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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
126
Buckingham Strategic Wealth
Missouri
$144K
MCM
127
MAI Capital Management
Ohio
$143K
CCP
128
Corient Capital Partners
California
$140K
LWA
129
Lenox Wealth Advisors
New York
$139K +$107K +19,471 +336%
FIM
130
Frontier Investment Management
Texas
$137K
TAM
131
Tocqueville Asset Management
New York
$130K -$27.4K -4,970 -17%
WA
132
Wealth Architects
California
$128K
Brown Advisory
133
Brown Advisory
Maryland
$125K +$28.5K +5,168 +29%
DADC
134
D.A. Davidson & Co
Montana
$121K
WAM
135
Wealthspire Advisors (Maryland)
Maryland
$120K -$19.6K -3,550 -14%
CCA
136
Checchi Capital Advisers
California
$119K -$4.55K -826 -4%
SYBT
137
Stock Yards Bank & Trust
Kentucky
$118K +$11.2K +2,032 +10%
QCG
138
Quadrant Capital Group
Ohio
$106K
IFAM
139
Institutional & Family Asset Management
Colorado
$104K +$105K +18,975 New
AWA
140
Arete Wealth Advisors
Illinois
$100K -$8.66K -1,571 -8%
SP
141
SWS Partners
Ohio
$100K -$4.07K -738 -4%
LSAG
142
Lake Street Advisors Group
New Hampshire
$96K +$95.8K +17,395 New
ACA
143
Atlas Capital Advisors
Wyoming
$94.8K +$94.9K +17,220 New
GCA
144
Gideon Capital Advisors
New York
$93K -$37.2K -6,751 -28%
VF
145
Virtu Financial
New York
$92K -$167K -30,383 -65%
LWCFA
146
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$92K -$16.5K -2,995 -15%
S
147
SignatureFD
Georgia
$92K +$22.2K +4,036 +32%
TH
148
Timber Hill
Connecticut
$91K -$4.07K -738 -4%
FIMG
149
Financial & Investment Management Group
Michigan
$90K
BP
150
Ballentine Partners
Massachusetts
$87K +$1.2K +217 +1%