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Name Holding Trade Value Shares
Change
Change in
Stake
KI
1001
Kapitalo Investimentos
Brazil
$248K +$17.9K +80 +7%
AOWM
1002
Alpha Omega Wealth Management
Virginia
$247K -$5.6K -25 -2%
CI
1003
Conning Inc
Connecticut
$246K
PWMAG
1004
Pinnacle Wealth Management Advisory Group
New Jersey
$244K -$103K -458 -27%
NC
1005
NovaPoint Capital
Georgia
$244K
LWM
1006
Liberty Wealth Management
California
$244K -$4.48K -20 -2%
MG
1007
Mather Group
Illinois
$243K -$26K -116 -9%
WC
1008
Waterloo Capital
Texas
$241K -$224 -1 -0.1%
HAFS
1009
Hapanowicz & Associates Financial Services
Pennsylvania
$240K
GCP
1010
Gill Capital Partners
Colorado
$238K +$1.57K +7 +0.6%
RWM
1011
Ritholtz Wealth Management
New York
$238K -$2.79M -12,460 -91%
FDCC
1012
Foster Dykema Cabot & Co
Massachusetts
$237K
LBWM
1013
Left Brain Wealth Management
Illinois
$236K +$41K +183 +18%
AG
1014
Algert Global
California
$235K +$263K +1,177 New
MG
1015
Meritage Group
California
$235K +$263K +1,176 New
CIA
1016
Choate Investment Advisors
Massachusetts
$235K +$24.6K +110 +10%
HBT
1017
Hills Bank & Trust
Iowa
$234K -$24K -107 -8%
HVIA
1018
Hudson Valley Investment Advisors
New York
$234K
TC
1019
TownSquare Capital
Utah
$232K +$44.3K +198 +21%
RCAG
1020
Rehmann Capital Advisory Group
Michigan
$231K -$2.69K -12 -1%
MGIA
1021
Moneta Group Investment Advisors
Missouri
$231K -$9.4K -42 -4%
KA
1022
Kintegral Advisory
New York
$230K
CWP
1023
CFM Wealth Partners
Texas
$230K
TIA
1024
Tiemann Investment Advisors
California
$229K -$11.2K -50 -4%
TNA
1025
True North Advisors
Texas
$229K