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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
501
Aptus Capital Advisors
Alabama
$231K +$246K +1,614 New
GWANC
502
Guardian Wealth Advisors (North Carolina)
North Carolina
$231K +$246K +1,614 New
CG
503
Caprock Group
Idaho
$229K +$245K +1,603 New
Los Angeles Capital Management
504
Los Angeles Capital Management
California
$226K
FBT
505
First Bank & Trust
South Dakota
$224K -$5.19K -34 -2%
CGL
506
Clarius Group LLC
Washington
$224K
GAG
507
GM Advisory Group
New York
$224K +$240K +1,570 New
SCM
508
Stevens Capital Management
Pennsylvania
$214K -$649K -4,248 -74%
PAS
509
Park Avenue Securities
New York
$214K +$13.9K +91 +6%
BL
510
Balentine LLC
Georgia
$213K +$14.8K +97 +7%
Wealthfront Advisers
511
Wealthfront Advisers
California
$212K -$168K -1,100 -43%
FFM
512
Forum Financial Management
Illinois
$211K
GWSG
513
GPS Wealth Strategies Group
Colorado
$211K
BTWM
514
Baker Tilly Wealth Management
Wisconsin
$211K +$1.22K +8 +0.5%
ECM
515
Evergreen Capital Management
Washington
$207K -$6.72K -44 -3%
CTA
516
Chesley Taft & Associates
Illinois
$207K +$10.7K +70 +5%
SW
517
SVB Wealth
Massachusetts
$206K -$19.9K -130 -8%
AG
518
AIA Group
Hong Kong
$206K +$76.1K +498 +53%
BAM
519
Blueshift Asset Management
New Jersey
$205K +$219K +1,433 New
AIP
520
Ameritas Investment Partners
Nebraska
$204K
TI
521
Tidal Investments
Wisconsin
$201K -$212K -1,385 -50%
NRS
522
Neville Rodie & Shaw
New York
$201K
AWA
523
Arete Wealth Advisors
Illinois
$201K +$215K +1,406 New
Carson Wealth (CWM LLC)
524
Carson Wealth (CWM LLC)
Nebraska
$193K -$13.9K -91 -6%
RTC
525
Riverview Trust Company
Washington
$189K +$29.9K +196 +17%