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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
576
Valeo Financial Advisors
Indiana
$604K +$40.9K +276 +8%
SWP
577
Significant Wealth Partners
Illinois
$602K +$57K +385 +12%
KRSITF
578
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$597K -$50.2K -339 -8%
CCM
579
Coldstream Capital Management
Washington
$595K +$302K +2,039 +128%
MC
580
Moors & Cabot
Massachusetts
$594K -$14.7K -99 -3%
FDCDDQ
581
Federation des caisses Desjardins du Quebec
Quebec, Canada
$594K -$3.56K -24 -0.7%
SF
582
Summit Financial
New Jersey
$593K +$63.7K +430 +13%
SGAM
583
Smith Group Asset Management
Texas
$586K -$1.48K -10 -0.3%
AWM
584
AE Wealth Management
Kansas
$584K -$355K -2,395 -40%
GIA
585
GHP Investment Advisors
Colorado
$581K -$10.1K -68 -2%
TNB
586
Thomasville National Bank
Georgia
$581K -$14.8K -100 -3%
SI
587
Stephens Inc
Arkansas
$579K -$2.81K -19 -0.5%
JFGIW
588
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$578K – – –
VA
589
Valmark Advisers
Ohio
$576K -$1.63K -11 -0.3%
NWMG
590
Nicholson Wealth Management Group
South Carolina
$574K +$522K +3,521 New
C
591
Certuity
Florida
$570K +$55.4K +374 +12%
SFI
592
SPC Financial Inc
Maryland
$568K – – –
SAW
593
Signal Advisors Wealth
Michigan
$565K +$514K +3,466 New
GWP
594
Gen-Wealth Partners
Michigan
$564K -$315K -2,128 -37%
VSQM
595
V-Square Quantitative Management
Illinois
$562K -$889 -6 -0.2%
CHJWM
596
Carlton Hofferkamp & Jenks Wealth Management
Texas
$561K -$7.41K -50 -1%
Wellington Management Group
597
Wellington Management Group
Massachusetts
$558K -$1.14M -7,703 -69%
SWM
598
SeaCrest Wealth Management
New York
$558K -$14.7K -99 -3%
MAWCM
599
Mine & Arao Wealth Creation & Management
California
$557K +$2.81K +19 +0.6%
WC
600
Waterloo Capital
Texas
$556K +$249K +1,679 +97%