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Name Holding Trade Value Shares
Change
Change in
Stake
CA
576
Cache Advisors
California
$970K
PL
577
Perpetual Ltd
Australia
$969K
CG
578
Caprock Group
Idaho
$966K +$968K +4,185 New
1CP
579
17 Capital Partners
Arizona
$960K +$38.2K +165 +4%
GWMR
580
GC Wealth Management RIA
Massachusetts
$956K +$511K +2,210 +125%
WPW
581
Waldron Private Wealth
Pennsylvania
$946K +$13.6K +59 +2%
QCG
582
Quadrant Capital Group
Ohio
$942K +$272K +1,176 +43%
DIM
583
Delta Investment Management
California
$934K -$3.39M -14,655 -79%
GAM
584
Groupama Asset Management
France
$929K -$1.15M -4,980 -56%
CCM
585
Coldstream Capital Management
Washington
$929K -$37.7K -163 -4%
LCGC
586
Legacy Capital Group California
California
$928K +$891K +3,853 New
VIM
587
VELA Investment Management
Ohio
$923K +$206K +892 +30%
CW
588
CreativeOne Wealth
Kansas
$917K -$38.4K -166 -4%
AP
589
Americana Partners
Texas
$913K -$172K -745 -16%
EAM
590
Evanson Asset Management
California
$911K +$206K +893 +31%
DWAM
591
Duncan Williams Asset Management
Tennessee
$909K +$25.7K +111 +3%
AssetMark Inc
592
AssetMark Inc
California
$895K -$8.3M -35,897 -91%
DAS
593
Diversify Advisory Services
Utah
$887K -$71.7K -310 -8%
AAM
594
Advisors Asset Management
Colorado
$883K +$372K +1,611 +78%
IWC
595
Integrated Wealth Concepts
Massachusetts
$878K -$59.7K -258 -7%
WW
596
Waterfront Wealth
Kansas
$875K +$829K +3,587 New
MMCM
597
Murphy & Mullick Capital Management
New York
$870K
FPAS
598
Focus Partners Advisor Solutions
Missouri
$866K +$183K +792 +27%
NL
599
NVWM LLC
Pennsylvania
$853K +$13.4K +58 +2%
TCA
600
Transcend Capital Advisors
New Jersey
$839K +$89.7K +388 +13%