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Name Holding Trade Value Shares
Change
Change in
Stake
WGC
501
Watts Gwilliam & Co
Arizona
$805K +$753K +10,502 New
LNWWM
502
Laird Norton Wetherby Wealth Management
California
$800K -$14.3K -200 -2%
WWG
503
West Wealth Group
California
$793K +$6.24K +87 +0.8%
O
504
Ossiam
France
$791K +$318K +4,436 +68%
SIG
505
Stonegate Investment Group
Alabama
$774K +$68.4K +954 +10%
ONB
506
Old National Bancorp
Indiana
$773K -$6.45K -90 -0.8%
PP
507
Prudential plc
United Kingdom
$770K -$2.37M -33,039 -76%
SPA
508
Sherbrooke Park Advisers
New York
$759K +$138K +1,931 +22%
CWM
509
Congress Wealth Management
Massachusetts
$757K +$755K +10,535 New
HAG
510
HighPoint Advisor Group
Illinois
$756K +$1.79K +25 +0.3%
BFG
511
Bleakley Financial Group
New Jersey
$755K +$59.6K +832 +9%
CFGS
512
Concourse Financial Group Securities
Alabama
$754K +$34.8K +485 +5%
SW
513
Simplicity Wealth
New Jersey
$754K +$752K +10,492 New
CW
514
CreativeOne Wealth
Kansas
$753K +$474K +6,620 +172%
AWM
515
Apollon Wealth Management
South Carolina
$746K -$61.4K -857 -8%
IF
516
Intrua Financial
Texas
$745K +$744K +10,378 New
DI
517
Diligent Investors
California
$742K
WPA
518
West Paces Advisors
Georgia
$737K +$31.6K +441 +4%
SOAMC
519
Spirit of America Management Corp
New York
$736K +$14.3K +200 +2%
HWM
520
HB Wealth Management
Georgia
$734K -$45.4K -633 -6%
CIBC Private Wealth Group
521
CIBC Private Wealth Group
Georgia
$734K +$63K +879 +9%
MLA
522
My Legacy Advisors
Oregon
$733K -$4.59K -64 -0.6%
IMCOOI
523
Investment Management Corp of Ontario (IMCO)
Canada
$732K -$323K -4,500 -31%
FMWA
524
Forvis Mazars Wealth Advisors
Missouri
$732K +$12.3K +172 +2%
QC
525
Quaero Capital
Switzerland
$728K -$211K -2,950 -23%