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Name Holding Trade Value Shares
Change
Change in
Stake
AB
1126
Atlas Brown
Kentucky
$637K -$3.88K -100 -0.5%
CAM
1127
CenterStar Asset Management
Illinois
$637K – – –
RIS
1128
Retirement Income Solutions
Michigan
$637K +$723K +18,650 New
ZIC
1129
ZWJ Investment Counsel
Georgia
$636K -$744K -19,176 -51%
TA
1130
Tiedemann Advisors
New York
$631K +$504K +12,992 +237%
GH
1131
GAM Holding
Switzerland
$630K -$626K -16,129 -47%
CCM
1132
Catawba Capital Management
Virginia
$629K – – –
IFWM
1133
Institute for Wealth Management
Colorado
$624K +$24.6K +633 +3%
VIA
1134
Vident Investment Advisory
Georgia
$619K -$559K -14,414 -44%
RCAG
1135
Rehmann Capital Advisory Group
Michigan
$619K +$13.9K +358 +2%
SNT
1136
Security National Trust
West Virginia
$615K +$271K +6,980 +63%
BBP
1137
Banco BTG Pactual
Brazil
$614K +$245K +6,328 +54%
LIC
1138
Lodestar Investment Counsel
Illinois
$609K +$45K +1,160 +7%
AF
1139
Allworth Financial
California
$603K +$45.6K +1,176 +7%
CT
1140
Chicago Trust
Illinois
$600K +$15.1K +390 +2%
SA
1141
Strategic Advisors
New York
$598K -$105K -2,707 -13%
Lido Advisors
1142
Lido Advisors
California
$598K +$68.8K +1,774 +11%
WPA
1143
Winning Points Advisors
Florida
$594K +$76K +1,960 +12%
TMAM
1144
Tokio Marine Asset Management
Japan
$591K -$388K -10,015 -37%
LA
1145
Legacy Advisors
Pennsylvania
$590K +$72K +1,855 +12%
BC
1146
Banced Corp
Illinois
$586K -$2.02K -52 -0.3%
IWM
1147
IHT Wealth Management
Illinois
$583K +$18.3K +471 +3%
NL
1148
NVWM LLC
Pennsylvania
$581K +$60.9K +1,569 +10%
VCM
1149
Violich Capital Management
California
$580K +$5.82K +150 +0.9%
FAIM
1150
Financial Advocates Investment Management
Washington
$580K +$193K +4,964 +41%