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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
526
Integrated Wealth Concepts
Massachusetts
$356K +$131K +952 +56%
FWCM
527
Ferguson Wellman Capital Management
Oregon
$355K -$40.5K -295 -10%
SAM
528
Silvercrest Asset Management
New York
$354K -$6.72K -49 -2%
FC
529
FORA Capital
Florida
$353K -$942K -6,862 -72%
GAM
530
Garrison Asset Management
Arkansas
$352K
FHA
531
Flagship Harbor Advisors
Massachusetts
$348K +$2.74K +20 +0.8%
AssetMark Inc
532
AssetMark Inc
California
$347K +$112K +817 +46%
MWM
533
Minot Wealth Management
Massachusetts
$346K -$196K -1,425 -36%
NAM
534
NTV Asset Management
West Virginia
$346K +$353K +2,575 New
ACM
535
Allred Capital Management
Texas
$345K
HPCM
536
High Pointe Capital Management
Illinois
$343K
IPW
537
Inlet Private Wealth
Florida
$341K
PCG
538
Private Capital Group
Connecticut
$340K +$72.3K +527 +26%
WKWM
539
Walter & Keenan Wealth Management
Indiana
$340K +$347K +2,532 New
APWM
540
Atlas Private Wealth Management
New York
$338K +$20.9K +152 +6%
FAM
541
Formidable Asset Management
Ohio
$337K +$324K +2,360 New
ACI
542
AMP Capital Investors
Australia
$336K
CA
543
Cullinan Associates
Kentucky
$336K
RC
544
RegentAtlantic Capital
New Jersey
$335K -$28.4K -207 -8%
Luther King Capital Management (LKCM)
545
Luther King Capital Management (LKCM)
Texas
$334K -$142K -1,033 -29%
CFA
546
Carroll Financial Associates
North Carolina
$333K -$7.96K -58 -2%
DP
547
Dearborn Partners
Illinois
$332K +$549 +4 +0.2%
AIS
548
American Investment Services
Massachusetts
$332K +$5.49K +40 +2%
FNT
549
First Nebraska Trust
Nebraska
$331K
WIP
550
Wellesley Investment Partners
Massachusetts
$330K -$42.8K -312 -11%