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Name Holding Trade Value Shares
Change
Change in
Stake
GT
501
Greenleaf Trust
Michigan
$590K +$51.3K +769 +10%
BSW
502
Buckingham Strategic Wealth
Missouri
$587K -$105K -1,569 -15%
Cetera Investment Advisers
503
Cetera Investment Advisers
Illinois
$587K +$102K +1,525 +21%
BTWM
504
Baker Tilly Wealth Management
Wisconsin
$587K +$32.3K +484 +6%
MWM
505
Moran Wealth Management
Florida
$585K -$64.6K -969 -10%
SFA
506
Sequoia Financial Advisors
Ohio
$580K +$69.4K +1,041 +14%
PSP
507
Principal Street Partners
Tennessee
$575K -$13.3K -199 -2%
PA
508
Probity Advisors
Texas
$573K +$567K +8,498 New
FFM
509
Forum Financial Management
Illinois
$571K +$51.7K +776 +10%
PA
510
Profund Advisors
Maryland
$571K +$11.9K +178 +2%
WCM
511
Washington Capital Management
Washington
$569K +$563K +8,440 New
SIA
512
Schechter Investment Advisors
Michigan
$569K +$37.7K +565 +7%
VanEck Associates
513
VanEck Associates
New York
$560K +$140K +2,105 +34%
PCS
514
Personal CFO Solutions
New Jersey
$558K +$4.07K +61 +0.7%
DWM
515
Drive Wealth Management
Utah
$556K -$35.7K -535 -6%
IP
516
Intellectus Partners
California
$555K +$55.5K +832 +11%
IWC
517
Integrated Wealth Concepts
Massachusetts
$553K -$44.4K -666 -8%
AIC
518
Archer Investment Corporation
Indiana
$553K
LIM
519
Leavell Investment Management
Alabama
$545K -$9K -135 -2%
LNWWM
520
Laird Norton Wetherby Wealth Management
California
$545K +$7.8K +117 +1%
DI
521
DFPG Investments
Utah
$544K +$53.3K +799 +11%
SAMT
522
Select Asset Management & Trust
Pennsylvania
$540K
BIA
523
Benchmark Investment Advisors
Illinois
$535K -$25.3K -380 -5%
SPA
524
Sherbrooke Park Advisers
New York
$531K +$24.4K +366 +5%
IAN
525
Integrated Advisors Network
Texas
$529K -$11.8K -177 -2%