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Name Holding Trade Value Shares
Change
Change in
Stake
MK
501
MASTERINVEST Kapitalanlage
$989K
CFG
502
Cooper Financial Group
California
$987K -$7.04K -87 -0.8%
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$979K +$84K +1,037 +11%
FT
504
Fiduciary Trust
Massachusetts
$977K +$24.4K +301 +3%
TI
505
Tidal Investments
Wisconsin
$973K +$191K +2,353 +28%
MGIA
506
Moneta Group Investment Advisors
Missouri
$971K +$113K +1,396 +15%
AF
507
Allworth Financial
California
$969K -$75.2K -928 -8%
Vontobel Holding
508
Vontobel Holding
Switzerland
$968K -$91.2K -1,126 -9%
OIA
509
OneDigital Investment Advisors
Kansas
$968K -$16.4K -202 -2%
WGC
510
Watts Gwilliam & Co
Arizona
$966K
PP
511
Prudential plc
United Kingdom
$965K
AWM
512
Apollon Wealth Management
South Carolina
$959K +$74K +914 +9%
Jones Financial Companies
513
Jones Financial Companies
Missouri
$945K +$243K +2,995 +39%
AAM
514
AMI Asset Management
California
$943K -$8.99K -111 -1%
AA
515
ALPS Advisors
Colorado
$942K +$381K +4,702 +81%
WWG
516
West Wealth Group
California
$942K +$9.07K +112 +1%
KF
517
Krilogy Financial
Missouri
$934K +$819K +10,108 New
GT
518
Greenleaf Trust
Michigan
$928K -$67.1K -829 -7%
IWM
519
Iams Wealth Management
Nebraska
$925K -$5.51K -68 -0.7%
FTWA
520
Fifth Third Wealth Advisors
Ohio
$920K -$10.2K -126 -1%
LFG
521
Larson Financial Group
Missouri
$919K -$129K -1,595 -14%
LIM
522
Letson Investment Management
Georgia
$918K
PAG
523
Private Advisor Group
New Jersey
$913K +$404K +4,988 +97%
GBT
524
Grove Bank & Trust
Florida
$909K -$71.3K -880 -8%
CT
525
Chicago Trust
Illinois
$907K +$648 +8 +0.1%