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Name Holding Trade Value Shares
Change
Change in
Stake
CC
226
Centiva Capital
New York
$368K +$160K +8,927 +79%
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$367K -$46.5K -2,604 -11%
GWMR
228
GC Wealth Management RIA
Massachusetts
$367K +$2.82K +158 +0.8%
BTI
229
Blue Trust Inc
Georgia
$366K +$296K +16,548 +346%
IWC
230
Integrated Wealth Concepts
Massachusetts
$364K +$15.6K +875 +5%
Luther King Capital Management (LKCM)
231
Luther King Capital Management (LKCM)
Texas
$360K +$29.4K +1,648 +9%
CCM
232
Coldstream Capital Management
Washington
$357K +$59.7K +3,340 +20%
Lido Advisors
233
Lido Advisors
California
$353K +$38.9K +2,175 +13%
PA
234
Parallel Advisors
California
$351K +$24.2K +1,357 +8%
BFG
235
Bleakley Financial Group
New Jersey
$347K +$33.5K +1,877 +11%
HCA
236
Hyperion Capital Advisors
New York
$346K
SRC
237
Sage Rhino Capital
California
$340K +$304 +17 +0.1%
P
238
Pitcairn
Pennsylvania
$340K -$7K -392 -2%
GC
239
Guggenheim Capital
Illinois
$338K +$29.3K +1,638 +10%
KAS
240
Kestra Advisory Services
Texas
$336K -$312K -17,437 -49%
IWM
241
IHT Wealth Management
Illinois
$335K +$128K +7,159 +62%
NWAG
242
Net Worth Advisory Group
Utah
$335K +$329K +18,433 New
CCA
243
Checchi Capital Advisers
California
$335K +$16.6K +928 +5%
CP
244
Camelot Portfolios
Ohio
$329K -$411K -23,030 -56%
PCS
245
Personal CFO Solutions
New Jersey
$320K -$3.29K -184 -1%
PWPS
246
Pinnacle Wealth Planning Services
Ohio
$318K -$51.2K -2,864 -14%
LSAG
247
Lake Street Advisors Group
New Hampshire
$313K -$1.84K -103 -0.6%
SIC
248
Samalin Investment Counsel
New York
$313K +$5.61K +314 +2%
AWM
249
AE Wealth Management
Kansas
$311K +$27.5K +1,537 +10%
NP
250
Nilsine Partners
Colorado
$307K -$19.7K -1,100 -6%