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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
376
Summit Creek Advisors
Minnesota
$369K
IWC
377
Integrated Wealth Concepts
Massachusetts
$369K -$46.5K -199 -10%
IAS
378
Insigneo Advisory Services
Florida
$369K -$30.4K -130 -7%
EF
379
Empowered Funds
Pennsylvania
$350K +$2.57K +11 +0.7%
PAG
380
Private Advisor Group
New Jersey
$350K -$133K -569 -25%
QCM
381
Qsemble Capital Management
New York
$346K +$10.3K +44 +3%
TIAA Trust, National Association
382
TIAA Trust, National Association
North Carolina
$345K -$94.3K -404 -20%
WKSWA
383
White Knight Strategic Wealth Advisors
New Jersey
$340K +$189K +810 +100%
SIA
384
Schechter Investment Advisors
Michigan
$334K -$335K -1,434 -47%
FFM
385
Forum Financial Management
Illinois
$333K +$371K +1,588 New
BEI
386
Benjamin Edwards Inc
Missouri
$329K +$45.5K +195 +14%
LCWP
387
Legacy Capital Wealth Partners
Arkansas
$328K -$147K -631 -29%
SC
388
Steph & Co
Wisconsin
$327K +$12.8K +55 +4%
TA
389
Tectonic Advisors
Texas
$320K -$294K -1,257 -45%
PWPS
390
Pinnacle Wealth Planning Services
Ohio
$320K +$5.6K +24 +2%
DWM
391
Diversify Wealth Management
Utah
$319K -$149K -640 -30%
CSIC
392
Clifford Swan Investment Counsel
California
$319K -$35.3K -151 -9%
WAG
393
Wallace Advisory Group
California
$319K +$19.8K +85 +8%
Vanguard Personalized Indexing Management
394
Vanguard Personalized Indexing Management
California
$317K -$183K -785 -34%
WA
395
Wealth Alliance
New York
$311K +$35K +150 +11%
CB
396
Commerce Bank
Missouri
$306K -$71.2K -305 -17%
HCA
397
Harbor Capital Advisors
Illinois
$303K -$213K -913 -39%
NAM
398
NorthCrest Asset Manangement
Minnesota
$302K -$16.3K -70 -5%
SW
399
SteelPeak Wealth
California
$299K -$16.8K -72 -5%
CAMG
400
CWA Asset Management Group
Florida
$299K -$1.17K -5 -0.3%