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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
276
Integrated Wealth Concepts
Massachusetts
$407K +$859 +5 +0.2%
CIS
277
Custom Index Systems
New York
$405K +$172K +1,003 +80%
AWE
278
Avidian Wealth Enterprises
Texas
$404K +$687 +4 +0.2%
QPWM
279
Quadrant Private Wealth Management
Pennsylvania
$403K +$172 +1 +0%
SAM
280
Shell Asset Management
Netherlands
$399K +$383K +2,228 New
DC
281
Davenport & Co
Virginia
$395K
ACA
282
Atlas Capital Advisors
Wyoming
$385K -$30.6K -178 -8%
CL
283
Choreo LLC
Illinois
$381K +$100K +583 +37%
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$376K -$143K -834 -28%
SAM
285
Securian Asset Management
Minnesota
$368K +$17.2K +100 +5%
FSG
286
Financial Strategies Group
Michigan
$361K +$371K +2,159 New
CAG
287
Crestwood Advisors Group
Massachusetts
$358K +$515 +3 +0.2%
CPBTD
288
Central Pacific Bank - Trust Division
Hawaii
$358K
ECM
289
EMC Capital Management
Texas
$351K
VA
290
Vident Advisory
Georgia
$350K +$41.7K +243 +14%
DWT
291
Dorsey & Whitney Trust
South Dakota
$348K +$12.4K +72 +4%
APG
292
Abacus Planning Group
South Carolina
$335K
HAG
293
HighPoint Advisor Group
Illinois
$333K -$172 -1 -0%
FB
294
Fulton Bank
Pennsylvania
$328K +$36.9K +215 +13%
FHB
295
First Hawaiian Bank
Hawaii
$323K +$27K +157 +10%
PL
296
Perpetual Ltd
Australia
$322K
ZIMP
297
Zimmermann Investment Management & Planning
Pennsylvania
$313K -$426K -2,482 -59%
Vontobel Holding
298
Vontobel Holding
Switzerland
$313K +$301K +1,752 New
TI
299
Tidal Investments
Wisconsin
$306K -$90.7K -528 -24%
KI
300
Kapitalo Investimentos
Brazil
$306K +$28K +163 +11%