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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
Sendero Wealth Management
Texas
$846K -$5.2K -65 -0.6%
HUB Investment Partners
752
HUB Investment Partners
Texas
$842K +$48.6K +608 +6%
CIA
753
Citadel Investment Advisory
Ohio
$839K -$32K -400 -4%
Capital Investment Advisors
754
Capital Investment Advisors
Georgia
$838K -$77.7K -971 -9%
Dynamic Advisor Solutions
755
Dynamic Advisor Solutions
Arizona
$838K +$597K +7,471 +276%
HH
756
Hilltop Holdings
Texas
$834K -$41.3K -517 -5%
TD Private Client Wealth
757
TD Private Client Wealth
New York
$832K -$166K -2,079 -17%
MAM
758
Mystic Asset Management
Rhode Island
$831K +$1.04K +13 +0.1%
Apollon Wealth Management
759
Apollon Wealth Management
South Carolina
$831K +$207K +2,583 +34%
AAM
760
AR Asset Management
California
$823K – – –
Modern Wealth Management
761
Modern Wealth Management
Kansas
$822K +$8.48K +106 +1%
Mission Wealth Management
762
Mission Wealth Management
California
$821K -$142K -1,778 -15%
TAFW
763
Tred Avon Family Wealth
Maryland
$821K +$798K +9,974 New
Laird Norton Wetherby Wealth Management
764
Laird Norton Wetherby Wealth Management
California
$821K +$60K +750 +8%
GAMMA Investing
765
GAMMA Investing
California
$807K +$222K +2,780 +40%
CCIA
766
Cherry Creek Investment Advisors
Colorado
$802K +$4.96K +62 +0.6%
SIM
767
Studio Investment Management
Illinois
$796K +$182K +2,278 +31%
NAMP
768
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$795K – – –
FFO
769
Fiduciary Family Office
Florida
$791K +$146K +1,826 +23%
OA
770
Oxbow Advisors
Texas
$790K – – –
BA
771
Bristlecone Advisors
Washington
$790K -$155K -1,933 -17%
Foundations Investment Advisors
772
Foundations Investment Advisors
Arizona
$790K -$38.5K -481 -5%
Independent Financial Group
773
Independent Financial Group
California
$790K -$79.2K -990 -9%
IP
774
Intellectus Partners
California
$789K +$880 +11 +0.1%
Cullen/Frost Bankers
775
Cullen/Frost Bankers
Texas
$786K -$43.5K -544 -5%