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Name Holding Trade Value Shares
Change
Change in
Stake
MSCM
376
McElhenny Sheffield Capital Management
Texas
$243K – – –
PWMAG
377
Pinnacle Wealth Management Advisory Group
New Jersey
$243K – – –
BFS
378
Bradley Foster & Sargent
Connecticut
$243K +$251K +1,000 New
SS
379
Simplicity Solutions
Minnesota
$243K +$251K +1,000 New
BPA
380
Beacon Pointe Advisors
California
$239K +$19.3K +77 +8%
HH
381
Hilltop Holdings
Texas
$234K -$6.77K -27 -3%
SWP
382
Stratos Wealth Partners
Ohio
$232K +$61.9K +247 +35%
ABC
383
Associated Banc-Corp
Wisconsin
$231K – – –
Cerity Partners
384
Cerity Partners
New York
$231K +$65.7K +262 +38%
WI
385
Wahed Invest
New York
$230K +$237K +947 New
SBIA
386
Sheaff Brock Investment Advisors
Indiana
$229K – – –
ACM
387
AlphaCrest Capital Management
New York
$226K -$282K -1,124 -55%
RIA
388
Regal Investment Advisors
Michigan
$224K -$146K -584 -39%
WWM
389
Windsor Wealth Management
Indiana
$223K – – –
AWM
390
Axxcess Wealth Management
California
$222K -$20.8K -83 -8%
MIM
391
Martin Investment Management
Florida
$221K – – –
CAMG
392
CWA Asset Management Group
Florida
$220K – – –
FNBOH
393
First National Bank of Hutchinson
Kansas
$215K +$1K +4 +0.5%
HIC
394
Holderness Investments Company
North Carolina
$213K -$37.6K -150 -15%
PCM
395
Parsons Capital Management
Rhode Island
$212K – – –
BMCM
396
Burns Matteson Capital Management
New York
$204K -$40.8K -163 -16%
ACM
397
Alta Capital Management
Utah
$203K -$9.02K -36 -4%
RCA
398
Resonant Capital Advisors
Wisconsin
$201K -$73.2K -292 -26%
DC
399
Davenport & Co
Virginia
$201K -$43.4K -173 -17%
IFWM
400
Institute for Wealth Management
Colorado
$201K +$38.1K +152 +23%