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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
376
Diversify Wealth Management
Utah
$709K +$716K +2,284 New
LWAM
377
Legacy Wealth Asset Management
Minnesota
$692K +$3.13K +10 +0.5%
AIC
378
Archer Investment Corporation
Indiana
$690K – – –
CFM
379
Catalyst Funds Management
Australia
$690K +$689K +2,200 New
GIM
380
Groesbeck Investment Management
New Jersey
$687K +$9.4K +30 +1%
PWM
381
Purus Wealth Management
California
$687K – – –
G
382
GenTrust
Florida
$666K +$666K +2,126 New
ZB
383
Zions Bancorporation
Utah
$654K -$97.2K -310 -13%
ST
384
Somerset Trust
Pennsylvania
$652K -$10.3K -33 -2%
Mercer Global Advisors
385
Mercer Global Advisors
Colorado
$651K +$30.7K +98 +5%
CAM
386
Cresset Asset Management
Illinois
$649K +$18.8K +60 +3%
TPI
387
Trust Point Inc
Wisconsin
$648K -$3.45K -11 -0.5%
Vanguard Personalized Indexing Management
388
Vanguard Personalized Indexing Management
California
$637K +$102K +326 +19%
IWC
389
Integrated Wealth Concepts
Massachusetts
$630K +$33.2K +106 +6%
AO
390
Advisor OS
Illinois
$622K -$31.7K -101 -5%
TIAA Trust, National Association
391
TIAA Trust, National Association
North Carolina
$621K -$41.7K -133 -6%
SPA
392
Sherbrooke Park Advisers
New York
$612K +$612K +1,952 New
Cambridge Investment Research Advisors
393
Cambridge Investment Research Advisors
Iowa
$609K -$139K -444 -19%
Verition Fund Management
394
Verition Fund Management
Connecticut
$608K +$608K +1,941 New
FB
395
Fulton Bank
Pennsylvania
$602K -$7.52K -24 -1%
NA
396
NewEdge Advisors
Louisiana
$590K +$139K +445 +31%
DADC
397
D.A. Davidson & Co
Montana
$580K +$19.4K +62 +3%
MCC
398
Malaga Cove Capital
California
$569K -$1.88K -6 -0.3%
EHAM
399
Eagle Harbor Asset Management
Washington
$567K -$7.83K -25 -1%
TCM
400
Tributary Capital Management
Nebraska
$567K -$5.64K -18 -1%