Trust
Massachusetts
$372K -$22.1K -1,335 -6%
IWC
369
Integrated Wealth Concepts
Massachusetts
$372K +$3.56K +215 +1%
GITFIT
370
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$364K +$157K +9,485 +79%
Jones Financial Companies
371
Jones Financial Companies
Missouri
$356K +$342K +20,705 +8,451%
IUHSA
372
Itau Unibanco Holding S.A.
Brazil
$355K +$44.1K +2,670 +15%
BS
373
Banco Santander
Spain
$350K -$554K -33,500 -62%
BAM
374
Berkshire Asset Management
Pennsylvania
$349K +$340K +20,545 New
FFA
375
First Foundation Advisors
California
$348K -$28.7K -1,735 -8%