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Name Holding Trade Value Shares
Change
Change in
Stake
Empirical Wealth Management
776
Empirical Wealth Management
Washington
$476K -$21.2K -38 -4%
IAIM
777
International Assets Investment Management
Florida
$476K +$15.6K +28 +3%
NCM
778
Next Capital Management
New York
$473K – – –
LI
779
LRI Investments
Florida
$473K +$42.5K +76 +10%
SageView Advisory Group
780
SageView Advisory Group
California
$470K +$478K +855 New
GCM
781
Gables Capital Management
Florida
$470K – – –
Csenge Advisory Group
782
Csenge Advisory Group
Florida
$470K +$27.4K +49 +6%
AWA
783
Arete Wealth Advisors
Illinois
$462K +$126K +225 +37%
AA
784
Auxano Advisors
Washington
$457K +$1.68K +3 +0.4%
LBWM
785
Left Brain Wealth Management
Illinois
$452K -$201K -360 -30%
AIM
786
Avity Investment Management
Connecticut
$452K -$30.7K -55 -6%
U.S. Capital Wealth Advisors
787
U.S. Capital Wealth Advisors
Texas
$450K +$58.1K +104 +15%
SFI
788
Siemens Fonds Invest
Germany
$449K +$456K +816 New
RI
789
Ridgewood Investments
New Jersey
$444K -$50.9K -91 -10%
Wealthspire Advisors (New York)
790
Wealthspire Advisors (New York)
New York
$441K -$35.2K -63 -7%
NFSG
791
Newbridge Financial Services Group
Florida
$440K -$146K -262 -25%
TAA
792
TB Alternative Assets
Cayman Islands
$440K +$447K +800 New
Geneos Wealth Management
793
Geneos Wealth Management
Colorado
$435K +$220K +394 +99%
PWG
794
Portside Wealth Group
Utah
$429K +$55.3K +99 +15%
Diversify Advisory Services
795
Diversify Advisory Services
Utah
$423K -$65.9K -118 -14%
WA
796
Wealth Alliance
New York
$417K -$18.4K -33 -4%
SI
797
Stonekeep Investments
New Mexico
$416K -$14K -25 -3%
WP
798
WealthPLAN Partners
Nebraska
$414K – – –
FDS
799
First Dallas Securities
Texas
$411K +$418K +748 New
Park National Corp
800
Park National Corp
Ohio
$411K -$25.7K -46 -6%