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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
776
Spire Wealth Management
Virginia
$330K +$335K +2,657 New
BUB
777
BBVA USA Bancshares
Texas
$327K +$26.8K +213 +9%
GVAG
778
Great Valley Advisor Group
Delaware
$326K +$53.4K +424 +19%
NIMI
779
Natixis Investment Managers International
France
$321K -$13.4K -106 -4%
RA
780
RFG Advisory
Alabama
$318K +$320K +2,541 New
UB
781
UMB Bank
Missouri
$317K +$5.29K +42 +2%
APA
782
American Portfolios Advisors
New York
$316K -$56.8K -451 -15%
RWA
783
River Wealth Advisors
Pennsylvania
$314K +$60.5K +480 +24%
SVCP
784
Silicon Valley Capital Partners
California
$313K
CAG
785
Csenge Advisory Group
Florida
$313K +$27.7K +220 +10%
SC
786
Savant Capital
Illinois
$309K +$19.7K +156 +7%
LOAMS
787
Lombard Odier Asset Management (Switzerland)
Switzerland
$309K +$311K +2,465 New
DWM
788
Defined Wealth Management
Oregon
$307K
PWMG
789
Prestige Wealth Management Group
New Jersey
$302K -$28.5K -226 -9%
KeyBank National Association
790
KeyBank National Association
Ohio
$299K -$123K -978 -29%
IFWM
791
Institute for Wealth Management
Colorado
$295K +$20.2K +160 +7%
MHS
792
M Holdings Securities
Oregon
$295K +$297K +2,357 New
HSA
793
HBK Sorce Advisory
Pennsylvania
$294K -$2.52K -20 -0.8%
GWM
794
Geneos Wealth Management
Colorado
$291K +$11.2K +89 +4%
CI
795
CX Institutional
Indiana
$290K -$2.51M -19,885 -90%
FCH
796
Freestone Capital Holdings
Washington
$290K -$571K -4,529 -66%
CC
797
Courier Capital
New York
$290K
B
798
Barings
North Carolina
$288K -$109K -862 -27%
RCAG
799
Rehmann Capital Advisory Group
Michigan
$287K -$34.3K -272 -11%
GA
800
Geller Advisors
New York
$279K +$115K +912 +70%