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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
426
Prospera Financial Services
Texas
$255K +$239K +4,902 New
SWM
427
Segment Wealth Management
Texas
$254K
WPC
428
Waters Parkerson & Co
Louisiana
$253K
KF
429
Krilogy Financial
Missouri
$252K +$1.27K +26 +0.5%
AIP
430
Ahrens Investment Partners
Louisiana
$249K
DCM
431
Dupont Capital Management
Delaware
$244K +$104K +2,142 +82%
GT
432
Greenleaf Trust
Michigan
$240K +$14.2K +292 +7%
LNC
433
Lincoln National Corp
Pennsylvania
$240K +$227K +4,666 New
BF
434
BOK Financial
Oklahoma
$239K +$7.41K +152 +3%
SSW
435
Smith Shellnut Wilson
Mississippi
$229K
NGA
436
Naples Global Advisors
Florida
$227K
SF
437
Synovus Financial
Georgia
$227K
VAS
438
Vestmark Advisory Solutions
Massachusetts
$226K -$9.36K -192 -4%
EA
439
Elm Advisors
California
$226K
WSCM
440
Wellington Shields Capital Management
New York
$226K
LOAME
441
Lombard Odier Asset Management (Europe)
United Kingdom
$224K
SW
442
SVB Wealth
Massachusetts
$224K
RIA
443
Realta Investment Advisors
Delaware
$219K +$122K +2,494 +142%
MC
444
Miramar Capital
Illinois
$218K
BBHC
445
Brown Brothers Harriman & Co
New York
$217K +$97.7K +2,004 +90%
VFA
446
Valeo Financial Advisors
Indiana
$215K -$2.44K -50 -1%
CA
447
Calton & Associates
Florida
$214K +$203K +4,156 New
WS
448
Wedbush Securities
California
$214K +$203K +4,164 New
PAG
449
Private Advisor Group
New Jersey
$213K -$13.9K -286 -6%
NIPH
450
NN Investment Partners Holdings
Netherlands
$212K -$124K -2,544 -38%