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Name Holding Trade Value Shares
Change
Change in
Stake
NP
226
NorthRock Partners
Minnesota
$398K +$413K +39,744 New
USCWA
227
U.S. Capital Wealth Advisors
Texas
$394K +$26.8K +2,573 +7%
Luther King Capital Management (LKCM)
228
Luther King Capital Management (LKCM)
Texas
$393K -$146K -14,033 -26%
AGC
229
Aspen Grove Capital
Colorado
$385K +$24.1K +2,315 +6%
EC
230
EntryPoint Capital
New York
$379K +$394K +37,899 New
UCFA
231
United Capital Financial Advisors
Texas
$378K -$8.94K -859 -2%
AAM
232
Auxier Asset Management
Oregon
$369K -$2.08K -200 -0.5%
SS
233
SBI Securities
Japan
$365K +$2.93K +282 +0.8%
SMH
234
Sanders Morris Harris
Texas
$360K +$375K +36,000 New
KCM
235
Kathmere Capital Management
Pennsylvania
$349K -$91.6K -8,805 -20%
LCWP
236
Legacy Capital Wealth Partners
Arkansas
$349K -$4.74K -456 -1%
SAM
237
Smartleaf Asset Management
Massachusetts
$337K +$8.94K +859 +3%
IAS
238
Insigneo Advisory Services
Florida
$337K +$13.6K +1,309 +4%
MIM
239
Martin Investment Management
Florida
$332K -$95.5K -9,175 -22%
VCM
240
Versant Capital Management
Arizona
$331K +$78.8K +7,574 +30%
BAM
241
Blueshift Asset Management
New Jersey
$330K +$343K +32,950 New
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$328K -$322K -30,920 -49%
DT
243
Diversified Trust
Tennessee
$322K -$7.58K -729 -2%
RCA
244
Resonant Capital Advisors
Wisconsin
$319K +$56.5K +5,428 +21%
ASN
245
Advisory Services Network
Georgia
$314K +$5.32K +511 +2%
OCA
246
OpenArc Corporate Advisory
Georgia
$312K +$92.5K +8,894 +40%
MGWM
247
Marks Group Wealth Management
Minnesota
$308K -$3.64K -350 -1%
SW
248
Simplicity Wealth
New Jersey
$306K -$142K -13,608 -31%
IAA
249
Independent Advisor Alliance
North Carolina
$304K -$57K -5,475 -15%
PA
250
Parallel Advisors
California
$303K +$53.4K +5,134 +20%