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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
551
Oxford Financial Group
Indiana
$373K -$5.63K -21 -1%
CTA
552
Chesley Taft & Associates
Illinois
$368K +$387K +1,445 New
FFM
553
Forum Financial Management
Illinois
$367K +$204K +760 +112%
ALAM
554
Asahi Life Asset Management
Japan
$367K +$386K +1,440 New
VWM
555
Venturi Wealth Management
Texas
$364K +$18.8K +70 +5%
LSAG
556
Lake Street Advisors Group
New Hampshire
$363K +$9.91K +37 +3%
SFA
557
Sequoia Financial Advisors
Ohio
$360K -$11K -41 -3%
Vontobel Holding
558
Vontobel Holding
Switzerland
$357K
WMN
559
Wealth Management Nebraska
Nebraska
$357K +$375K +1,399 New
BP
560
Ballentine Partners
Massachusetts
$355K +$32.7K +122 +10%
SB
561
Strategic Blueprint
Georgia
$354K -$9.91K -37 -3%
TA
562
TrueWealth Advisors
Alabama
$354K
ACA
563
Aptus Capital Advisors
Alabama
$353K +$371K +1,384 New
BMCM
564
Bryn Mawr Capital Management
Pennsylvania
$348K -$9.91K -37 -3%
FTWA
565
Fifth Third Wealth Advisors
Ohio
$345K +$94.1K +351 +35%
SF
566
Summit Financial
New Jersey
$343K +$4.29K +16 +1%
QCM
567
QRG Capital Management
Illinois
$343K +$74.5K +278 +26%
AWM
568
Axxcess Wealth Management
California
$343K -$3.48K -13 -1%
LF
569
LifePlan Financial
Minnesota
$343K -$273K -1,017 -43%
SFI
570
Siemens Fonds Invest
Germany
$342K
BP
571
BBR Partners
New York
$340K -$125K -465 -26%
Walleye Capital
572
Walleye Capital
New York
$337K -$23.3M -86,784 -98%
DDPIC
573
Deroy & Devereaux Private Investment Counsel
Michigan
$336K +$804 +3 +0.2%
PA
574
Profund Advisors
Maryland
$335K -$55.2K -206 -14%
AAM
575
Aureus Asset Management
Massachusetts
$331K