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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
751
Edmond de Rothschild Holding
Switzerland
$790K -$14.1K -187 -2%
CCM
752
Coldstream Capital Management
Washington
$785K +$169K +2,249 +29%
SW
753
SlateStone Wealth
Florida
$782K
AAM
754
AR Asset Management
California
$781K
HWP
755
Hibernia Wealth Partners
Louisiana
$780K +$751K +9,988 New
FPAS
756
Focus Partners Advisor Solutions
Missouri
$778K +$189K +2,518 +34%
AO
757
Advisor OS
Illinois
$776K +$53.1K +706 +8%
BFM
758
Boston Financial Management
Massachusetts
$775K +$165K +2,192 +28%
DZ Bank
759
DZ Bank
Germany
$774K -$407K -5,419 -35%
KPWS
760
Kestra Private Wealth Services
Texas
$769K -$38.7K -515 -5%
BRWA
761
B. Riley Wealth Advisors
Florida
$768K -$75.8K -1,008 -9%
IAN
762
Integrated Advisors Network
Texas
$759K -$7.82K -104 -1%
MSS
763
Mitchell Sinkler & Starr
Pennsylvania
$759K +$34.9K +464 +5%
LCM
764
Landscape Capital Management
New Jersey
$754K +$726K +9,660 New
NAMP
765
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$753K -$11.3K -150 -2%
MA
766
Mutual Advisors
Nebraska
$753K -$67.4K -897 -8%
PAG
767
Powers Advisory Group
Illinois
$750K +$3.53K +47 +0.5%
OA
768
Oxbow Advisors
Texas
$749K
MAS
769
Meeder Advisory Services
Ohio
$745K -$21.3K -283 -3%
CWM
770
Cornerstone Wealth Management
Missouri
$745K +$24.9K +331 +4%
SFSG
771
Sound Financial Strategies Group
Mississippi
$743K +$22K +293 +3%
NIM
772
Northeast Investment Management
Massachusetts
$742K
HAG
773
HighPoint Advisor Group
Illinois
$742K -$61.7K -821 -8%
IPW
774
Impact Partnership Wealth
Georgia
$742K +$827 +11 +0.1%
KIA
775
KCM Investment Advisors
California
$740K -$108K -1,431 -13%