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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
251
Kathmere Capital Management
Pennsylvania
$491K +$42.3K +1,641 +10%
CTC
252
Cetera Trust Company
Minnesota
$488K – – –
AWM
253
AE Wealth Management
Kansas
$486K +$12.8K +497 +3%
SRC
254
Sage Rhino Capital
California
$480K -$19.3K -747 -4%
SIC
255
Samalin Investment Counsel
New York
$477K -$24K -931 -5%
OCA
256
OpenArc Corporate Advisory
Georgia
$476K +$438K +17,006 New
RCA
257
Resonant Capital Advisors
Wisconsin
$474K +$1.06K +41 +0.2%
BFG
258
Bleakley Financial Group
New Jersey
$470K +$78.3K +3,036 +22%
RLH
259
RD Lewis Holdings
Florida
$469K +$387 +15 +0.1%
VFA
260
Valeo Financial Advisors
Indiana
$469K +$26.1K +1,012 +6%
OIA
261
OneDigital Investment Advisors
Kansas
$469K -$103K -3,992 -19%
NWAG
262
Net Worth Advisory Group
Utah
$463K +$7.76K +301 +2%
PP
263
PDS Planning
Ohio
$461K +$593 +23 +0.1%
NP
264
Nilsine Partners
Colorado
$449K -$30.7K -1,190 -7%
JSC
265
Jackson Square Capital
California
$447K -$161K -6,250 -28%
Luther King Capital Management (LKCM)
266
Luther King Capital Management (LKCM)
Texas
$445K +$309 +12 +0.1%
HCA
267
Hyperion Capital Advisors
New York
$442K -$362K -14,036 -47%
TSS
268
Two Sigma Securities
New York
$440K -$51.9K -2,012 -11%
Envestnet Portfolio Solutions
269
Envestnet Portfolio Solutions
Illinois
$438K -$14.4K -560 -3%
CP
270
Canopy Partners
Ohio
$434K +$2.32K +90 +0.6%
SCA
271
Snowden Capital Advisors
New York
$433K -$36K -1,397 -8%
IRP
272
Investment Research Partners
Pennsylvania
$427K +$3.33K +129 +0.9%
PFS
273
Prospera Financial Services
Texas
$425K +$11.9K +460 +3%
EWA
274
EP Wealth Advisors
California
$423K +$389K +15,097 New
New York State Common Retirement Fund
275
New York State Common Retirement Fund
New York
$416K -$2.71M -105,097 -88%