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Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
Cigna Investments
Connecticut
$321K
CA
502
Cetera Advisors
Colorado
$320K +$262K +1,293 New
Northwestern Mutual Wealth Management
503
Northwestern Mutual Wealth Management
Wisconsin
$314K +$4.26K +21 +2%
LSAG
504
Lake Street Advisors Group
New Hampshire
$312K +$256K +1,263 New
BMCM
505
Bryn Mawr Capital Management
Pennsylvania
$312K +$256K +1,260 New
VSQM
506
V-Square Quantitative Management
Illinois
$310K
TCBWMS
507
Texas Capital Bank Wealth Management Services
Texas
$308K -$25.6K -126 -9%
SPIA
508
Steward Partners Investment Advisory
New York
$305K +$5.27K +26 +2%
IAN
509
Integrated Advisors Network
Texas
$305K +$250K +1,233 New
WDA
510
Wendell David Associates
New Hampshire
$297K
UM
511
UniSuper Management
Australia
$294K +$58.8K +290 +32%
VFA
512
Valeo Financial Advisors
Indiana
$293K +$241K +1,186 New
NHC
513
Nicholas Hoffman & Company
Georgia
$288K
Lido Advisors
514
Lido Advisors
California
$288K -$29.8K -147 -11%
CCIA
515
Cherry Creek Investment Advisors
Colorado
$286K +$406 +2 +0.2%
BWA
516
Burt Wealth Advisors
Maryland
$286K
TC
517
Telemus Capital
Michigan
$282K -$61.3K -302 -21%
MA
518
MJP Associates
Connecticut
$281K +$231K +1,137 New
PCS
519
Personal CFO Solutions
New Jersey
$280K +$230K +1,132 New
LWM
520
LongView Wealth Management
Georgia
$279K +$233K +1,147 New
AT
521
American Trust
Kentucky
$279K -$3.04K -15 -1%
IAIM
522
International Assets Investment Management
Florida
$277K -$40.6M -200,061 -99%
MWM
523
Meridian Wealth Management
Kentucky
$276K -$219K -1,080 -49%
WA
524
Wealth Alliance
New York
$275K +$1.01K +5 +0.5%
ST
525
Sabal Trust
Florida
$275K