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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
501
Integrated Wealth Concepts
Massachusetts
$203K -$65.7K -5,856 -24%
Cerity Partners
502
Cerity Partners
New York
$201K +$207K +18,432 New
LWM
503
Laidlaw Wealth Management
New York
$199K -$22.4K -2,000 -10%
AG
504
AIA Group
Hong Kong
$198K
WG
505
Welch Group
Alabama
$197K -$337 -30 -0.2%
Rockefeller Capital Management
506
Rockefeller Capital Management
New York
$192K +$86.9K +7,743 +78%
EWM
507
Endurance Wealth Management
Rhode Island
$190K -$103K -9,175 -34%
WCM
508
Wedge Capital Management
North Carolina
$190K -$48.2K -4,291 -20%
EWM
509
Empirical Wealth Management
Washington
$187K -$89.3K -7,959 -32%
DI
510
Diligent Investors
California
$187K +$23.6K +2,107 +14%
CLOS
511
Compagnie Lombard Odier SCmA
Switzerland
$185K
RWP
512
Revolve Wealth Partners
New Jersey
$181K -$10.3K -916 -5%
BWA
513
BDO Wealth Advisors
Florida
$176K +$2.66K +237 +1%
V
514
Veritable
Delaware
$176K +$54K +4,813 +42%
QT
515
Quantamental Technologies
New York
$176K +$61.4K +5,467 +51%
EP
516
Edgestream Partners
New Jersey
$174K +$179K +15,979 New
MHS
517
M Holdings Securities
Oregon
$173K +$5.25K +468 +3%
SIAG
518
Safeguard Investment Advisory Group
California
$170K
CWM
519
Congress Wealth Management
Massachusetts
$168K -$10.4K -930 -6%
CA
520
Capitolis Advisors
New York
$167K
QCM
521
Quantinno Capital Management
New York
$167K +$172K +15,284 New
CWS
522
Confluence Wealth Services
Pennsylvania
$166K +$2.24K +200 +1%
ONB
523
Old National Bancorp
Indiana
$165K +$170K +15,169 New
VWA
524
Visionary Wealth Advisors
Illinois
$164K -$114K -10,142 -40%
HVIA
525
Hudson Valley Investment Advisors
New York
$164K +$67 +6 +0%