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Name Holding Trade Value Shares
Change
Change in
Stake
PP
276
PDS Planning
Ohio
$734K +$2.68K +57 +0.5%
SLAM
277
Swiss Life Asset Management
$733K +$282K +6,005 +101%
SFS
278
Sowell Financial Services
Arkansas
$732K +$559K +11,895 New
Wealthfront Advisers
279
Wealthfront Advisers
California
$721K +$551K +11,724 New
RG
280
Rathbones Group
United Kingdom
$720K +$273K +5,805 +98%
National Bank of Canada
281
National Bank of Canada
Quebec, Canada
$711K -$122K -2,601 -18%
LB
282
Legacy Bridge
Iowa
$710K +$530K +11,275 +4,176%
Cerity Partners
283
Cerity Partners
New York
$707K +$169K +3,587 +46%
CL
284
Choreo LLC
Illinois
$706K +$99.9K +2,125 +23%
WMP
285
Wealth Management Partners
Arizona
$694K +$46.7K +994 +10%
PHWM
286
Pine Harbor Wealth Management
Maryland
$688K
CAM
287
Concorde Asset Management
Michigan
$688K +$478K +10,165 New
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$687K +$59.6K +1,268 +13%
OSAM
289
O'Shaughnessy Asset Management
Connecticut
$684K +$130K +2,762 +33%
JWCA
290
J.W. Cole Advisors
Florida
$681K +$520K +11,069 New
William Blair & Company
291
William Blair & Company
Illinois
$673K +$118K +2,520 +30%
OAM
292
OP Asset Management
$663K +$344K +7,314 +211%
DWP
293
Daymark Wealth Partners
Ohio
$652K -$188K -4,000 -27%
BBVA
294
Banco Bilbao Vizcaya Argentaria
Spain
$651K +$498K +10,590 New
AFP
295
Ausdal Financial Partners
Iowa
$644K +$217K +4,624 +79%
BCI
296
Brinker Capital Investments
Pennsylvania
$631K +$482K +10,256 New
PCIA
297
Prime Capital Investment Advisors
Kansas
$630K +$215K +4,569 +81%
CA
298
Clearstead Advisors
Ohio
$629K +$4.84K +103 +1%
FFA
299
First Foundation Advisors
California
$617K +$471K +10,025 New
Lazard Asset Management
300
Lazard Asset Management
New York
$612K -$159K -3,376 -25%