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Name Holding Trade Value Shares
Change
Change in
Stake
CGH
401
Crossmark Global Holdings
Texas
$340K -$116K -829 -21%
KIA
402
KCM Investment Advisors
California
$333K +$7.67K +55 +2%
Brown Advisory
403
Brown Advisory
Maryland
$330K -$976 -7 -0.2%
CAPTRUST Financial Advisors
404
CAPTRUST Financial Advisors
North Carolina
$328K +$145K +1,037 +51%
GWM
405
Geneos Wealth Management
Colorado
$324K +$45.7K +328 +12%
NI
406
NCP Inc
California
$320K -$4.46M -32,000 -91%
DADC
407
D.A. Davidson & Co
Montana
$320K -$63.9K -458 -13%
GIA
408
Gladstone Institutional Advisory
Florida
$317K -$48.5K -348 -10%
Baird Financial Group
409
Baird Financial Group
Wisconsin
$316K -$21.2K -152 -5%
FA
410
Fountainhead AM
New Jersey
$315K +$411K +2,949 New
FSBI
411
Fearless Solutions (Best Invest)
Texas
$309K -$27.9K -200 -6%
EDRH
412
Edmond de Rothschild Holding
Switzerland
$302K -$27.3K -196 -6%
ECM
413
EMC Capital Management
Texas
$298K +$363K +2,600 +1,300%
CG
414
Cynosure Group
Utah
$295K +$79.8K +572 +26%
BWP
415
Balboa Wealth Partners
Arizona
$291K -$146K -1,050 -28%
AF
416
Advisornet Financial
Minnesota
$290K +$19.4K +139 +5%
APWM
417
Argonautica Private Wealth Management
Massachusetts
$286K +$373K +2,677 New
TFGT
418
TS Financial Group (TSFG)
Illinois
$285K -$92K -660 -20%
HJIM
419
Henry James International Management
New York
$280K -$2.51K -18 -0.7%
SRL
420
Scientech Research LLC
New Jersey
$279K +$30K +215 +9%
IWM
421
IHT Wealth Management
Illinois
$278K +$45.7K +328 +14%
CWG
422
Crown Wealth Group
North Carolina
$278K +$27.9K +200 +8%
EWM
423
Empirical Wealth Management
Washington
$277K +$362K +2,596 New
TA
424
TFB Advisors
Kansas
$276K +$360K +2,584 New
MCM
425
Manchester Capital Management
Vermont
$271K