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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
Spire Wealth Management
Virginia
$835K +$784K +7,295 New
IWC
427
Integrated Wealth Concepts
Massachusetts
$833K +$4.08K +38 +0.5%
DAS
428
Dynamic Advisor Solutions
Arizona
$830K +$780K +7,255 New
CWM
429
Cedar Wealth Management
California
$825K +$63.7K +593 +9%
V
430
Veritable
Delaware
$800K -$26.8K -249 -3%
WAM
431
World Asset Management
Michigan
$798K -$49.5K -461 -6%
CA
432
Cullinan Associates
Kentucky
$778K
APWM
433
Atlas Private Wealth Management
New York
$758K -$78.8K -733 -10%
CFB
434
Cullen/Frost Bankers
Texas
$758K -$10.3K -96 -1%
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$756K +$31.7K +295 +5%
F
436
F3Logic
Minnesota
$751K -$617K -5,747 -47%
QSS
437
Quantitative Systematic Strategies
Florida
$751K +$495K +4,603 +235%
HIIFS
438
Harel Insurance Investments & Financial Services
Israel
$711K +$187K +1,736 +1,411%
PCM
439
Prelude Capital Management
New York
$709K +$666K +6,197 New
HH
440
Hilltop Holdings
Texas
$706K -$33.7K -314 -5%
Creative Planning
441
Creative Planning
Kansas
$706K -$4.83K -45 -0.7%
AWM
442
AE Wealth Management
Kansas
$704K -$23.3K -217 -3%
SFFS
443
Stonehage Fleming Financial Services
Jersey
$703K +$80.4K +748 +14%
LIA
444
LS Investment Advisors
Michigan
$701K -$93.5K -870 -12%
IAA
445
Ironsides Asset Advisors
North Carolina
$696K -$141K -1,310 -18%
RIL
446
Rothschild Investment LLC
Illinois
$696K +$31.2K +290 +5%
AIL
447
AGF Investments LLC
Ontario, Canada
$688K -$57.6K -536 -8%
BMSSC
448
B. Metzler seel. Sohn & Co
Germany
$687K +$7.52K +70 +1%
SAM
449
Shell Asset Management
Netherlands
$684K -$1.86M -17,274 -74%
AFAS
450
Acorn Financial Advisory Services
Virginia
$672K +$217K +2,024 +53%