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Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
151
Kovitz Investment Group Partners
Illinois
$1.8M +$102K +1,573 +7%
OCM
152
Orleans Capital Management
Louisiana
$1.8M -$506K -7,775 -23%
WWA
153
WCG Wealth Advisors
Nevada
$1.74M -$455K -7,001 -22%
FCMA
154
Foresight Capital Management Advisors
Michigan
$1.73M -$142K -2,190 -8%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$1.72M -$1.8M -27,686 -53%
BP
156
Ballentine Partners
Massachusetts
$1.7M -$165K -2,540 -10%
UCFA
157
United Capital Financial Advisors
Texas
$1.67M +$35.1K +540 +2%
SC
158
Savant Capital
Illinois
$1.66M -$15.5K -239 -1%
MPPW
159
Mitchell & Pahl Private Wealth
Oklahoma
$1.66M -$5.33K -82 -0.4%
CL
160
Choreo LLC
Illinois
$1.65M -$12.9K -199 -0.8%
ECM
161
Evergreen Capital Management
Washington
$1.65M -$41.2K -633 -3%
WFI
162
West Family Investments
California
$1.64M +$13.5K +207 +0.9%
VF
163
Virtu Financial
New York
$1.63M +$76.4K +1,175 +5%
SAI
164
Systematic Alpha Investments
New Jersey
$1.63M
GF
165
Gabelli Funds
New York
$1.61M
DWT
166
Dorsey & Whitney Trust
South Dakota
$1.58M -$33.4K -513 -2%
TBC
167
Ted Buchan & Co
California
$1.57M +$55.1K +847 +4%
MCM
168
MAI Capital Management
Ohio
$1.57M -$179K -2,746 -11%
BIG
169
Brooklyn Investment Group
New York
$1.57M -$28.6K -440 -2%
DWM
170
Dynasty Wealth Management
Florida
$1.56M +$1.43M +22,025 New
Allspring Global Investments
171
Allspring Global Investments
North Carolina
$1.56M -$14.5K -223 -1%
SWP
172
Sagespring Wealth Partners
Tennessee
$1.56M +$129K +1,980 +10%
SA
173
Sanctuary Advisors
Indiana
$1.52M +$337K +5,186 +32%
KCM
174
Kathmere Capital Management
Pennsylvania
$1.48M +$211K +3,251 +18%
SAM
175
Smartleaf Asset Management
Massachusetts
$1.46M +$180K +2,767 +15%