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Name Holding Trade Value Shares
Change
Change in
Stake
VCP
1026
Verus Capital Partners
Arizona
$154K -$32.6K -3,338 -18%
VWM
1027
Venturi Wealth Management
Texas
$153K +$126K +12,865 +534%
GAM
1028
GEM Asset Management
Michigan
$153K +$150K +15,390 New
IC
1029
Iconiq Capital
California
$153K +$149K +15,245 New
SC
1030
Stephens Consulting
Michigan
$153K
CFG
1031
Citizens Financial Group
Rhode Island
$152K +$37.5K +3,839 +34%
WSFS
1032
Wilmington Savings Fund Society
Delaware
$152K +$8.45K +865 +6%
CAS
1033
Coppell Advisory Solutions
Texas
$152K -$37.2K -3,805 -20%
PL
1034
Plancorp LLC
Missouri
$151K -$15.4K -1,576 -9%
SFC
1035
Summit Financial Consulting
Michigan
$151K +$147K +15,051 New
AWA
1036
AGH Wealth Advisors
Kansas
$151K -$899 -92 -0.6%
CFD
1037
Creative Financial Designs
Indiana
$150K -$96K -9,826 -40%
UWP
1038
Uniting Wealth Partners
Kansas
$150K
FIM
1039
Freedom Investment Management
Connecticut
$150K +$7.45K +763 +5%
SFG
1040
SNS Financial Group
Minnesota
$150K -$7.4K -758 -5%
T
1041
Tableaux
Massachusetts
$149K
GW
1042
Griffith & Werner
Georgia
$149K
Lazard Asset Management
1043
Lazard Asset Management
New York
$149K -$147K -15,092 -50%
WMA
1044
Wealth Management Associates
New Jersey
$149K -$9.4K -962 -6%
KMWM
1045
Keudell/Morrison Wealth Management
Oregon
$149K -$9.29K -951 -6%
HC
1046
Headland Capital
South Carolina
$149K +$18.9K +1,932 +15%
SS
1047
Sunbelt Securities
Texas
$148K -$53.5K -5,481 -27%
ITIM
1048
Indiana Trust & Investment Management
Indiana
$147K
TFS
1049
Thoroughbred Financial Services
Tennessee
$147K -$17.3K -1,773 -11%
MP
1050
McDonald Partners
Ohio
$147K -$977 -100 -0.7%