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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Advisor Solutions
626
Focus Partners Advisor Solutions
Missouri
$685K +$35.1K +106 +5%
SignatureFD
627
SignatureFD
Georgia
$684K +$50.3K +152 +8%
Modera Wealth Management
628
Modera Wealth Management
New Jersey
$663K +$19.9K +60 +3%
RI
629
Ridgewood Investments
New Jersey
$662K – – –
TIM
630
Thompson Investment Management
Wisconsin
$648K – – –
TA
631
Townsend & Associates
Colorado
$644K – – –
PWPS
632
Pinnacle Wealth Planning Services
Ohio
$641K +$35.1K +106 +6%
UMB Bank
633
UMB Bank
Missouri
$639K -$93.3K -282 -13%
Wedmont Private Capital
634
Wedmont Private Capital
Pennsylvania
$635K +$36.7K +111 +6%
PMFA
635
Plante Moran Financial Advisors
Michigan
$632K +$4.96K +15 +0.8%
FBFS
636
First Business Financial Services
Wisconsin
$625K +$2.32K +7 +0.4%
Credit Agricole
637
Credit Agricole
France
$619K +$631K +1,908 New
LAM
638
Lountzis Asset Management
Pennsylvania
$616K – – –
RW
639
Rede Wealth
Virginia
$615K – – –
AWAU
640
Alliance Wealth Advisors (Utah)
Utah
$607K +$17.2K +52 +3%
KWM
641
KFG Wealth Management
Indiana
$606K – – –
Ballentine Partners
642
Ballentine Partners
Massachusetts
$605K +$12.9K +39 +2%
CWM
643
Connecticut Wealth Management
Connecticut
$603K +$354K +1,070 +135%
Prospera Financial Services
644
Prospera Financial Services
Texas
$600K +$33.7K +102 +6%
WP
645
WMS Partners
Maryland
$599K -$8.6K -26 -1%
WhitTier Trust Company
646
WhitTier Trust Company
Nevada
$585K -$1.32K -4 -0.2%
Capital Investment Advisors
647
Capital Investment Advisors
Georgia
$584K -$25.1K -76 -4%
Advisory Services Network
648
Advisory Services Network
Georgia
$583K -$49.3K -149 -8%
LF
649
Lantz Financial
Illinois
$583K +$993 +3 +0.2%
MA
650
Mutual Advisors
Nebraska
$577K +$589K +1,780 New