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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
251
Laird Norton Wetherby Wealth Management
California
$610K -$275 -4 -0%
WBC
252
Westpac Banking Corp
Australia
$609K
DC
253
Davenport & Co
Virginia
$608K +$82.8K +1,205 +17%
SXL
254
Summit X LLC
Missouri
$605K -$610K -8,881 -52%
PA
255
PSI Advisors
Florida
$596K +$553K +8,050 New
BBVA
256
Banco Bilbao Vizcaya Argentaria
Spain
$587K +$545K +7,932 New
EWA
257
EP Wealth Advisors
California
$580K
LSAG
258
Lake Street Advisors Group
New Hampshire
$573K +$6.67K +97 +1%
UR
259
USCA RIA
Texas
$571K
SAM
260
Sompo Asset Management
Japan
$571K +$99.6K +1,450 +23%
WWM
261
WT Wealth Management
Arizona
$565K -$104K -1,507 -16%
Prudential Financial
262
Prudential Financial
New Jersey
$557K -$6.87K -100 -1%
Invesco
263
Invesco
Georgia
$540K -$58.1K -846 -10%
FPCP
264
Fort Point Capital Partners
California
$540K
Lido Advisors
265
Lido Advisors
California
$539K +$54.7K +796 +12%
Comerica Bank
266
Comerica Bank
Texas
$534K +$33.5K +487 +8%
IC
267
Intersect Capital
California
$530K
CAM
268
Cresset Asset Management
Illinois
$526K +$488K +7,102 New
OSIA
269
O'Shares Investment Advisers
Massachusetts
$523K -$113K -1,641 -19%
HH
270
Hilltop Holdings
Texas
$519K -$112K -1,623 -19%
KBC Group
271
KBC Group
Belgium
$509K +$472K +6,864 New
CWA
272
Clarus Wealth Advisors
Arizona
$506K +$145K +2,108 +46%
BT
273
Brandywine Trust
Delaware
$505K
AAM
274
Advisors Asset Management
Colorado
$501K -$6.32K -92 -1%
TCM
275
Teza Capital Management
Illinois
$498K +$169K +2,464 +58%