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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Cornerstone Wealth Management
Missouri
$634K +$47.9K +1,633 +8%
TC
402
TownSquare Capital
Utah
$633K -$1.31M -44,581 -68%
MG
403
Mather Group
Illinois
$633K -$2.76K -94 -0.4%
CAI
404
Capital Advisors Inc
Oklahoma
$625K -$968 -33 -0.2%
AWM
405
AE Wealth Management
Kansas
$624K -$103K -3,510 -14%
SF
406
Synovus Financial
Georgia
$622K -$122K -4,147 -17%
FFL
407
Future Fund LLC
Illinois
$620K -$108K -3,680 -15%
TIAA Trust, National Association
408
TIAA Trust, National Association
North Carolina
$618K +$18.4K +627 +3%
NP
409
Nilsine Partners
Colorado
$617K -$28K -955 -4%
NHC
410
Nicholas Hoffman & Company
Georgia
$616K +$499 +17 +0.1%
Thrivent Financial for Lutherans
411
Thrivent Financial for Lutherans
Minnesota
$611K -$39.5K -1,348 -6%
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$610K +$598K +20,386 New
MCM
413
Monarch Capital Management
Indiana
$607K -$14.7K -500 -2%
CCM
414
Chiron Capital Management
Florida
$607K +$234K +7,984 +65%
ASN
415
Advisory Services Network
Georgia
$596K -$72.2K -2,462 -12%
MYIA
416
Mount Yale Investment Advisors
Colorado
$596K -$18.6K -633 -3%
Voloridge Investment Management
417
Voloridge Investment Management
Florida
$596K -$9.82M -334,776 -94%
BTI
418
Blue Trust Inc
Georgia
$595K -$47.8K -1,630 -8%
CI
419
Cherokee Insurance
Michigan
$594K
Bank Julius Baer & Co
420
Bank Julius Baer & Co
Switzerland
$593K +$130K +4,426 +29%
PWPS
421
Pinnacle Wealth Planning Services
Ohio
$590K +$48.3K +1,647 +9%
EB
422
Eastern Bank
Massachusetts
$590K +$6.19K +211 +1%
LI
423
Louisbourg Investments
New Brunswick, Canada
$589K
EI
424
Ethic Inc
New York
$584K +$138K +4,699 +32%
MFIM
425
Mesirow Financial Investment Management
Illinois
$579K -$23K -784 -4%