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Name Holding Trade Value Shares
Change
Change in
Stake
MAA
551
Mraz Amerine & Associates
California
$747K
OWD
552
Osborn Williams & Donohoe
Ohio
$742K -$56.5K -630 -8%
MC
553
Machina Capital
France
$732K -$872K -9,729 -57%
NP
554
NorthRock Partners
Minnesota
$731K +$301K +3,363 +85%
MWM
555
Mission Wealth Management
California
$725K +$35.9K +400 +6%
CCM
556
Cadence Capital Management
Massachusetts
$723K -$52.8K -589 -8%
BRWA
557
B. Riley Wealth Advisors
Florida
$720K +$283K +3,159 +78%
BC
558
Blackhill Capital
New Jersey
$718K
CI
559
Cigna Investments
Connecticut
$714K -$1.51M -16,864 -66%
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$700K -$5.56K -62 -0.9%
FA
561
FDx Advisors
Illinois
$700K +$128K +1,428 +26%
PFPT
562
Pinnacle Financial Partners (Tennessee)
Tennessee
$686K
ATWA
563
Arbor Trust Wealth Advisors
Michigan
$678K +$610K +6,806 New
TCM
564
Twin Capital Management
Pennsylvania
$677K -$885K -9,870 -59%
GAM
565
Griffin Asset Management
New York
$670K +$603K +6,722 New
CAN
566
Cetera Advisor Networks
California
$662K +$45.4K +506 +8%
HR
567
Howe & Rusling
New York
$659K
DIA
568
Dana Investment Advisors
Wisconsin
$658K +$592K +6,603 New
ASN
569
Advisory Services Network
Georgia
$656K -$28.2K -315 -5%
ST
570
Sabal Trust
Florida
$645K +$359 +4 +0.1%
WP
571
WealthShield Partners
North Carolina
$636K +$68.9K +769 +14%
SW
572
SteelPeak Wealth
California
$632K +$569K +6,344 New
DCM
573
Dupont Capital Management
Delaware
$626K +$146K +1,627 +35%
PA
574
Profund Advisors
Maryland
$621K +$12.4K +138 +2%
AP
575
Appleton Partners
Massachusetts
$614K -$14.4K -161 -3%