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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
376
Stratos Wealth Partners
Ohio
$978K +$933K +3,218 New
CAM
377
Cresset Asset Management
Illinois
$950K +$144K +498 +19%
HPC
378
HM Payson & Co
Maine
$943K -$19.4K -67 -2%
IP
379
Intellectus Partners
California
$941K – – –
SSWM
380
Smith Salley Wealth Management
North Carolina
$931K +$79.4K +274 +10%
AC
381
Allstate Corporation
Illinois
$927K -$112K -385 -11%
RWM
382
Ritholtz Wealth Management
New York
$925K +$565K +1,949 +178%
IFWM
383
Institute for Wealth Management
Colorado
$922K -$64.1K -221 -7%
Vanguard Personalized Indexing Management
384
Vanguard Personalized Indexing Management
California
$922K +$87.8K +303 +11%
CRC
385
Curi RMB Capital
Illinois
$912K – – –
LPARFS
386
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$912K +$870K +3,000 New
HI
387
Horizon Investments
North Carolina
$885K +$24.9K +86 +3%
GC
388
GFG Capital
Florida
$860K +$46.7K +161 +6%
OPCM
389
Osborne Partners Capital Management
California
$859K -$6.16M -21,242 -88%
CB
390
Commerce Bank
Missouri
$856K +$60.9K +210 +8%
PCS
391
Personal CFO Solutions
New Jersey
$848K +$290 +1 +0%
CCMINC
392
Cardinal Capital Management Inc (North Carolina)
North Carolina
$846K -$143K -492 -15%
PWM
393
Perigon Wealth Management
California
$840K +$29.6K +102 +4%
Creative Planning
394
Creative Planning
Kansas
$835K +$109K +376 +16%
CI
395
Cigna Investments
Connecticut
$813K -$5.8K -20 -0.7%
PWM
396
Palumbo Wealth Management
New York
$805K +$768K +2,649 New
YMRC
397
Yorktown Management & Research Company
Virginia
$790K – – –
SP
398
Symmetry Partners
Connecticut
$779K – – –
DTL
399
Dynamic Technology Lab
Singapore
$774K +$453K +1,562 +159%
US Bancorp
400
US Bancorp
Minnesota
$772K +$24.9K +86 +4%