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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
501
Arkadios Wealth Advisors
Georgia
$327K -$62.8K -224 -16%
MGP
502
Metis Global Partners
California
$327K -$10.1K -36 -3%
AssetMark Inc
503
AssetMark Inc
California
$327K +$1.4K +5 +0.4%
CMBA
504
C.M. Bidwell & Associates
Hawaii
$320K +$234K +833 +256%
SBH
505
Segall Bryant & Hamill
Illinois
$318K – – –
KMWM
506
Keudell/Morrison Wealth Management
Oregon
$313K -$20.7K -74 -6%
Vontobel Holding
507
Vontobel Holding
Switzerland
$312K -$64.2K -229 -17%
FFC
508
Fure Financial Corporation
Minnesota
$305K – – –
MCM
509
Monument Capital Management
Virginia
$305K +$310K +1,104 New
PWS
510
Precision Wealth Strategies
Missouri
$303K -$59.4K -212 -17%
MYAM
511
Meiji Yasuda Asset Management
Japan
$299K -$81.3K -290 -21%
ZB
512
Zions Bancorporation
Utah
$295K -$18.5K -66 -6%
S
513
SignatureFD
Georgia
$295K -$15.4K -55 -5%
AC
514
Avestar Capital
New York
$293K -$126K -449 -30%
RSWM
515
Robertson Stephens Wealth Management
California
$288K – – –
DOA
516
D'Orazio & Associates
Virginia
$286K +$289K +1,032 New
AFC
517
AFT Forsyth & Company
Florida
$284K +$28K +100 +11%
GTCM
518
Gyon Technologies Capital Management
New Jersey
$271K -$298K -1,062 -52%
BMCM
519
Burns Matteson Capital Management
New York
$270K -$411K -1,465 -60%
CI
520
Cigna Investments
Connecticut
$268K -$19.9K -71 -7%
PA
521
Profund Advisors
Maryland
$264K -$5.89K -21 -2%
PA
522
Procyon Advisors
Connecticut
$261K +$2.52K +9 +1%
HFM
523
Harvest Fund Management
China
$260K +$21.9K +78 +9%
FFM
524
Forum Financial Management
Illinois
$258K – – –
RP
525
Riverwater Partners
Wisconsin
$258K +$2.24K +8 +0.9%