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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
401
Vestmark Advisory Solutions
Massachusetts
$384K +$2.42K +46 +0.6%
WCM
402
Whitener Capital Management
North Carolina
$382K -$15.8K -300 -4%
FIM
403
Freedom Investment Management
Connecticut
$376K +$15.4K +292 +4%
SWMP
404
Signature Wealth Management Partners
New Jersey
$375K +$396K +7,520 New
CFGS
405
Concourse Financial Group Securities
Alabama
$369K +$96.2K +1,828 +33%
MG
406
Mather Group
Illinois
$367K +$4.42K +84 +1%
Capstone Investment Advisors
407
Capstone Investment Advisors
New York
$364K +$384K +7,300 New
PMFA
408
Plante Moran Financial Advisors
Michigan
$362K
SWP
409
Stratos Wealth Partners
Ohio
$362K +$2.1K +40 +0.6%
V
410
Veritable
Delaware
$361K +$632 +12 +0.2%
LNWWM
411
Laird Norton Wetherby Wealth Management
California
$352K -$32.4K -616 -8%
MCM
412
MAI Capital Management
Ohio
$351K +$370K +7,038 New
KeyBank National Association
413
KeyBank National Association
Ohio
$346K -$106K -2,006 -22%
IAA
414
Independent Advisor Alliance
North Carolina
$346K +$1.79K +34 +0.5%
PPWP
415
Proquility Private Wealth Partners
Nevada
$338K +$357K +6,774 New
CA
416
Calton & Associates
Florida
$336K +$10K +190 +3%
QT
417
Quantamental Technologies
New York
$335K +$354K +6,720 New
WG
418
Welch Group
Alabama
$332K
HPC
419
HM Payson & Co
Maine
$331K
DJSG
420
D.J. St. Germain
Massachusetts
$327K
SXL
421
Summit X LLC
Missouri
$326K -$21.9K -416 -6%
AG
422
AlphaSimPlex Group
Massachusetts
$325K +$78K +1,482 +30%
HFG
423
Heron Financial Group
New York
$323K +$105 +2 +0%
IB
424
Intrust Bank
Kansas
$315K +$9.47K +180 +3%
UCFA
425
United Capital Financial Advisors
Texas
$314K +$25.7K +488 +8%