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Name Holding Trade Value Shares
Change
Change in
Stake
HPM
201
Hudson Portfolio Management
New York
$907K -$3.22K -17 -0.3%
FRA
202
Frank Rimerman Advisors
California
$858K -$516K -2,725 -35%
SPC
203
Spirepoint Private Client
Florida
$842K
PA
204
Parallel Advisors
California
$828K +$3.98K +21 +0.4%
IRP
205
Investment Research Partners
Pennsylvania
$808K +$174K +919 +24%
WIA
206
Wealthedge Investment Advisors
New York
$796K +$253K +1,337 +39%
PFS
207
Physicians Financial Services
North Carolina
$795K -$4.74K -25 -0.5%
WG
208
Wealth Group
North Carolina
$795K +$477K +2,517 +114%
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$789K +$3.79K +20 +0.4%
TNA
210
True North Advisors
Texas
$773K +$220K +1,161 +34%
SIC
211
Salem Investment Counselors
North Carolina
$768K
CFG
212
CKW Financial Group
Hawaii
$768K +$379 +2 +0%
BWM
213
BigSur Wealth Management
Florida
$753K
MGIA
214
Moneta Group Investment Advisors
Missouri
$745K +$58.9K +311 +8%
BPA
215
Beacon Pointe Advisors
California
$745K -$404K -2,133 -33%
HCA
216
Harbour Capital Advisors
Virginia
$745K +$134K +705 +20%
GRP
217
Global Retirement Partners
California
$744K +$836K +4,416 New
IAA
218
Independent Advisor Alliance
North Carolina
$736K -$59.3K -313 -7%
IB
219
Intrust Bank
Kansas
$733K -$138K -727 -14%
Fiera Capital (Canada)
220
Fiera Capital (Canada)
Quebec, Canada
$724K +$119K +629 +17%
EF
221
Empowered Funds
Pennsylvania
$724K +$414K +2,184 +103%
Lido Advisors
222
Lido Advisors
California
$716K -$126K -667 -14%
AWM
223
Axxcess Wealth Management
California
$708K +$797K +4,205 New
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$705K -$30.7K -162 -4%
ASN
225
Advisory Services Network
Georgia
$705K +$403K +2,130 +104%