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Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
451
Vontobel Holding
Switzerland
$508K -$50.6K -1,228 -9%
VA
452
Vident Advisory
Georgia
$507K +$48.4K +1,173 +11%
JIC
453
Johnson Investment Counsel
Ohio
$506K +$76.1K +1,845 +19%
IAN
454
Integrated Advisors Network
Texas
$502K +$78.8K +1,910 +20%
ECM
455
Evergreen Capital Management
Washington
$501K +$10.4K +252 +2%
TWM
456
Thrive Wealth Management
Pennsylvania
$499K +$90.6K +2,198 +23%
SW
457
SVB Wealth
Massachusetts
$497K -$67.3K -1,633 -12%
CCA
458
Checchi Capital Advisers
California
$493K +$38.8K +941 +9%
FHA
459
Flagship Harbor Advisors
Massachusetts
$491K -$19K -461 -4%
NAS
460
Nicolet Advisory Services
Wisconsin
$490K -$5.11K -124 -1%
GIA
461
Gladstone Institutional Advisory
Florida
$485K -$2.31K -56 -0.5%
CWM
462
Cornerstone Wealth Management
Missouri
$484K -$126K -3,067 -21%
BW
463
Bison Wealth
Georgia
$481K -$577 -14 -0.1%
SFM
464
Signet Financial Management
New Jersey
$479K +$20.4K +494 +5%
DWT
465
Dorsey & Whitney Trust
South Dakota
$476K +$4.45K +108 +1%
OC
466
Opinicus Capital
Florida
$473K -$10.8K -262 -2%
RFG
467
Range Financial Group
Oregon
$472K +$46.1K +1,117 +11%
HA
468
Herold Advisors
New York
$469K +$10.1K +246 +2%
PCIA
469
Prime Capital Investment Advisors
Kansas
$467K -$21.8K -528 -5%
BCM
470
Boltwood Capital Management
California
$466K +$8.66K +210 +2%
APP
471
Avantax Planning Partners
Iowa
$459K +$219K +5,302 +98%
FCCM
472
First City Capital Management
Georgia
$459K -$6.6K -160 -1%
GM
473
GeoWealth Management
Illinois
$456K +$44.9K +1,088 +11%
GWMR
474
GC Wealth Management RIA
Massachusetts
$455K +$29.2K +708 +7%
PCS
475
Personal CFO Solutions
New Jersey
$451K +$17.7K +430 +4%