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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
426
IHT Wealth Management
Illinois
$220K +$222K +4,917 New
FFA
427
First Foundation Advisors
California
$220K -$9.31K -206 -4%
BPA
428
Beacon Pointe Advisors
California
$219K -$7.54K -167 -3%
American Century Companies
429
American Century Companies
Missouri
$219K +$4.7K +104 +2%
SIC
430
Sterling Investment Counsel
New York
$219K +$2.48K +55 +1%
TA
431
Townsend & Associates
Colorado
$216K +$203K +4,500 New
PIA
432
Pinion Investment Advisors
Kansas
$215K -$38.2K -845 -15%
FIA
433
Foundations Investment Advisors
Arizona
$215K +$8.36K +185 +4%
HNWAG
434
High Net Worth Advisory Group
Florida
$211K
GT
435
Glenmede Trust
Pennsylvania
$208K +$209K +4,635 New
BC
436
Burney Company
Virginia
$206K -$5.6K -124 -3%
FTDI
437
First Trust Direct Indexing
Massachusetts
$205K +$207K +4,574 New
PCP
438
Proficio Capital Partners
Massachusetts
$205K -$7.54K -167 -4%
JWM
439
Jeppson Wealth Management
California
$204K
CSC
440
Caldwell Sutter Capital
California
$202K +$204K +4,514 New
HIA
441
Harbor Investment Advisory
Maryland
$202K
SPIA
442
Steward Partners Investment Advisory
New York
$201K -$73K -1,616 -27%
Jones Financial Companies
443
Jones Financial Companies
Missouri
$194K +$26.2K +581 +15%
GWM
444
Geneos Wealth Management
Colorado
$185K -$311K -6,888 -63%
BEI
445
Benjamin Edwards Inc
Missouri
$184K +$8.85K +196 +5%
JWM
446
Janiczek Wealth Management
Colorado
$176K +$4.16K +92 +3%
BWL
447
Bogart Wealth LLC
Virginia
$171K -$3.25K -72 -2%
TCOV
448
Trust Company of Vermont
Vermont
$171K +$128K +2,835 +291%
HDIM
449
Hanson & Doremus Investment Management
Vermont
$155K -$8.27K -183 -5%
CT
450
Colonial Trust
South Carolina
$155K -$15.9K -353 -9%