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Name Holding Trade Value Shares
Change
Change in
Stake
FA
151
FDx Advisors
Illinois
$391K -$81.5K -9,884 -17%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$383K +$29.9K +3,628 +8%
M&T Bank
153
M&T Bank
New York
$382K -$93.2K -11,311 -20%
SIA
154
Schechter Investment Advisors
Michigan
$380K +$118K +14,331 +45%
IAS
155
Insigneo Advisory Services
Florida
$375K +$13.1K +1,586 +4%
KAS
156
Kestra Advisory Services
Texas
$363K +$86K +10,440 +31%
Millennium Management
157
Millennium Management
New York
$360K +$361K +43,794 New
GFS
158
GYL Financial Synergies
Connecticut
$359K -$25 -3 -0%
S
159
SimplyRich
California
$358K +$358K +43,449 New
AAM
160
Auxier Asset Management
Oregon
$356K -$12K -1,451 -3%
Brown Advisory
161
Brown Advisory
Maryland
$341K +$42.1K +5,104 +14%
GWM
162
Greenwich Wealth Management
Connecticut
$332K
CCMINC
163
Cardinal Capital Management Inc (North Carolina)
North Carolina
$331K +$775 +94 +0.2%
HTC
164
Haverford Trust Company
Pennsylvania
$328K
WA
165
Wealth Alliance
New York
$320K +$40.2K +4,883 +14%
HNB
166
Huntington National Bank
Ohio
$319K +$291K +35,309 +1,035%
TNB
167
Thomasville National Bank
Georgia
$317K -$23.8K -2,893 -7%
WWP
168
WR Wealth Planners
Missouri
$313K +$40.6K +4,931 +15%
IWC
169
Integrated Wealth Concepts
Massachusetts
$311K -$22.4K -2,716 -7%
CCM
170
Coldstream Capital Management
Washington
$304K +$200K +24,270 +192%
MIM
171
Martin Investment Management
Florida
$303K +$304K +36,830 New
ISL
172
Ingalls & Snyder LLC
New York
$302K -$60K -7,275 -17%
OWA
173
One Wealth Advisors
California
$295K +$295K +35,787 New
TPCW
174
TD Private Client Wealth
New York
$291K -$13.8K -1,680 -5%
DADC
175
D.A. Davidson & Co
Montana
$288K -$37.3K -4,525 -11%