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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
451
Leavell Investment Management
Alabama
$353K
WP
452
WealthSource Partners
California
$352K +$112K +2,332 +49%
V
453
Veritable
Delaware
$350K -$18.4K -383 -5%
QPWM
454
Quadrant Private Wealth Management
Pennsylvania
$350K -$3.84K -80 -1%
OIA
455
Optimum Investment Advisors
Illinois
$349K -$38.4K -800 -10%
BW
456
Bison Wealth
Georgia
$348K -$250K -5,200 -43%
GT
457
Greenleaf Trust
Michigan
$347K +$49.3K +1,026 +17%
FANJ
458
Financial Architects (New Jersey)
New Jersey
$345K +$192 +4 +0.1%
VFA
459
Valeo Financial Advisors
Indiana
$345K +$23.6K +491 +8%
AA
460
Ancora Advisors
Ohio
$344K
GAM
461
Gotham Asset Management
New York
$340K
RIA
462
Realta Investment Advisors
Delaware
$338K -$32.7K -681 -9%
FC
463
FCA Corp
Texas
$338K
LNC
464
Lincoln National Corp
Pennsylvania
$335K +$17K +354 +6%
AssetMark Inc
465
AssetMark Inc
California
$328K -$1.41M -29,368 -82%
CC
466
Courier Capital
New York
$318K +$577 +12 +0.2%
CIC
467
Carnegie Investment Counsel
Ohio
$317K -$21.3K -444 -7%
CFGS
468
Concourse Financial Group Securities
Alabama
$317K +$65.5K +1,364 +28%
JWCA
469
J.W. Cole Advisors
Florida
$316K +$6.29K +131 +2%
GRP
470
Global Retirement Partners
California
$316K +$196K +4,086 +180%
FLI
471
Family Legacy Inc
South Carolina
$314K
BCM
472
Boltwood Capital Management
California
$312K +$22.3K +465 +8%
TCA
473
Transcend Capital Advisors
New Jersey
$311K -$3.51K -73 -1%
EWM
474
Empirical Wealth Management
Washington
$310K +$299K +6,227 New
FTDI
475
First Trust Direct Indexing
Massachusetts
$309K +$298K +6,206 New