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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
426
HCR Wealth Advisors
California
$304K -$73.5K -4,725 -19%
WTC
427
WhitTier Trust Company
Nevada
$303K -$361K -23,205 -53%
CC
428
Centiva Capital
New York
$303K +$19.6K +1,260 +7%
TA
429
Tiedemann Advisors
New York
$301K -$14K -900 -4%
CWS
430
Cypress Wealth Services
California
$301K +$171K +10,980 +119%
Fiera Capital (Canada)
431
Fiera Capital (Canada)
Quebec, Canada
$298K -$175K -11,250 -36%
BPA
432
Beacon Pointe Advisors
California
$294K +$307K +19,725 New
GSWM
433
Golden State Wealth Management
California
$290K +$28.7K +1,845 +10%
AFP
434
Ausdal Financial Partners
Iowa
$289K +$95.7K +6,150 +52%
BRWM
435
B. Riley Wealth Management
Tennessee
$286K -$54.4K -3,495 -15%
FCI
436
Financial Counselors Inc
Kansas
$285K +$298K +19,140 New
LOAME
437
Lombard Odier Asset Management (Europe)
United Kingdom
$281K
EWM
438
Empirical Wealth Management
Washington
$280K -$5.84K -375 -2%
Truist Financial
439
Truist Financial
North Carolina
$280K +$93.4K +6,000 +47%
SBH
440
Segall Bryant & Hamill
Illinois
$279K -$23.3K -1,500 -7%
AMCA
441
Arthur M. Cohen & Associates
Illinois
$276K +$51.4K +3,300 +22%
Qube Research & Technologies (QRT)
442
Qube Research & Technologies (QRT)
United Kingdom
$275K +$288K +18,480 New
WCWM
443
Willow Creek Wealth Management
California
$272K
NWP
444
Northstar Wealth Partners
Connecticut
$270K +$17K +1,095 +6%
AR
445
Advisory Research
Illinois
$270K +$55.8K +3,585 +25%
CCM
446
Condor Capital Management
New Jersey
$270K +$282K +18,105 New
PAS
447
Partnervest Advisory Services
California
$268K +$51.8K +3,330 +23%
CAG
448
Crestwood Advisors Group
Massachusetts
$268K +$280K +18,015 New
FT
449
Fiduciary Trust
Massachusetts
$263K -$64.2K -4,125 -19%
CPO
450
Cerity Partners OCIO
New York
$263K +$104K +6,660 +61%