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Name Holding Trade Value Shares
Change
Change in
Stake
KFSC
701
Keystone Financial Services (Colorado)
Colorado
$484K +$443K +1,790 New
CMBA
702
C.M. Bidwell & Associates
Hawaii
$482K +$294K +1,187 +199%
CWA
703
Canvas Wealth Advisors
Kansas
$474K
MA
704
MUFG Americas
New York
$474K
SC
705
Savant Capital
Illinois
$472K +$56.2K +227 +15%
EWM
706
Endurance Wealth Management
Rhode Island
$471K -$495 -2 -0.1%
SBH
707
Segall Bryant & Hamill
Illinois
$471K
TA
708
Trellis Advisors
Washington
$470K -$3.22K -13 -0.7%
LNWWM
709
Laird Norton Wetherby Wealth Management
California
$469K +$12.6K +51 +3%
CP
710
Covenant Partners
Tennessee
$468K
CAM
711
Cozad Asset Management
Illinois
$467K
NWM
712
Northcape Wealth Management
New York
$466K +$427K +1,725 New
OIA
713
OneDigital Investment Advisors
Kansas
$464K -$27.7K -112 -6%
MYLI
714
Meiji Yasuda Life Insurance
Japan
$452K +$495 +2 +0.1%
SL
715
Summitry LLC
California
$452K +$415K +1,676 New
CCG
716
Chatham Capital Group
Georgia
$451K
IC
717
Intersect Capital
California
$450K +$124K +501 +43%
CFB
718
Cullen/Frost Bankers
Texas
$448K -$126K -510 -24%
PCM
719
Prelude Capital Management
New York
$447K +$65.8K +266 +19%
CG
720
Colony Group
Massachusetts
$445K
UB
721
UMB Bank
Missouri
$444K +$408K +1,647 New
ACM
722
Advisors Capital Management
New Jersey
$443K -$26.5K -107 -6%
HI
723
Hudock Inc
Pennsylvania
$442K
SAM
724
Simplify Asset Management
Nevada
$438K +$402K +1,623 New
IFWM
725
Institute for Wealth Management
Colorado
$437K