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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
AE Wealth Management
Kansas
$817K +$350K +1,959 +74%
BF
152
BOK Financial
Oklahoma
$809K +$813K +4,552 New
CCP
153
Corient Capital Partners
California
$806K +$165K +923 +26%
HCM
154
Hodges Capital Management
Texas
$790K -$692K -3,879 -47%
AF
155
Apexium Financial
Texas
$768K +$771K +4,322 New
CFG
156
CKW Financial Group
Hawaii
$753K
Franklin Resources
157
Franklin Resources
California
$748K +$8.21K +46 +1%
CAM
158
CenterStar Asset Management
Illinois
$735K
ECM
159
Evergreen Capital Management
Washington
$728K -$96K -538 -12%
RC
160
RegentAtlantic Capital
New Jersey
$718K -$48.7K -273 -6%
BTW
161
Boston Trust Walden
Massachusetts
$690K
IWA
162
Intercontinental Wealth Advisors
Texas
$683K -$29.6K -166 -4%
ECM
163
ExodusPoint Capital Management
New York
$675K +$428K +2,395 +170%
VF
164
Virtu Financial
New York
$655K +$658K +3,685 New
HWA
165
HHM Wealth Advisors
Tennessee
$644K
WA
166
Wealth Alliance
New York
$643K +$18.9K +106 +3%
DWT
167
Dorsey & Whitney Trust
South Dakota
$638K +$4.82K +27 +0.8%
PFS
168
Physicians Financial Services
North Carolina
$610K
AAM
169
Advisors Asset Management
Colorado
$593K +$76.2K +427 +15%
BPA
170
Beacon Pointe Advisors
California
$589K +$116K +648 +24%
1WA
171
180 Wealth Advisors
Washington
$580K +$4.28K +24 +0.7%
FIM
172
Freedom Investment Management
Connecticut
$572K +$574K +3,217 New
SBH
173
Segall Bryant & Hamill
Illinois
$563K
Allianz Asset Management
174
Allianz Asset Management
Germany
$537K -$16.1K -90 -3%
CG
175
Caprock Group
Idaho
$533K +$17.9K +100 +3%