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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Mission Wealth Management
California
$576K -$18.5K -254 -3%
BCV
527
Banque Cantonale Vaudoise
Switzerland
$576K +$68K +935 +12%
FFM
528
Forum Financial Management
Illinois
$573K +$946 +13 +0.2%
AAIS
529
ABN AMRO Investment Solutions
$573K +$628K +8,635 New
GBT
530
Grove Bank & Trust
Florida
$570K +$95.1K +1,307 +18%
CIP
531
Convergence Investment Partners
Florida
$566K -$56.8K -781 -8%
PP
532
Prudential plc
United Kingdom
$566K +$226K +3,103 +57%
ACA
533
Atlas Capital Advisors
Wyoming
$561K -$149K -2,049 -20%
HWM
534
HB Wealth Management
Georgia
$557K -$55.5K -763 -8%
LNWWM
535
Laird Norton Wetherby Wealth Management
California
$556K -$84.9K -1,167 -12%
Lido Advisors
536
Lido Advisors
California
$555K -$214K -2,940 -26%
GT
537
Greenleaf Trust
Michigan
$553K -$62.6K -860 -9%
DWM
538
Diversify Wealth Management
Utah
$551K +$517K +7,113 New
MFWP
539
Mosaic Family Wealth Partners
Missouri
$551K -$53.8K -739 -8%
JCIA
540
Jackson Creek Investment Advisors
Colorado
$549K -$117K -1,607 -16%
Wolverine Trading
541
Wolverine Trading
Illinois
$542K +$120K +1,648 +25%
SIA
542
Schechter Investment Advisors
Michigan
$540K -$94.1K -1,293 -14%
LIM
543
Leavell Investment Management
Alabama
$539K
PA
544
Profund Advisors
Maryland
$538K -$4.8K -66 -0.8%
FCA
545
FinTrust Capital Advisors
South Carolina
$533K +$10.8K +149 +2%
ONB
546
Old National Bancorp
Indiana
$530K -$51.9K -714 -8%
SAMT
547
Select Asset Management & Trust
Pennsylvania
$530K
MYIA
548
Mount Yale Investment Advisors
Colorado
$525K +$16.2K +223 +3%
VA
549
Vident Advisory
Georgia
$522K -$3.54M -48,673 -86%
MAS
550
Meeder Advisory Services
Ohio
$493K +$125K +1,720 +30%