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Name Holding Trade Value Shares
Change
Change in
Stake
SXL
476
Summit X LLC
Missouri
$346K +$57.9K +405 +14%
WAM
477
Wolverine Asset Management
Illinois
$345K +$457K +3,200 New
Creative Planning
478
Creative Planning
Kansas
$335K -$102K -714 -19%
JGUA
479
John G. Ullman & Associates
New York
$334K -$57.2K -400 -11%
LFAS
480
Level Four Advisory Services
Texas
$332K -$8.14K -57 -2%
VFA
481
Valeo Financial Advisors
Indiana
$330K -$8.57K -60 -2%
Capital Fund Management (CFM)
482
Capital Fund Management (CFM)
France
$327K +$433K +3,031 New
CP
483
Cumberland Partners
Ontario, Canada
$324K -$71.4K -500 -14%
SCI
484
S&CO Inc
Massachusetts
$324K
NFG
485
Next Financial Group
Texas
$323K -$1.42M -9,950 -77%
PI
486
PFS Investments
Georgia
$320K +$424K +2,966 New
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$319K -$13.3K -93 -3%
AIP
488
Ameritas Investment Partners
Nebraska
$318K -$18K -126 -4%
WSCM
489
Wellington Shields Capital Management
New York
$305K
QCM
490
Quest Capital Management
Texas
$303K +$88.3K +618 +28%
WI
491
Wintrust Investments
Illinois
$300K +$357K +2,500 New
FSA
492
Franklin Street Advisors
North Carolina
$299K -$6.92M -48,449 -95%
ECM
493
Everence Capital Management
Indiana
$299K
OWA
494
Outlook Wealth Advisors
Texas
$299K +$12.6K +88 +3%
IAA
495
Independent Advisor Alliance
North Carolina
$299K +$200K +1,400 +102%
KFA
496
Kelleher Financial Advisors
New York
$295K -$7.86K -55 -2%
GLA
497
Great Lakes Advisors
Illinois
$294K -$58.9K -412 -13%
FA
498
FDx Advisors
Illinois
$294K +$40.7K +285 +12%
SSWM
499
Smith Salley Wealth Management
North Carolina
$289K +$55.6K +389 +17%
V
500
Veritable
Delaware
$287K -$71K -497 -16%