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Name Holding Trade Value Shares
Change
Change in
Stake
APC
301
Aspire Private Capital
North Carolina
$469K -$16.4K -387 -3%
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$467K +$10.6K +251 +2%
KAS
303
Kestra Advisory Services
Texas
$461K +$478K +11,307 New
Creative Planning
304
Creative Planning
Kansas
$450K -$41.6K -983 -8%
ACP
305
Ashfield Capital Partners
California
$444K
HIA
306
Harbor Investment Advisory
Maryland
$439K -$20.2K -477 -4%
LNWWM
307
Laird Norton Wetherby Wealth Management
California
$433K +$13.1K +310 +3%
IB
308
Intrust Bank
Kansas
$425K +$194K +4,587 +81%
CP
309
Covenant Partners
Tennessee
$420K -$27.8K -658 -6%
GT
310
Glenmede Trust
Pennsylvania
$405K +$17K +402 +4%
WA
311
Wambolt & Associates
Colorado
$402K +$23.7K +560 +6%
SSWM
312
Sheets Smith Wealth Management
North Carolina
$396K -$23.2K -549 -5%
RMC
313
Resources Management Corp
Connecticut
$393K +$634 +15 +0.2%
SDAM
314
Shulman DeMeo Asset Management
New York
$389K -$296 -7 -0.1%
CFGS
315
Concourse Financial Group Securities
Alabama
$387K +$27.3K +646 +8%
BFA
316
Beaumont Financial Advisors
Massachusetts
$383K -$20.9K -495 -5%
CCG
317
Cypress Capital Group
Florida
$373K +$33.2K +785 +10%
BW
318
Bison Wealth
Georgia
$366K
PAI
319
Pittenger & Anderson Inc
Nebraska
$361K
WS
320
Wedbush Securities
California
$358K -$60K -1,418 -14%
GWM
321
Geneos Wealth Management
Colorado
$357K
HSA
322
HBK Sorce Advisory
Pennsylvania
$348K +$132K +3,124 +59%
SMC
323
Smith, Moore & Co
Missouri
$345K +$28.3K +668 +9%
CNC
324
Canandaigua National Corp
New York
$343K -$8.29K -196 -2%
JWCA
325
J.W. Cole Advisors
Florida
$338K +$344K +8,140 New