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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
576
Concentric Wealth Management
California
$407K -$23K -800 -5%
BC
577
Burney Company
Virginia
$405K -$118K -4,101 -23%
IB
578
Intrust Bank
Kansas
$405K -$3.1K -108 -0.8%
MGIA
579
Moneta Group Investment Advisors
Missouri
$401K +$124K +4,316 +46%
Lazard Asset Management
580
Lazard Asset Management
New York
$400K -$82.5K -2,873 -17%
PTC
581
Private Trust Company
Ohio
$397K +$359K +12,517 +1,255%
SSW
582
Smith Shellnut Wilson
Mississippi
$395K
SP
583
Symmetry Partners
Connecticut
$395K -$283K -9,845 -42%
AIP
584
Ameritas Investment Partners
Nebraska
$394K -$19.4K -676 -5%
PFM
585
Parsec Financial Management
North Carolina
$394K -$281K -9,800 -42%
Empower Advisory Group
586
Empower Advisory Group
Colorado
$392K +$377K +13,127 New
PCIA
587
Prime Capital Investment Advisors
Kansas
$389K +$380K +13,245 New
DOA
588
D'Orazio & Associates
Virginia
$388K -$7.78K -271 -2%
FPAS
589
Focus Partners Advisor Solutions
Missouri
$388K +$380K +13,221 New
DWM
590
Dakota Wealth Management
Florida
$387K
AMIM
591
Aull & Monroe Investment Management
Alabama
$385K -$8.61K -300 -2%
CIA
592
Capital Investment Advisors
Georgia
$383K -$20.3K -706 -5%
BWAM
593
Boyd Watterson Asset Management
Ohio
$383K +$16.7K +582 +5%
ICP
594
Interchange Capital Partners
Pennsylvania
$380K +$375K +13,058 New
WI
595
Wedgewood Investors
Pennsylvania
$379K
AWM
596
Apollon Wealth Management
South Carolina
$378K -$13.3K -462 -3%
STC
597
Sarah T. Connolly
$374K
FFM
598
Forum Financial Management
Illinois
$373K +$5.14K +179 +1%
B
599
Bailard
California
$372K -$4.76K -166 -1%
WI
600
Wahed Invest
New York
$372K -$7.26K -253 -2%