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Name Holding Trade Value Shares
Change
Change in
Stake
S
526
SimplyRich
California
$423K
PVWM
527
Point View Wealth Management
New Jersey
$420K -$233K -1,562 -37%
GC
528
Garde Capital
Washington
$420K
HAG
529
HighPoint Advisor Group
Illinois
$419K +$376K +2,521 New
FPS
530
Fieldpoint Private Securities
Connecticut
$418K +$15.5K +104 +4%
LNC
531
Lincoln National Corp
Pennsylvania
$417K +$22.1K +148 +6%
BO
532
BRR OpCo
Ohio
$414K -$33.6K -225 -8%
Financial Engines Advisors
533
Financial Engines Advisors
California
$413K +$129K +868 +50%
TI
534
Trexquant Investment
Connecticut
$412K +$387K +2,592 New
IAN
535
Integrated Advisors Network
Texas
$411K +$43.1K +289 +13%
NAM
536
NTV Asset Management
West Virginia
$409K
FWIA
537
Fort Washington Investment Advisors
Ohio
$405K -$26.1K -175 -6%
HPCM
538
High Pointe Capital Management
Illinois
$405K
IPW
539
Inlet Private Wealth
Florida
$403K
VA
540
Valmark Advisers
Ohio
$402K +$378K +2,534 New
TAM
541
Taurus Asset Management
New York
$401K -$552K -3,700 -59%
VWM
542
Venturi Wealth Management
Texas
$398K +$17.1K +115 +5%
CA
543
Cullinan Associates
Kentucky
$397K
DA
544
Doliver Advisors
Texas
$396K +$29.8K +200 +9%
SSCA
545
South Shore Capital Advisors
Massachusetts
$395K +$436K +2,926 New
ACM
546
Allred Capital Management
Texas
$391K
TPCW
547
TD Private Client Wealth
New York
$391K -$2.09K -14 -0.6%
CA
548
Clearstead Advisors
Ohio
$390K +$69.9K +469 +24%
SAM
549
Silvercrest Asset Management
New York
$389K -$27.9K -187 -7%
QT
550
Quantbot Technologies
New York
$386K +$363K +2,436 New