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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
551
Quadcap Wealth Management
Texas
$836K +$16.4K +62 +2%
TG
552
TCW Group
California
$825K -$5.02K -19 -0.6%
GC
553
Gilbert & Cook
Iowa
$816K -$4.23K -16 -0.5%
ECM
554
Everence Capital Management
Indiana
$814K – – –
SOS
555
Silver Oak Securities
Tennessee
$814K -$44.2K -167 -5%
SC
556
Syon Capital
California
$798K +$37K +140 +5%
ECM
557
Evergreen Capital Management
Washington
$782K +$281K +1,063 +58%
KC
558
Kepler Cheuvreux
$781K +$44.4K +168 +6%
SAM
559
Secure Asset Management
Michigan
$767K – – –
AF
560
Allworth Financial
California
$761K -$84.9K -321 -10%
TC
561
TwinBeech Capital
New York
$755K +$740K +2,800 New
BWM
562
BAM Wealth Management
Colorado
$744K -$210K -794 -22%
ACA
563
Atlas Capital Advisors
Wyoming
$742K – – –
Loomis, Sayles & Company
564
Loomis, Sayles & Company
Massachusetts
$741K – – –
AFG
565
Atomi Financial Group
New York
$738K +$18.5K +70 +3%
BFA
566
Bill Few Associates
Pennsylvania
$735K +$96.5K +365 +15%
NED
567
Nancy E. Dempze
$728K -$66.1K -250 -8%
PS
568
Principal Securities
Iowa
$727K +$1.06K +4 +0.1%
CCG
569
Cypress Capital Group
Florida
$724K – – –
EH
570
Equitable Holdings
New York
$713K +$166K +626 +31%
SPIA
571
Steward Partners Investment Advisory
New York
$707K -$97.8K -370 -12%
BCI
572
Brinker Capital Investments
Pennsylvania
$704K +$288K +1,091 +72%
CCM
573
Coldstream Capital Management
Washington
$700K -$104K -393 -13%
SBCM
574
Schwerin Boyle Capital Management
Massachusetts
$700K -$20.6K -78 -3%
MAS
575
Meeder Advisory Services
Ohio
$698K +$30.7K +116 +5%