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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
376
Forum Financial Management
Illinois
$213K +$176 +2 +0.1%
CAM
377
Cresset Asset Management
Illinois
$213K -$383K -4,359 -64%
KWM
378
KFG Wealth Management
Indiana
$213K +$16.6K +189 +8%
TW
379
Trajan Wealth
Arizona
$210K +$216K +2,462 New
UCFA
380
United Capital Financial Advisors
Texas
$209K +$216K +2,459 New
VT
381
Vise Technologies
New York
$207K +$214K +2,434 New
AWM
382
Axxcess Wealth Management
California
$207K +$10.9K +124 +5%
LNWWM
383
Laird Norton Wetherby Wealth Management
California
$206K -$9.92K -113 -4%
USCWA
384
U.S. Capital Wealth Advisors
Texas
$206K +$212K +2,415 New
ACA
385
Atlas Capital Advisors
Wyoming
$205K -$3.69K -42 -2%
PTC
386
Petrus Trust Company
Texas
$204K +$211K +2,400 New
Prudential Financial
387
Prudential Financial
New Jersey
$202K -$40.3K -459 -16%
HCG
388
Haven Capital Group
California
$200K +$206K +2,352 New
IA
389
IFP Advisors
Florida
$181K -$101K -1,151 -36%
UFF
390
USA Financial Formulas
Michigan
$177K -$7.9K -90 -4%
Asset Management One
391
Asset Management One
Japan
$174K -$12.7K -145 -7%
CSP
392
Cary Street Partners
Virginia
$173K +$179K +2,037 New
MIM
393
MetLife Investment Management
New Jersey
$168K -$2.98K -34 -2%
FDCDDQ
394
Federation des caisses Desjardins du Quebec
Quebec, Canada
$167K +$38.9K +443 +29%
TAM
395
Tucker Asset Management
Colorado
$152K -$49.2K -561 -24%
AF
396
Allworth Financial
California
$138K +$26.7K +304 +23%
WA
397
WPG Advisers
Maryland
$129K +$133K +1,511 New
MCM
398
MAI Capital Management
Ohio
$126K +$130K +1,481 New
WWP
399
WR Wealth Planners
Missouri
$125K +$6.05K +69 +5%
QCG
400
Quadrant Capital Group
Ohio
$123K -$3.86K -44 -3%