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Name Holding Trade Value Shares
Change
Change in
Stake
VA
726
Vident Advisory
Georgia
$1.55M +$1.57M +7,261 New
PTC
727
Private Trust Company
Ohio
$1.54M +$18.5K +86 +1%
AAS
728
Ameritas Advisory Services
Nebraska
$1.54M +$1.4M +6,483 +579%
SDWMA
729
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.54M +$727K +3,370 +88%
IWC
730
Integrated Wealth Concepts
Massachusetts
$1.54M -$12.1K -56 -0.8%
CIC
731
Cornercap Investment Counsel
Georgia
$1.54M -$17.5K -81 -1%
IFWM
732
Institute for Wealth Management
Colorado
$1.53M -$2.16K -10 -0.1%
RL
733
Retireful LLC
Michigan
$1.52M +$1.54M +7,150 New
RC
734
Roundview Capital
New Jersey
$1.52M +$7.76K +36 +0.5%
SWM
735
SeaCrest Wealth Management
New York
$1.52M +$128K +592 +9%
TW
736
TrinityPoint Wealth
Connecticut
$1.51M -$116K -536 -7%
CCM
737
Coldstream Capital Management
Washington
$1.5M -$1.94K -9 -0.1%
CPA
738
Court Place Advisors
Maryland
$1.5M
ADL
739
Asset Dedication LLC
California
$1.49M +$47.6K +221 +3%
CG
740
Caprock Group
Idaho
$1.48M -$75.5K -350 -5%
AA
741
Altman Advisors
Illinois
$1.48M +$1.49M +6,923 New
ACM
742
Aquatic Capital Management
Illinois
$1.47M +$1.49M +6,900 New
SAM
743
Sawgrass Asset Management
Florida
$1.47M +$38.4K +178 +3%
FHA
744
First Horizon Advisors
Tennessee
$1.47M -$35.1K -163 -2%
FNBT
745
FineMark National Bank & Trust
Florida
$1.45M -$20.9K -97 -1%
CAC
746
Core Alternative Capital
Georgia
$1.45M +$639K +2,964 +77%
TIA
747
Trust Investment Advisors
Indiana
$1.45M -$78.9K -366 -5%
TA
748
TCM Advisors
West Virginia
$1.45M
DWA
749
Dorsey Wright & Associates
California
$1.45M +$1.46M +6,783 New
CA
750
CoreCap Advisors
Michigan
$1.44M +$75.9K +352 +6%