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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
AE Wealth Management
Kansas
$315K +$12.3K +153 +4%
EI
377
EDMP Inc
Florida
$314K +$242 +3 +0.1%
SAM
378
Sawgrass Asset Management
Florida
$309K -$2.58K -32 -0.9%
HP
379
Hilltop Partners
Indiana
$304K – – –
SFS
380
Sowell Financial Services
Arkansas
$299K +$273K +3,387 New
ISWM
381
Independent Solutions Wealth Management
New York
$299K -$3.87K -48 -1%
LTI
382
Laffer Tengler Investments
Tennessee
$297K +$7.57K +94 +3%
BPA
383
Beacon Pointe Advisors
California
$291K +$7.73K +96 +3%
FFM
384
Forum Financial Management
Illinois
$286K – – –
AWA
385
Arete Wealth Advisors
Illinois
$284K +$259K +3,222 New
FWIA
386
Fort Washington Investment Advisors
Ohio
$283K +$258K +3,209 New
RCM
387
Radnor Capital Management
Pennsylvania
$282K +$257K +3,195 New
WAM
388
Watershed Asset Management
California
$277K -$68.4K -849 -21%
IFG
389
Independent Financial Group
California
$275K +$251K +3,121 New
EDRH
390
Edmond de Rothschild Holding
Switzerland
$267K -$677K -8,403 -74%
JWCA
391
J.W. Coons Advisors
Ohio
$264K – – –
SOW
392
State of Wyoming
Wyoming
$263K -$121K -1,503 -33%
PVH
393
Psagot Value Holdings
Israel
$258K +$40.3K +500 +20%
TIA
394
Trust Investment Advisors
Indiana
$252K +$230K +2,858 New
DCM
395
Driehaus Capital Management
Illinois
$244K -$102K -1,271 -31%
SW
396
SVB Wealth
Massachusetts
$241K +$220K +2,731 New
CAG
397
Csenge Advisory Group
Florida
$241K -$103K -1,277 -32%
AWM
398
Alterna Wealth Management
Texas
$239K -$74.4K -924 -25%
BBHC
399
Brown Brothers Harriman & Co
New York
$237K – – –
BAMF
400
BI Asset Management Fondsmaeglerselskab
Denmark
$236K -$3.57M -44,266 -94%