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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
476
IHT Wealth Management
Illinois
$551K -$460K -3,616 -46%
STA
477
Summit Trail Advisors
New York
$550K +$50.1K +394 +10%
CWA
478
Crux Wealth Advisors
California
$548K +$548K +4,307 New
PCS
479
Personal CFO Solutions
New Jersey
$544K +$360K +2,833 +196%
DADC
480
D.A. Davidson & Co
Montana
$543K +$36.6K +288 +7%
RCAG
481
Rehmann Capital Advisory Group
Michigan
$543K +$15.1K +119 +3%
EFS
482
Essex Financial Services
Connecticut
$542K -$30.7K -241 -5%
ONB
483
Old National Bancorp
Indiana
$541K -$22K -173 -4%
Chevy Chase Trust
484
Chevy Chase Trust
Maryland
$540K +$1.02K +8 +0.2%
IBOK
485
Independence Bank of Kentucky
Kentucky
$539K +$448K +3,523 +489%
PCM
486
Parsons Capital Management
Rhode Island
$537K
S
487
SimplyRich
California
$525K +$37.4K +294 +8%
CUAMC
488
China Universal Asset Management Company
China
$523K
MWM
489
Mission Wealth Management
California
$521K +$3.69K +29 +0.7%
PFM
490
Potomac Fund Management
Florida
$518K +$518K +4,075 New
LI
491
LRI Investments
Florida
$514K
BFS
492
Bradley Foster & Sargent
Connecticut
$513K -$27.1K -213 -5%
QWP
493
Quotient Wealth Partners
Texas
$513K -$72.1K -567 -12%
IB
494
Intrust Bank
Kansas
$512K +$150K +1,182 +42%
BTI
495
Blue Trust Inc
Georgia
$509K -$109K -854 -18%
ECP
496
Epacria Capital Partners
Colorado
$507K
OAM
497
Occidental Asset Management
California
$506K
HH
498
Hilltop Holdings
Texas
$504K +$93.4K +734 +23%
HHRDM
499
H&H Retirement Design & Management
Nevada
$502K -$57.9K -455 -9%
CAM
500
Columbia Asset Management
Michigan
$499K