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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
726
Laird Norton Wetherby Wealth Management
California
$809K +$61.2K +309 +8%
EFG
727
Everhart Financial Group
Ohio
$806K +$43.2K +218 +6%
TGIA
728
Torrey Growth & Income Advisors
California
$803K +$812K +4,100 New
NP
729
NorthRock Partners
Minnesota
$803K +$191K +964 +31%
HIP
730
Harrell Investment Partners
Texas
$801K +$396 +2 +0%
WWM
731
Whalen Wealth Management
Nevada
$799K +$808K +4,080 New
JF
732
Jump Financial
Illinois
$791K -$690K -3,481 -46%
SRL
733
Scientech Research LLC
New Jersey
$789K +$366K +1,849 +85%
BHPW
734
Beverly Hills Private Wealth
California
$783K -$84.2K -425 -10%
UB
735
Umpqua Bank
Oregon
$780K -$1.78K -9 -0.2%
HI
736
Harbour Investments
Wisconsin
$776K +$37.3K +188 +5%
DA
737
Doliver Advisors
Texas
$776K -$67K -338 -8%
WMWM
738
Whitaker-Myers Wealth Managers
Ohio
$775K +$784K +3,955 New
DS
739
DRW Securities
Illinois
$772K -$3.39M -17,117 -81%
CCA
740
Checchi Capital Advisers
California
$763K -$66.6K -336 -8%
CRI
741
Colonial River Investments
Virginia
$748K -$469K -2,369 -38%
TA
742
TrueWealth Advisors
Alabama
$747K -$20.4K -103 -3%
BPA
743
Beacon Pointe Advisors
California
$745K -$20.4K -103 -3%
BCM
744
Brookstone Capital Management
Illinois
$739K -$173K -871 -19%
MGIA
745
Moneta Group Investment Advisors
Missouri
$738K +$22.6K +114 +3%
GCM
746
Graham Capital Management
Connecticut
$735K +$743K +3,750 New
1WA
747
180 Wealth Advisors
Washington
$729K -$123K -620 -14%
KFA
748
Kelleher Financial Advisors
New York
$729K +$188K +950 +34%
SAM
749
Shell Asset Management
Netherlands
$725K -$2.27M -11,460 -76%
FHA
750
Flagship Harbor Advisors
Massachusetts
$715K +$5.55K +28 +0.8%