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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
551
Cohen Capital Management
California
$772K
QWP
552
Quotient Wealth Partners
Texas
$767K -$246K -2,815 -24%
AC
553
Avestar Capital
New York
$762K +$6.83K +78 +0.9%
Kovitz Investment Group Partners
554
Kovitz Investment Group Partners
Illinois
$759K +$50.5K +577 +7%
O
555
Ossiam
France
$754K +$211K +2,409 +39%
CCM
556
Coldstream Capital Management
Washington
$752K +$127K +1,455 +20%
SFA
557
Sequoia Financial Advisors
Ohio
$750K +$134K +1,534 +22%
MMM
558
Mendel Money Management
Illinois
$738K +$4.81K +55 +0.7%
MFIM
559
Mesirow Financial Investment Management
Illinois
$737K +$1.4K +16 +0.2%
IAG
560
Ipsen Advisor Group
Arkansas
$736K +$734K +8,391 New
CPC
561
Cookson Peirce & Co
Pennsylvania
$731K +$85.2K +974 +13%
VWM
562
Venturi Wealth Management
Texas
$723K +$9.36K +107 +1%
KRSITF
563
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$722K -$936K -10,697 -57%
SIC
564
Salem Investment Counselors
North Carolina
$714K -$1.23K -14 -0.2%
WTC
565
WhitTier Trust Company
Nevada
$705K -$98.3K -1,123 -12%
RWP
566
RWA Wealth Partners
Massachusetts
$689K -$3.85K -44 -0.6%
AAP
567
Arax Advisory Partners
Colorado
$686K +$614K +7,016 +875%
MLA
568
My Legacy Advisors
Oregon
$677K -$14.2K -162 -2%
GHAM
569
Gilman Hill Asset Management
Connecticut
$675K -$44.6K -510 -6%
ECM
570
Evergreen Capital Management
Washington
$670K -$35.3K -403 -5%
BGDI
571
BW Gestao de Investimentos
Brazil
$665K +$664K +7,582 New
PFGIA
572
Patriot Financial Group Insurance Agency
Massachusetts
$665K +$438 +5 +0.1%
TIAA Trust, National Association
573
TIAA Trust, National Association
North Carolina
$664K +$57.2K +654 +9%
PFA
574
Petra Financial Advisors
Colorado
$662K +$963 +11 +0.1%
SMC
575
Smith, Moore & Co
Missouri
$662K -$26.3K -300 -4%