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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
776
Sendero Wealth Management
Texas
$840K -$23.4K -309 -3%
AAM
777
AR Asset Management
California
$836K
CCIA
778
Cherry Creek Investment Advisors
Colorado
$831K +$5K +66 +0.7%
KWM
779
Kingsview Wealth Management
Oregon
$829K -$56.2K -743 -7%
SC
780
Sapient Capital
Indiana
$828K -$1.89K -25 -0.3%
SIA
781
Strategic Investment Advisors
Michigan
$826K -$102K -1,344 -12%
OL
782
Odyssean LLC
Connecticut
$825K +$378K +4,989 +102%
PPW
783
Parcion Private Wealth
Washington
$824K +$149K +1,969 +25%
CP
784
CenterBook Partners
Connecticut
$820K -$2.58M -34,111 -78%
IPW
785
Impact Partnership Wealth
Georgia
$820K +$743K +9,814 New
ECM
786
Evergreen Capital Management
Washington
$815K -$83.9K -1,108 -10%
CA
787
CoreCap Advisors
Michigan
$811K +$68.7K +908 +10%
HTC
788
Haverford Trust Company
Pennsylvania
$811K -$61.4K -811 -8%
AIP
789
Ameritas Investment Partners
Nebraska
$808K -$17.8K -235 -2%
CWM
790
Castle Wealth Management
Florida
$808K +$732K +9,663 New
MA
791
Montag & Associates
Georgia
$803K +$65.3K +862 +10%
OA
792
Oxbow Advisors
Texas
$802K
CIA
793
Capital Investment Advisors
Georgia
$802K +$14.9K +197 +2%
OWA
794
Outlook Wealth Advisors
Texas
$800K -$833 -11 -0.1%
WETS
795
Wealth Enhancement Trust Services
South Dakota
$799K +$17.8K +235 +3%
SC
796
Syon Capital
California
$795K +$205K +2,711 +40%
JIC
797
Johnson Investment Counsel
Ohio
$794K +$5.83K +77 +0.8%
MAM
798
Mystic Asset Management
Rhode Island
$793K -$8.55K -113 -1%
NIM
799
Northeast Investment Management
Massachusetts
$792K
SL
800
Summitry LLC
California
$789K -$22.9K -302 -3%