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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1101
MWA Asset Management
Massachusetts
$948K +$31.1K +250 +4%
AIA
1102
Angeles Investment Advisors
California
$941K +$49.8K +401 +6%
BCWM
1103
Bartlett & Co Wealth Management
Ohio
$938K -$108K -871 -11%
BJL
1104
Brighton Jones LLC
Washington
$936K +$325K +2,616 +61%
PIA
1105
Perennial Investment Advisors
California
$934K -$14.3K -115 -2%
TPI
1106
Trust Point Inc
Wisconsin
$928K +$7.33K +59 +0.9%
VA
1107
Vident Advisory
Georgia
$928K -$6.82M -54,927 -89%
MSAM
1108
Moloney Securities Asset Management
Missouri
$927K +$19.3K +155 +2%
PWM
1109
Perigon Wealth Management
California
$923K +$372K +2,995 +79%
WI
1110
Wintrust Investments
Illinois
$922K +$216K +1,737 +34%
UB
1111
UMB Bank
Missouri
$920K -$209K -1,684 -20%
BEI
1112
Benjamin Edwards Inc
Missouri
$920K +$314K +2,525 +60%
P
1113
&Partners
Tennessee
$920K +$825K +6,639 New
CBFP
1114
Cedar Brook Financial Partners
Ohio
$919K -$62.4K -502 -7%
HBWM
1115
Hollow Brook Wealth Management
New York
$917K – – –
SC
1116
Solstein Capital
California
$912K +$832K +6,701 New
S
1117
Sunpointe
Missouri
$911K +$199K +1,603 +32%
WB
1118
WesBanco Bank
West Virginia
$909K +$829K +6,678 New
HH
1119
Hilltop Holdings
Texas
$906K -$24.3K -196 -3%
FRM
1120
Fox Run Management
Connecticut
$901K -$962K -7,745 -54%
MWM
1121
Mission Wealth Management
California
$901K +$120K +963 +17%
RWB
1122
RMR Wealth Builders
New Jersey
$899K +$118K +949 +17%
BFG
1123
Beacon Financial Group
Texas
$895K -$20K -161 -2%
LGA
1124
Lebenthal Global Advisors
New York
$888K +$101K +815 +14%
FFS
1125
Founders Financial Securities
Maryland
$888K +$811K +6,527 New