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Name Holding Trade Value Shares
Change
Change in
Stake
CG
526
Colony Group
Massachusetts
$574K -$58.3K -756 -10%
CWM
527
Cornerstone Wealth Management
Missouri
$563K – – –
EP
528
Eudaimonia Partners
Tennessee
$550K +$62.6K +812 +14%
BBVA
529
Banco Bilbao Vizcaya Argentaria
Spain
$550K +$64.5K +836 +14%
DSC
530
Duncker Streett & Co
Missouri
$533K – – –
HFAS
531
Hummer Financial Advisory Services
Illinois
$533K – – –
VWA
532
VERITY Wealth Advisors
United States
$526K – – –
FMT
533
First Mercantile Trust
Tennessee
$522K +$135K +1,756 +44%
CWM
534
Chesapeake Wealth Management
Virginia
$521K -$35.5K -460 -7%
LC
535
LCNB Corp
Ohio
$516K -$7.71K -100 -2%
SSI
536
Scott & Selber Inc
Texas
$512K – – –
QI
537
Qtron Investments
Massachusetts
$500K – – –
BBHC
538
Brown Brothers Harriman & Co
New York
$499K – – –
WAM
539
Wealthspire Advisors (Maryland)
Maryland
$498K -$19.4K -252 -4%
PFPT
540
Pinnacle Financial Partners (Tennessee)
Tennessee
$496K -$1.23K -16 -0.3%
AAS
541
Avantax Advisory Services
Texas
$491K +$455K +5,896 New
PIA
542
Pinion Investment Advisors
Kansas
$483K – – –
UTC
543
Unified Trust Company
Kentucky
$482K +$1.54K +20 +0.3%
DCM
544
Donaldson Capital Management
Indiana
$475K +$440K +5,708 New
QCIG
545
Quad-Cities Investment Group
Iowa
$469K -$436K -5,656 Closed
CCA
546
Checchi Capital Advisers
California
$466K -$21.3K -276 -5%
AIM
547
Arcadia Investment Management
Michigan
$466K – – –
EGM
548
Engineers Gate Manager
New York
$454K -$2.49M -32,228 -86%
APA
549
American Portfolios Advisors
New York
$451K -$218K -2,828 -34%
HCA
550
Harbour Capital Advisors
Virginia
$449K – – –