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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Challenger Wealth Management
California
$329K +$341K +21,000 New
CAM
227
Cresset Asset Management
Illinois
$321K -$1.47M -90,278 -82%
BFG
228
Bleakley Financial Group
New Jersey
$319K +$20.9K +1,285 +7%
CTC
229
Cetera Trust Company
Minnesota
$318K -$5.69K -350 -2%
IWC
230
Integrated Wealth Concepts
Massachusetts
$317K +$3.35K +206 +1%
LC
231
Lindbrook Capital
California
$317K -$31.8K -1,959 -9%
PWPS
232
Pinnacle Wealth Planning Services
Ohio
$308K +$34.9K +2,147 +12%
GWMR
233
GC Wealth Management RIA
Massachusetts
$305K -$12.1K -744 -4%
PAG
234
Private Advisor Group
New Jersey
$302K -$25.9K -1,592 -8%
HCA
235
Hyperion Capital Advisors
New York
$299K
PA
236
Parallel Advisors
California
$297K -$6.05K -372 -2%
PS
237
Principal Securities
Iowa
$296K +$268K +16,503 +690%
Luther King Capital Management (LKCM)
238
Luther King Capital Management (LKCM)
Texas
$291K -$20.2K -1,243 -6%
P
239
Pitcairn
Pennsylvania
$291K -$2.94K -181 -1%
CCA
240
Checchi Capital Advisers
California
$285K -$4.22K -260 -1%
RG
241
Rathbones Group
United Kingdom
$284K -$134K -8,250 -31%
SRC
242
Sage Rhino Capital
California
$283K -$11.5K -709 -4%
SC
243
Syon Capital
California
$281K +$90K +5,538 +45%
ONB
244
Old National Bancorp
Indiana
$280K +$38.5K +2,369 +15%
NWAG
245
Net Worth Advisory Group
Utah
$277K -$12K -736 -4%
CP
246
Camelot Portfolios
Ohio
$271K -$12.8K -788 -4%
PCS
247
Personal CFO Solutions
New Jersey
$271K -$5.04K -310 -2%
SIC
248
Samalin Investment Counsel
New York
$270K -$16 -1 -0%
LSAG
249
Lake Street Advisors Group
New Hampshire
$270K -$423 -26 -0.2%
NP
250
Nilsine Partners
Colorado
$267K +$1.97K +121 +0.7%