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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1001
Crestwood Advisors Group
Massachusetts
$308K +$11K +71 +4%
SW
1002
SteelPeak Wealth
California
$308K -$99.6K -642 -25%
MMA
1003
Miracle Mile Advisors
California
$307K +$92K +593 +44%
SFG
1004
Stonebridge Financial Group
California
$307K +$301K +1,937 New
WFA
1005
WestHill Financial Advisors
California
$305K -$931 -6 -0.3%
PWG
1006
Portside Wealth Group
Utah
$305K +$17.7K +114 +6%
LAM
1007
L2 Asset Management
Massachusetts
$304K -$427K -2,753 -59%
UB
1008
UMB Bank
Missouri
$303K -$16.1K -104 -5%
WAAG
1009
Wealth Alliance Advisory Group
Kansas
$303K +$776 +5 +0.3%
SCM
1010
Saba Capital Management
New York
$303K +$296K +1,908 New
JCM
1011
J2 Capital Management
Michigan
$302K -$123K -796 -30%
CFM
1012
Catalyst Funds Management
Australia
$301K +$295K +1,900 New
JIC
1013
Johnson Investment Counsel
Ohio
$300K +$14.6K +94 +5%
AO
1014
Advisor OS
Illinois
$299K +$18.9K +122 +7%
SC
1015
Syon Capital
California
$299K +$20.9K +135 +8%
GCM
1016
Gables Capital Management
Florida
$297K – – –
AFP
1017
Ausdal Financial Partners
Iowa
$296K +$60.5K +390 +26%
AWA
1018
Aaron Wealth Advisors
Illinois
$292K -$77.6K -500 -21%
Envestnet Portfolio Solutions
1019
Envestnet Portfolio Solutions
Illinois
$290K +$46.2K +298 +19%
LWM
1020
LeConte Wealth Management
Tennessee
$289K -$69.5K -448 -20%
GWM
1021
Geneos Wealth Management
Colorado
$287K +$159K +1,028 +131%
CIA
1022
Capital Investment Advisors
Georgia
$287K +$280K +1,808 New
SIS
1023
Sound Income Strategies
Florida
$287K +$127K +816 +82%
PWP
1024
Precedent Wealth Partners
Texas
$286K +$25.1K +162 +10%
BS
1025
Banco Santander
Spain
$286K +$280K +1,802 New