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Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
751
Wealth Alliance Advisory Group
Kansas
$289K – – –
CCA
752
Catalyst Capital Advisors
New York
$287K +$316K +2,820 New
RFC
753
Regions Financial Corp
Alabama
$285K -$157K -1,401 -33%
Kovitz Investment Group Partners
754
Kovitz Investment Group Partners
Illinois
$284K +$1.12K +10 +0.4%
RCA
755
Resonant Capital Advisors
Wisconsin
$283K +$312K +2,783 New
SG
756
Sienna Gestion
France
$282K +$303K +2,700 New
RP
757
Riverwater Partners
Wisconsin
$278K -$12.2K -109 -4%
IAS
758
Insigneo Advisory Services
Florida
$278K +$306K +2,725 New
PCS
759
Personal CFO Solutions
New Jersey
$277K +$11.8K +105 +4%
SMC
760
Smith, Moore & Co
Missouri
$277K +$8.97K +80 +3%
NG
761
Novem Group
New York
$277K -$20.2K -180 -6%
NP
762
NorthRock Partners
Minnesota
$275K +$336 +3 +0.1%
VCM
763
Violich Capital Management
California
$275K -$56.1K -500 -16%
HCMT
764
Highland Capital Management (Tennessee)
Tennessee
$275K +$8.41K +75 +3%
VVP
765
Venture Visionary Partners
Ohio
$274K +$22.4K +200 +8%
LSC
766
Lesa Sroufe & Co
Washington
$274K – – –
CWM
767
Connecticut Wealth Management
Connecticut
$269K – – –
FB
768
Fulton Bank
Pennsylvania
$269K – – –
PPW
769
Pasadena Private Wealth
California
$268K – – –
GIA
770
Gateway Investment Advisers
Ohio
$268K +$295K +2,633 New
Boston Partners
771
Boston Partners
Massachusetts
$268K – – –
AWM
772
Avior Wealth Management
Nebraska
$267K -$10.8K -96 -4%
PCM
773
Prelude Capital Management
New York
$266K -$1.19M -10,645 -80%
TIM
774
Thompson Investment Management
Wisconsin
$265K – – –
MWM
775
Modern Wealth Management
Kansas
$261K +$287K +2,562 New