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Name Holding Trade Value Shares
Change
Change in
Stake
CG
201
Caprock Group
Idaho
$405K -$146K -15,143 -28%
SIG
202
Stonegate Investment Group
Alabama
$399K -$13.8K -1,428 -4%
MIM
203
Martin Investment Management
Florida
$390K
UCFA
204
United Capital Financial Advisors
Texas
$383K +$8.38K +867 +2%
IAS
205
Insigneo Advisory Services
Florida
$380K +$21.6K +2,235 +7%
HAG
206
HighPoint Advisor Group
Illinois
$376K +$28.4K +2,937 +9%
IWM
207
IHT Wealth Management
Illinois
$370K +$122K +12,595 +57%
ECM
208
Evergreen Capital Management
Washington
$367K +$23.3K +2,409 +7%
SL
209
Summitry LLC
California
$360K +$14.8K +1,529 +5%
QWP
210
Quotient Wealth Partners
Texas
$358K +$48.5K +5,020 +17%
NA
211
NewEdge Advisors
Louisiana
$357K +$72.4K +7,486 +28%
WA
212
Wealth Alliance
New York
$357K -$164K -16,941 -33%
VA
213
Vident Advisory
Georgia
$356K +$41.8K +4,318 +15%
MCM
214
MAI Capital Management
Ohio
$344K -$4.78K -494 -1%
M&T Bank
215
M&T Bank
New York
$344K -$7.98K -825 -2%
BWM
216
Baron Wealth Management
Michigan
$341K
ISL
217
Ingalls & Snyder LLC
New York
$335K -$387 -40 -0.1%
BTI
218
Blue Trust Inc
Georgia
$332K +$149K +15,439 +62%
CT
219
Caldwell Trust
Florida
$317K
Pacer Advisors
220
Pacer Advisors
Pennsylvania
$314K -$62K -6,409 -18%
AWA
221
Aaron Wealth Advisors
Illinois
$311K +$54.5K +5,639 +24%
SAM
222
Smartleaf Asset Management
Massachusetts
$310K +$230K +23,818 +452%
Focus Partners Wealth
223
Focus Partners Wealth
Massachusetts
$310K +$5.37K +555 +2%
HCMT
224
Highland Capital Management (Tennessee)
Tennessee
$309K -$2.34K -242 -0.8%
DWM
225
Defined Wealth Management
Oregon
$309K +$193 +20 +0.1%