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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Cache Advisors
California
$967K – – –
PL
602
Perpetual Ltd
Australia
$966K +$981K +4,027 New
CCM
603
Coldstream Capital Management
Washington
$965K +$186K +763 +23%
BJL
604
Brighton Jones LLC
Washington
$957K +$2.92K +12 +0.3%
CW
605
CreativeOne Wealth
Kansas
$954K -$30.2K -124 -3%
FFS
606
Founders Financial Securities
Maryland
$946K +$9.74K +40 +1%
IWC
607
Integrated Wealth Concepts
Massachusetts
$937K +$450K +1,849 +90%
CWM
608
Congress Wealth Management
Massachusetts
$934K +$89.9K +369 +10%
TPCW
609
TD Private Client Wealth
New York
$929K -$192K -787 -17%
WPW
610
Waldron Private Wealth
Pennsylvania
$929K -$17.5K -72 -2%
HW
611
Hancock Whitney
Mississippi
$921K +$935K +3,837 New
1CP
612
17 Capital Partners
Arizona
$918K +$236K +970 +34%
CAMG
613
CWA Asset Management Group
Florida
$918K -$46.3K -190 -5%
BF
614
BOK Financial
Oklahoma
$903K -$240K -986 -21%
WA
615
Wealth Alliance
New York
$896K +$39.2K +161 +5%
STA
616
Summit Trail Advisors
New York
$893K +$71.1K +292 +9%
VT
617
Vise Technologies
New York
$890K +$903K +3,707 New
ASN
618
Advisory Services Network
Georgia
$887K +$689K +2,828 +272%
AWA
619
Arkadios Wealth Advisors
Georgia
$886K +$77.2K +317 +9%
BOSSRA
620
B.O.S.S. Retirement Advisors
Utah
$881K -$64.6K -265 -7%
DWAM
621
Duncan Williams Asset Management
Tennessee
$879K +$124K +510 +16%
IG
622
ING Group
Netherlands
$876K -$2.9M -11,916 -77%
BBHC
623
Brown Brothers Harriman & Co
New York
$873K +$147K +602 +20%
DWM
624
Dakota Wealth Management
Florida
$870K -$17.1K -70 -2%
DAS
625
Diversify Advisory Services
Utah
$868K -$158K -649 -14%
23 24
25
26 27