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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1126
CenterStar Asset Management
Illinois
$637K
RIS
1127
Retirement Income Solutions
Michigan
$637K +$723K +18,650 New
ZIC
1128
ZWJ Investment Counsel
Georgia
$636K -$744K -19,176 -51%
TA
1129
Tiedemann Advisors
New York
$631K +$504K +12,992 +237%
GH
1130
GAM Holding
Switzerland
$630K -$626K -16,129 -47%
CCM
1131
Catawba Capital Management
Virginia
$629K
IFWM
1132
Institute for Wealth Management
Colorado
$624K +$24.6K +633 +3%
VIA
1133
Vident Investment Advisory
Georgia
$619K -$559K -14,414 -44%
RCAG
1134
Rehmann Capital Advisory Group
Michigan
$619K +$13.9K +358 +2%
SNT
1135
Security National Trust
West Virginia
$615K +$271K +6,980 +63%
BBP
1136
Banco BTG Pactual
Brazil
$614K +$245K +6,328 +54%
LIC
1137
Lodestar Investment Counsel
Illinois
$609K +$45K +1,160 +7%
AF
1138
Allworth Financial
California
$603K +$45.6K +1,176 +7%
CT
1139
Chicago Trust
Illinois
$600K +$15.1K +390 +2%
SA
1140
Strategic Advisors
New York
$598K -$105K -2,707 -13%
Lido Advisors
1141
Lido Advisors
California
$598K +$68.8K +1,774 +11%
WPA
1142
Winning Points Advisors
Florida
$594K +$76K +1,960 +12%
TMAM
1143
Tokio Marine Asset Management
Japan
$591K -$388K -10,015 -37%
LA
1144
Legacy Advisors
Pennsylvania
$590K +$72K +1,855 +12%
BC
1145
Banced Corp
Illinois
$586K -$2.02K -52 -0.3%
IWM
1146
IHT Wealth Management
Illinois
$583K +$18.3K +471 +3%
NL
1147
NVWM LLC
Pennsylvania
$581K +$60.9K +1,569 +10%
VCM
1148
Violich Capital Management
California
$580K +$5.82K +150 +0.9%
FAIM
1149
Financial Advocates Investment Management
Washington
$580K +$193K +4,964 +41%
SXL
1150
Summit X LLC
Missouri
$579K +$77K +1,985 +13%