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Name Holding Trade Value Shares
Change
Change in
Stake
MG
451
Mather Group
Illinois
$237K -$2.8K -46 -1%
WPC
452
Waters Parkerson & Co
Louisiana
$234K – – –
TL
453
Tradewinds LLC
North Carolina
$233K +$232K +3,813 New
SFS
454
Sowell Financial Services
Arkansas
$232K +$231K +3,799 New
CCM
455
Coldstream Capital Management
Washington
$231K +$17K +280 +8%
NRW
456
Nova R Wealth
Kansas
$230K +$229K +3,771 New
FNA
457
First National Advisers
Nebraska
$230K – – –
SIS
458
Sound Income Strategies
Florida
$227K – – –
SC
459
Schulhoff & Co
Ohio
$226K – – –
BMSSC
460
B. Metzler seel. Sohn & Co
Germany
$223K – – –
MM
461
MQS Management
New York
$221K +$220K +3,619 New
Credit Agricole
462
Credit Agricole
France
$220K -$66.4K -1,091 -23%
KCPG
463
Kavar Capital Partners Group
Kansas
$220K – – –
PFO
464
Pathstone Family Office
New Jersey
$220K +$211K +3,473 New
MW
465
Marcum Wealth
Ohio
$219K -$12.8K -210 -6%
AWM
466
Accurate Wealth Management
Florida
$218K +$56.9K +935 +37%
HI
467
Horizon Investments
North Carolina
$216K +$215K +3,541 New
CPIA
468
Cornell Pochily Investment Advisors
New York
$215K +$6.08K +100 +3%
WIA
469
World Investment Advisors
California
$211K – – –
WI
470
WrapManager Inc
California
$211K +$15.1K +248 +8%
IAA
471
Independent Advisor Alliance
North Carolina
$210K +$209K +3,440 New
PWA
472
Phoenix Wealth Advisors
North Carolina
$210K +$209K +3,439 New
SS
473
Sunbelt Securities
Texas
$208K +$2.01K +33 +1%
BPC
474
Banque Pictet & Cie
Switzerland
$208K -$382K -6,288 -65%
Aviva
475
Aviva
United Kingdom
$202K – – –