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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Segment Wealth Management
Texas
$779K +$187K +657 +28%
AIP
227
ARS Investment Partners
New York
$760K -$92.5K -325 -10%
IB
228
Intrust Bank
Kansas
$757K +$516K +1,814 +168%
IWC
229
Integrated Wealth Concepts
Massachusetts
$745K +$103K +363 +15%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$737K -$139K -489 -15%
FMT
231
First Mercantile Trust
Tennessee
$713K -$69.7K -245 -8%
RHP
232
Royal Harbor Partners
Texas
$708K +$770K +2,707 New
MCM
233
MAI Capital Management
Ohio
$707K +$7.97K +28 +1%
RJT
234
Raymond James Trust
Florida
$687K -$47.5K -167 -6%
IA
235
Icon Advisers
Colorado
$680K +$740K +2,600 New
LA
236
LVW Advisors
New York
$662K +$184K +646 +34%
FCBT
237
First Citizens Bank & Trust
North Carolina
$657K +$714K +2,511 New
KJHP
238
K.J. Harrison & Partners
Ontario, Canada
$654K +$711K +2,500 New
ACI
239
AMP Capital Investors
Australia
$650K -$50.9K -179 -7%
CWM
240
Calamos Wealth Management
Illinois
$647K +$703K +2,472 New
AT
241
Arden Trust
Delaware
$639K -$238K -835 -25%
QI
242
Qtron Investments
Massachusetts
$632K +$114K +400 +20%
William Blair & Company
243
William Blair & Company
Illinois
$630K +$314K +1,102 +84%
MIP
244
Marietta Investment Partners
Wisconsin
$629K +$186K +654 +37%
BIM
245
Bogle Investment Management
Massachusetts
$623K +$678K +2,383 New
WA
246
Wealth Alliance
New York
$619K +$673K +2,365 New
FHB
247
First Hawaiian Bank
Hawaii
$599K +$651K +2,289 New
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$591K
S
249
SignatureFD
Georgia
$591K +$203K +715 +46%
LFAS
250
Level Four Advisory Services
Texas
$583K +$640K +2,248 New