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Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
776
Venture Visionary Partners
Ohio
$77.6M +$369K +1,593 +0.5%
SWM
777
SeaCrest Wealth Management
New York
$77.6M -$780K -3,368 -1%
MWM
778
Modern Wealth Management
Kansas
$77.6M +$8.57M +36,974 +12%
YIA
779
YHB Investment Advisors
Connecticut
$77.5M -$1.1M -4,733 -1%
CNAM
780
Campbell Newman Asset Management
Wisconsin
$77.2M -$2.78M -11,990 -3%
PIM
781
Plato Investment Management
Australia
$76.8M -$9.16M -39,539 -10%
WBC
782
Westpac Banking Corp
Australia
$76.7M -$10.7M -46,217 -12%
CCA
783
Cobblestone Capital Advisors
New York
$76.7M +$232 +1 +0%
AL
784
Aspiriant LLC
California
$76.5M +$10.3M +44,351 +15%
CHAM
785
Clear Harbor Asset Management
Connecticut
$76.5M -$318K -1,371 -0.4%
WAS
786
Wesleyan Assurance Society
United Kingdom
$76.3M +$14.1M +61,050 +22%
VCM
787
Voleon Capital Management
California
$76.1M -$4.31M -18,602 -5%
CWM
788
Cornerstone Wealth Management
Missouri
$76.1M -$1.52M -6,541 -2%
KFGK
789
Keystone Financial Group (Kentucky)
Kentucky
$76M -$3.32M -14,312 -4%
MC
790
Martin Currie
United Kingdom
$76M +$4.37M +18,855 +6%
USAA
791
United Services Automobile Association
Texas
$75.9M -$312K -1,346 -0.4%
SQA
792
Simon Quick Advisors
New Jersey
$75.4M +$11.1M +48,058 +16%
AUB
793
Atlantic Union Bankshares
Virginia
$75.1M -$1.79M -7,717 -2%
HSA
794
HBK Sorce Advisory
Pennsylvania
$75M +$947K +4,086 +1%
ANTB
795
AMG National Trust Bank
Colorado
$75M +$1.98M +8,545 +3%
HIA
796
Harbor Investment Advisory
Maryland
$74.8M -$1.62M -6,989 -2%
AFG
797
Atomi Financial Group
New York
$74.8M +$2.9M +12,532 +4%
MAS
798
Meeder Advisory Services
Ohio
$74.7M +$3.07M +13,230 +4%
CW
799
CreativeOne Wealth
Kansas
$74.7M +$9.17M +39,570 +13%
JAIC
800
Josh Arnold Investment Consultant
Minnesota
$74.7M -$590K -2,545 -0.8%
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