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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
851
Destination Wealth Management
California
$286K +$89.1K +958 +45%
PA
852
ProCore Advisors
California
$286K
BS
853
Banco Santander
Spain
$285K +$286K +3,074 New
VFA
854
Valeo Financial Advisors
Indiana
$284K +$30.1K +324 +12%
HH
855
Hilltop Holdings
Texas
$284K -$115K -1,235 -29%
CFAM
856
Center For Asset Management
Florida
$283K -$6.32K -68 -2%
AWM
857
Aprio Wealth Management
Georgia
$283K -$7.91K -85 -3%
DTC
858
Davidson Trust Company
Washington
$283K -$8.93K -96 -3%
BFA
859
Beaumont Financial Advisors
Massachusetts
$282K -$1.21K -13 -0.4%
SWM
860
SeaCrest Wealth Management
New York
$282K -$126K -1,352 -31%
MAG
861
Meadowbrook Advisors Group
New Jersey
$280K +$281K +3,023 New
CSF
862
Capital Squared Financial
Maryland
$279K +$1.12K +12 +0.4%
HCM
863
Hodges Capital Management
Texas
$278K
IGGA
864
Iron Gate Global Advisors
Utah
$278K
WSC
865
Wellington Shields & Co
New York
$278K
VDI
866
Vaughan David Investments
Illinois
$277K
IAS
867
Insigneo Advisory Services
Florida
$277K +$25.9K +278 +10%
CI
868
Conning Inc
Connecticut
$277K
CWMA
869
Capstone Wealth Management (Alabama)
Alabama
$276K +$277K +2,982 New
B
870
Bailard
California
$276K +$39.9K +429 +17%
RWP
871
RWA Wealth Partners
Massachusetts
$275K
OCM
872
One Capital Management
California
$275K
IPW
873
Impact Partnership Wealth
Georgia
$273K -$4.56K -49 -2%
BAM
874
Blueshift Asset Management
New Jersey
$273K +$59.7K +642 +28%
EA
875
Everpar Advisors
Oklahoma
$272K -$3.72K -40 -1%