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Name Holding Trade Value Shares
Change
Change in
Stake
SWIG
451
Strategic Wealth Investment Group
Kentucky
$548K +$426K +19,635 New
LWPC
452
Legacy Wealth Partners (California)
California
$547K +$242K +11,160 New
CAM
453
Claret Asset Management
Quebec, Canada
$545K -$651 -30 -0.2%
WA
454
Wealth Architects
California
$543K +$50.1K +2,310 +13%
WP
455
WMS Partners
Maryland
$541K -$64.1K -2,955 -13%
MWPCG
456
Measured Wealth Private Client Group
New Hampshire
$540K +$420K +19,380 New
FWM
457
FSA Wealth Management
Massachusetts
$537K +$417K +19,245 New
AIS
458
American Investment Services
Massachusetts
$537K +$418K +19,260 New
AMCA
459
Arthur M. Cohen & Associates
Illinois
$534K -$13.3K -615 -3%
WS
460
Wedbush Securities
California
$530K -$417K -19,215 -50%
LOAME
461
Lombard Odier Asset Management (Europe)
United Kingdom
$526K
CAMG
462
CWA Asset Management Group
Florida
$526K +$409K +18,870 New
LSA
463
L & S Advisors
California
$523K +$48.8K +2,250 +14%
PIMG
464
Patriot Investment Management Group
Tennessee
$516K +$18.9K +870 +5%
LCAM
465
London & Capital Asset Management
United Kingdom
$515K +$32.5K +1,500 +9%
CCP
466
Corient Capital Partners
California
$514K +$51.7K +2,385 +15%
CCM
467
Coldstream Capital Management
Washington
$512K -$287K -13,230 -42%
WTC
468
WhitTier Trust Company
Nevada
$506K -$46.9K -2,160 -11%
CCM
469
Condor Capital Management
New Jersey
$505K
Fiera Capital (Canada)
470
Fiera Capital (Canada)
Quebec, Canada
$502K
AF
471
Allworth Financial
California
$500K +$71.6K +3,300 +23%
LWAC
472
Laurel Wealth Advisors (California)
California
$497K +$189K +8,730 +67%
MA
473
Mutual Advisors
Nebraska
$497K +$387K +17,820 New
BAMF
474
BI Asset Management Fondsmaeglerselskab
Denmark
$495K -$213K -9,825 -36%
AWE
475
Avidian Wealth Enterprises
Texas
$492K -$244K -11,250 -39%