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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
426
Partnervest Advisory Services
California
$302K +$12.2K +780 +4%
SBH
427
Segall Bryant & Hamill
Illinois
$300K
LWM
428
Liberty Wealth Management
California
$299K +$58.7K +3,750 +25%
BRWM
429
B. Riley Wealth Management
Tennessee
$297K -$11.3K -720 -4%
WCWM
430
Willow Creek Wealth Management
California
$293K
CAG
431
Crestwood Advisors Group
Massachusetts
$292K +$2.35K +150 +0.8%
CCM
432
Condor Capital Management
New Jersey
$291K
AFP
433
Ausdal Financial Partners
Iowa
$291K +$3.52K +225 +1%
ECM
434
ExodusPoint Capital Management
New York
$289K -$861K -55,005 -75%
Fiera Capital (Canada)
435
Fiera Capital (Canada)
Quebec, Canada
$289K -$31.2K -1,995 -10%
TC
436
TownSquare Capital
Utah
$285K +$199K +12,720 New
CCM
437
Covington Capital Management
California
$284K +$39K +2,490 +16%
CPO
438
Cerity Partners OCIO
New York
$283K
PWP
439
Principle Wealth Partners
Connecticut
$282K +$23.5K +1,500 +9%
Qube Research & Technologies (QRT)
440
Qube Research & Technologies (QRT)
United Kingdom
$279K -$17.4K -1,110 -6%
WA
441
Wealth Architects
California
$276K -$6.81K -435 -2%
NFG
442
Next Financial Group
Texas
$276K -$3.99K -255 -1%
PCMC
443
Private Capital Management (Colorado)
Colorado
$274K
LCAM
444
London & Capital Asset Management
United Kingdom
$272K +$265K +16,950 New
AWE
445
Avidian Wealth Enterprises
Texas
$271K +$188K +12,000 +71%
PIMG
446
Patriot Investment Management Group
Tennessee
$270K +$54.5K +3,480 +25%
CHAM
447
Clear Harbor Asset Management
Connecticut
$270K +$263K +16,800 New
SRC
448
Shufro Rose & Co
New York
$269K
Rockefeller Capital Management
449
Rockefeller Capital Management
New York
$269K +$2.35K +150 +0.9%
SCA
450
Snowden Capital Advisors
New York
$266K +$46K +2,940 +22%