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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$622K +$55.4K +1,048 +9%
HVIA
102
Hudson Valley Investment Advisors
New York
$619K
HH
103
Hilltop Holdings
Texas
$612K +$59.8K +1,131 +11%
WS
104
Wedbush Securities
California
$600K +$49.3K +932 +9%
BWP
105
Baldwin Wealth Partners
Massachusetts
$584K
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$581K -$26.4K -499 -4%
IAIM
107
International Assets Investment Management
Florida
$572K +$19.8K +374 +4%
CAM
108
Cresset Asset Management
Illinois
$571K +$217K +4,109 +59%
CG
109
Caprock Group
Idaho
$569K +$585K +11,064 New
Brown Advisory
110
Brown Advisory
Maryland
$564K
XF
111
XML Financial
Maryland
$558K -$186K -3,525 -25%
MEAC
112
M.E. Allison & Co
Texas
$542K +$557K +10,545 New
BRWA
113
B. Riley Wealth Advisors
Florida
$542K -$5.29K -100 -0.9%
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$528K +$72.5K +1,371 +15%
GCM
115
Greenland Capital Management
New York
$526K +$541K +10,230 New
CIS
116
Custom Index Systems
New York
$521K -$588K -11,125 -52%
IWM
117
IHT Wealth Management
Illinois
$518K +$23.7K +448 +5%
BAAM
118
Baker Avenue Asset Management
California
$514K
UPS
119
UHLMANN PRICE SECURITIES
Illinois
$503K -$15.3K -289 -3%
TWM
120
Tradition Wealth Management
Minnesota
$501K +$2.91K +55 +0.6%
KWM
121
Kingsview Wealth Management
Oregon
$487K +$13.3K +251 +3%
KACA
122
Kayne Anderson Capital Advisors
California
$485K
FCI
123
Financial Counselors Inc
Kansas
$481K
PA
124
PSI Advisors
Florida
$473K -$19.3K -365 -4%
DTC
125
Davidson Trust Company
Washington
$463K