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Name Holding Trade Value Shares
Change
Change in
Stake
Cresset Asset Management
426
Cresset Asset Management
Illinois
$50K +$30.9K +143 +247%
PMFA
427
Plante Moran Financial Advisors
Michigan
$48K +$41.8K +193 New
Thompson Siegel & Walmsley
428
Thompson Siegel & Walmsley
Virginia
$44K -$649K -3,000 -94%
Quadrant Capital Group
429
Quadrant Capital Group
Ohio
$43K -$4.54K -21 -10%
EWM
430
Executive Wealth Management
Michigan
$42K -$649 -3 -2%
CBOA
431
Commonwealth Bank of Australia
Australia
$42K – – –
Parallel Advisors
432
Parallel Advisors
California
$40K – – –
Wealthspire Advisors (Maryland)
433
Wealthspire Advisors (Maryland)
Maryland
$38K -$1.73K -8 -5%
LC
434
Lindbrook Capital
California
$37K – – –
SLF
435
Sun Life Financial
Ontario, Canada
$36K -$21K -97 -40%
PCP
436
Proficio Capital Partners
Massachusetts
$32K -$433 -2 -2%
Northwestern Mutual Wealth Management
437
Northwestern Mutual Wealth Management
Wisconsin
$32K +$4.76K +22 +20%
LWM
438
Lenox Wealth Management
Ohio
$30K -$2.17M -10,029 -99%
AIM
439
Advantage Investment Management
Iowa
$30K -$10.4K -48 -28%
CA
440
Centerpoint Advisors
Massachusetts
$30K – – –
CIAS
441
Capital Investment Advisory Services
North Carolina
$25K -$7.57K -35 -26%
WCM
442
WealthBridge Capital Management
Ohio
$25K -$2.16K -10 -10%
CAC
443
Certified Advisory Corp
Florida
$25K – – –
QT
444
Quantamental Technologies
New York
$25K +$22.1K +102 New
MNBTD
445
Moody National Bank Trust Division
Texas
$24K +$4.76K +22 +29%
Valeo Financial Advisors
446
Valeo Financial Advisors
Indiana
$22K – – –
CAW
447
Cornerstone Advisors (Washington)
Washington
$20K +$5.84K +27 +51%
BCA
448
Berman Capital Advisors
Georgia
$19K +$4.98K +23 +40%
PFBT
449
Parkside Financial Bank & Trust
Missouri
$18K +$1.08K +5 +8%
FHA
450
Flagship Harbor Advisors
Massachusetts
$18K +$16.2K +75 New