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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
626
SFMG Wealth Advisors
Texas
$878K -$14.6K -67 -2%
Vanguard Personalized Indexing Management
627
Vanguard Personalized Indexing Management
California
$876K -$423K -1,946 -31%
SHWM
628
Silicon Hills Wealth Management
Texas
$868K +$943K +4,338 New
AWM
629
Aberdeen Wealth Management
Illinois
$864K +$37K +170 +4%
CPO
630
Cerity Partners OCIO
New York
$858K +$57.2K +263 +7%
FB
631
Fulton Bank
Pennsylvania
$856K +$94.4K +434 +11%
KF
632
Krilogy Financial
Missouri
$851K +$143K +657 +18%
AF
633
Advisornet Financial
Minnesota
$851K +$757K +3,482 +452%
PC
634
Prairiewood Capital
North Dakota
$838K -$8.04K -37 -0.9%
FMT
635
First Mercantile Trust
Tennessee
$837K +$31.7K +146 +4%
FAM
636
Fred Alger Management
New York
$834K -$8.09M -37,192 -90%
KWMG
637
King Wealth Management Group
Florida
$834K +$522K +2,401 +136%
FG
638
Fiduciary Group
Georgia
$830K
IFWM
639
Institute for Wealth Management
Colorado
$827K -$1.74K -8 -0.2%
DC
640
Davenport & Co
Virginia
$825K +$255K +1,172 +40%
AWM
641
Aries Wealth Management
Maine
$819K
BRWM
642
B. Riley Wealth Management
Tennessee
$816K +$886K +4,076 New
HC
643
Henshaw Capital
Massachusetts
$811K +$4.35K +20 +0.5%
PLFAM
644
Pineno Levin & Ford Asset Management
Virginia
$809K -$27K -124 -3%
LSA
645
Leonteq Securities AG
Switzerland
$808K +$331K +1,522 +61%
SCM
646
Stevens Capital Management
Pennsylvania
$802K -$1.44M -6,643 -62%
Impax Asset Management Group
647
Impax Asset Management Group
United Kingdom
$800K +$869K +3,997 New
HB
648
Homrich & Berg
Georgia
$794K -$2.39K -11 -0.3%
RBA
649
Richard Bernstein Advisors
New York
$794K
KWM
650
Kingsview Wealth Management
Oregon
$793K -$12K -55 -1%