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Name Holding Trade Value Shares
Change
Change in
Stake
PA
701
Parallel Advisors
California
$823K +$118K +730 +15%
OBAM
702
ODDO BHF Asset Management
France
$822K -$549K -3,394 -38%
HH
703
Hilltop Holdings
Texas
$819K +$167K +1,033 +23%
BIG
704
Brooklyn Investment Group
New York
$812K +$305K +1,884 +54%
TCM
705
Twin Capital Management
Pennsylvania
$798K +$859K +5,310 New
QIM
706
Quest Investment Management
Oregon
$796K -$83.2K -514 -9%
WAM
707
Worth Asset Management
Texas
$794K +$854K +5,279 New
EFT
708
Envision Financial Transparency
North Carolina
$781K +$840K +5,192 New
RIA
709
Realta Investment Advisors
Delaware
$780K +$29.1K +180 +4%
BCV
710
Banque Cantonale Vaudoise
Switzerland
$776K +$766K +4,734 +1,111%
OFP
711
OFC Financial Planning
New Jersey
$774K – – –
HIA
712
Harbor Investment Advisory
Maryland
$770K +$315K +1,945 +61%
EWM
713
EPG Wealth Management
Georgia
$766K +$825K +5,099 New
ACM
714
Advisors Capital Management
New Jersey
$761K -$52K -321 -6%
PWA
715
Prairie Wealth Advisors
Nebraska
$759K – – –
Bessemer Group
716
Bessemer Group
New Jersey
$755K +$211K +1,301 +35%
WPC
717
Wedmont Private Capital
Pennsylvania
$750K +$63.6K +393 +9%
CS
718
Candriam SCA
Luxembourg
$748K +$22.7K +140 +3%
ABLA
719
Alan B. Lancz & Associates
Ohio
$745K – – –
GWMR
720
GC Wealth Management RIA
Massachusetts
$743K +$45.2K +279 +6%
CD
721
Chapin Davis
Maryland
$739K – – –
MA
722
Mutual Advisors
Nebraska
$735K -$1.24M -7,641 -61%
TIA
723
Trust Investment Advisors
Indiana
$735K -$24.8K -153 -3%
PI
724
PFG Investments
New York
$735K +$536K +3,310 +210%
CWM
725
Calamos Wealth Management
Illinois
$732K +$74.1K +458 +10%