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Name Holding Trade Value Shares
Change
Change in
Stake
B
351
Bailard
California
$1.03M +$34.7K +640 +4%
JPWM
352
Jamison Private Wealth Management
Georgia
$1.02M +$49.8K +919 +5%
HWM
353
HB Wealth Management
Georgia
$1.02M +$162K +2,993 +19%
IF
354
Intrua Financial
Texas
$1.01M -$147K -2,707 -13%
IWM
355
IHT Wealth Management
Illinois
$1.01M +$177K +3,265 +22%
AF
356
Advisornet Financial
Minnesota
$992K -$26.4K -487 -3%
QPBE
357
Quintet Private Bank (Europe)
Luxembourg
$977K
Envestnet Portfolio Solutions
358
Envestnet Portfolio Solutions
Illinois
$969K -$2.54M -46,844 -73%
EI
359
Ellevest Inc
New York
$961K -$40.9K -754 -4%
HPM
360
Hudson Portfolio Management
New York
$951K -$93.6K -1,728 -9%
MFIM
361
Mesirow Financial Investment Management
Illinois
$942K +$122K +2,252 +15%
AAM
362
AMI Asset Management
California
$939K -$5.2K -96 -0.6%
FT
363
Fiduciary Trust
Massachusetts
$934K -$2.44K -45 -0.3%
VCS
364
Vaughan & Co Securities
New Jersey
$931K -$42.5K -784 -4%
DC
365
Davenport & Co
Virginia
$926K -$4.03M -74,432 -82%
RFG
366
Range Financial Group
Oregon
$925K -$15.2K -281 -2%
TAFW
367
Tred Avon Family Wealth
Maryland
$918K -$123K -2,275 -12%
RA
368
RFG Advisory
Alabama
$917K -$578K -10,663 -39%
HCMT
369
Highland Capital Management (Tennessee)
Tennessee
$916K -$2.71K -50 -0.3%
NB
370
NBT Bank
New York
$914K +$17.1K +315 +2%
AWM
371
Apollon Wealth Management
South Carolina
$914K -$139K -2,565 -13%
CIA
372
Concurrent Investment Advisors
Florida
$911K -$82.5K -1,522 -8%
ISL
373
Ingalls & Snyder LLC
New York
$909K
GCM
374
Gallacher Capital Management
Colorado
$893K +$22.4K +414 +3%
SC
375
Savant Capital
Illinois
$893K +$231K +4,256 +36%