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Name Holding Trade Value Shares
Change
Change in
Stake
KP
826
Keel Point
Alabama
$240K +$7.79K +24 +4%
Empower Advisory Group
827
Empower Advisory Group
Colorado
$239K +$3.57K +11 +2%
FineMark National Bank & Trust
828
FineMark National Bank & Trust
Florida
$239K -$13.3K -41 -6%
SB
829
Simmons Bank
Arkansas
$237K – – –
NC
830
NovaPoint Capital
Georgia
$237K – – –
CG
831
Clifford Group
Massachusetts
$236K – – –
CPRC
832
Consolidated Portfolio Review Corp
New York
$234K -$40.9K -126 -16%
CFG
833
Carr Financial Group
Massachusetts
$233K – – –
F.L. Putnam Investment Management
834
F.L. Putnam Investment Management
Massachusetts
$231K +$218K +670 New
WCAMG
835
Woodard & Company Asset Management Group
North Carolina
$231K -$16.2K -50 -7%
PWMAG
836
Pinnacle Wealth Management Advisory Group
New Jersey
$231K +$2.6K +8 +1%
TCI Wealth Advisors
837
TCI Wealth Advisors
Arizona
$228K – – –
KWM
838
Kolinsky Wealth Management
New Jersey
$228K +$325 +1 +0.2%
DWA
839
Dougherty Wealth Advisers
Minnesota
$227K – – –
CI Investments Inc
840
CI Investments Inc
Ontario, Canada
$227K +$9.09K +28 +4%
VCP
841
Verus Capital Partners
Arizona
$226K – – –
Curi RMB Capital
842
Curi RMB Capital
Illinois
$223K +$210K +647 New
LI
843
LMCG Investments
Massachusetts
$221K -$83.8K -258 -29%
IAN
844
Integrated Advisors Network
Texas
$218K +$206K +633 New
Avantax Advisory Services
845
Avantax Advisory Services
Texas
$217K -$6.82K -21 -3%
Axxcess Wealth Management
846
Axxcess Wealth Management
California
$214K +$201K +619 New
JSAM
847
J. Safra Asset Management
New York
$213K – – –
FSA
848
Fort Sheridan Advisors
Illinois
$213K +$201K +618 New
Pinnacle Financial Partners (Tennessee)
849
Pinnacle Financial Partners (Tennessee)
Tennessee
$213K +$201K +618 New
1WA
850
180 Wealth Advisors
Washington
$213K +$204K +629 New