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Name Holding Trade Value Shares
Change
Change in
Stake
SW
151
SVB Wealth
Massachusetts
$540K +$178K +1,276 +57%
CFB
152
Cullen/Frost Bankers
Texas
$532K -$5.31K -38 -1%
BP
153
Ballentine Partners
Massachusetts
$520K +$2.24K +16 +0.5%
CAN
154
Cetera Advisor Networks
California
$518K -$40.4K -289 -8%
PFS
155
Physicians Financial Services
North Carolina
$515K -$14K -100 -3%
CWP
156
Curated Wealth Partners
California
$509K +$460K +3,292 New
AWM
157
Altium Wealth Management
New York
$505K +$13.3K +95 +3%
ECM
158
Evergreen Capital Management
Washington
$498K +$94.9K +679 +27%
RWM
159
Ritholtz Wealth Management
New York
$492K +$70.9K +507 +19%
SBH
160
Segall Bryant & Hamill
Illinois
$489K
BCI
161
Brinker Capital Investments
Pennsylvania
$484K -$497K -3,554 -53%
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$483K +$437K +3,123 New
PCG
163
Private Capital Group
Connecticut
$478K +$77.3K +553 +22%
KOMWMG
164
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$465K +$7.83K +56 +2%
FTUS
165
Flow Traders U.S.
New York
$459K +$415K +2,969 New
1WA
166
180 Wealth Advisors
Washington
$451K +$62.2K +445 +17%
W
167
WealthStone
Ohio
$446K +$21.9K +157 +6%
CICI
168
Capital Investment Counsel Inc
North Carolina
$441K -$119K -850 -23%
WIA
169
Wealthstreet Investment Advisors
Texas
$434K
SI
170
Stephens Inc
Arkansas
$430K -$12.2K -87 -3%
Mirae Asset Global Investments
171
Mirae Asset Global Investments
South Korea
$425K -$17.2K -123 -4%
EAM
172
Eagle Asset Management
Florida
$421K -$684K -4,894 -64%
AssetMark Inc
173
AssetMark Inc
California
$409K -$53.4K -382 -13%
WA
174
Wealth Alliance
New York
$407K +$367K +2,628 New
WCM
175
Weld Capital Management
New York
$407K +$368K +2,633 New