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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$72K -$335 -8 -0.5%
S
327
SignatureFD
Georgia
$70K -$27.8K -664 -28%
IUHSA
328
Itau Unibanco Holding S.A.
Brazil
$64K +$65.4K +1,564 New
GWM
329
Geneos Wealth Management
Colorado
$61K
IWA
330
Intercontinental Wealth Advisors
Texas
$61K +$60.6K +1,449 New
1IA
331
1834 Investment Advisors
Wisconsin
$56K
CAM
332
Cresset Asset Management
Illinois
$52K +$52.4K +1,252 New
BCWM
333
Bartlett & Co Wealth Management
Ohio
$50.2K
BC
334
Bartlett & Co
Ohio
$50K
RTC
335
Riverview Trust Company
Washington
$49K +$49.2K +1,176 New
Bessemer Group
336
Bessemer Group
New Jersey
$41K +$5.27K +126 +15%
RCAG
337
Rehmann Capital Advisory Group
Michigan
$40.8K +$6.02K +144 +17%
Schroder Investment Management Group
338
Schroder Investment Management Group
United Kingdom
$39.6K +$10.9M +261,197 +38%
CAW
339
Cornerstone Advisors (Washington)
Washington
$38K -$1.46K -35 -4%
MMG
340
Monetary Management Group
Missouri
$38K
DWA
341
Dougherty Wealth Advisers
Minnesota
$38K +$36.7K +877 New
PCM
342
Penserra Capital Management
California
$36K -$34.7K -830 -49%
EWM
343
Endurance Wealth Management
Rhode Island
$35K
TFA
344
Transamerica Financial Advisors
Florida
$33K -$9.41K -225 -22%
SGS
345
Sterling Global Strategies
California
$31.7K +$31.7K +758 New
TL
346
TrueWealth LLC
Georgia
$31K
PGWM
347
Parisi Gray Wealth Management
New Jersey
$29K -$8.37K -200 -22%
JA
348
JOYN Advisors
Georgia
$29K +$19.9K +476 +222%
CTC
349
Central Trust Company
Missouri
$26K -$45.8K -1,096 -64%
SMG
350
Spectrum Management Group
Indiana
$25K