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Name Holding Trade Value Shares
Change
Change in
Stake
PA
651
Parallel Advisors
California
$668K +$22.2K +78 +3%
BF
652
BOK Financial
Oklahoma
$667K +$630K +2,214 +946%
GT
653
Greenleaf Trust
Michigan
$666K +$94.5K +332 +16%
WAP
654
Wealthcare Advisory Partners
Pennsylvania
$663K +$1.99K +7 +0.3%
KA
655
Kozak & Associates
Colorado
$661K
AC
656
AXQ Capital
New Jersey
$655K +$399K +1,400 +140%
Bessemer Group
657
Bessemer Group
New Jersey
$654K +$80.6K +283 +13%
KPWS
658
Kestra Private Wealth Services
Texas
$649K +$43K +151 +7%
FCBT
659
First Citizens Bank & Trust
North Carolina
$648K +$676K +2,376 New
FFS
660
Founders Financial Securities
Maryland
$646K +$158K +555 +31%
CWM
661
Congress Wealth Management
Massachusetts
$637K +$193K +677 +41%
OWMIAS
662
One Wealth Management Investment & Advisory Services
Florida
$629K +$54.4K +191 +9%
HIM
663
Hillsdale Investment Management
Ontario, Canada
$629K -$14.2K -50 -2%
VSQM
664
V-Square Quantitative Management
Illinois
$629K
HI
665
Horizon Investments
North Carolina
$628K +$145K +511 +28%
FAIM
666
Financial Advocates Investment Management
Washington
$628K +$136K +479 +26%
DWM
667
Dakota Wealth Management
Florida
$625K +$307K +1,079 +89%
CCM
668
Coldstream Capital Management
Washington
$622K +$153K +538 +31%
PFS
669
Prospera Financial Services
Texas
$622K +$167K +585 +35%
ARC
670
Advisor Resource Council
Texas
$620K -$1.48M -5,183 -70%
MGIA
671
Moneta Group Investment Advisors
Missouri
$619K +$104K +367 +19%
SFA
672
Sequoia Financial Advisors
Ohio
$619K -$154K -540 -19%
FCFC
673
First Commonwealth Financial Corp
Pennsylvania
$615K +$642K +2,255 New
GL
674
Graypoint LLC
New York
$608K +$6.26K +22 +1%
AAM
675
Advisors Asset Management
Colorado
$608K -$248K -872 -28%