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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
276
Jeppson Wealth Management
California
$562K
IWM
277
IHT Wealth Management
Illinois
$559K -$14.9K -173 -3%
LFAS
278
Level Four Advisory Services
Texas
$557K +$41.1K +477 +8%
SAI
279
Savvy Advisors Inc
New York
$554K +$30.9K +359 +6%
RCM
280
RNC Capital Management
California
$545K -$603 -7 -0.1%
DTL
281
Dynamic Technology Lab
Singapore
$544K +$554K +6,427 New
Marshall Wace
282
Marshall Wace
United Kingdom
$533K +$543K +6,300 New
PWM
283
Perigon Wealth Management
California
$531K +$23.9K +277 +5%
VWM
284
Venturi Wealth Management
Texas
$528K +$57.3K +665 +12%
TFA
285
Transamerica Financial Advisors
Florida
$527K +$209K +2,430 +64%
GCM
286
Gallacher Capital Management
Colorado
$526K -$83.3K -967 -13%
LF
287
Lantz Financial
Illinois
$524K -$154K -1,785 -22%
MC
288
Moors & Cabot
Massachusetts
$516K -$9.56K -111 -2%
DWT
289
Dorsey & Whitney Trust
South Dakota
$515K +$46.5K +540 +10%
KWA
290
Kingswood Wealth Advisors
California
$503K +$27.5K +319 +6%
GQG Partners
291
GQG Partners
Florida
$500K
BHPW
292
Beverly Hills Private Wealth
California
$495K -$22.5K -261 -4%
SIC
293
Samalin Investment Counsel
New York
$491K -$1.81K -21 -0.4%
AF
294
Allworth Financial
California
$490K +$85.8K +996 +21%
JIC
295
Joel Isaacson & Co
New York
$485K
ASN
296
Advisory Services Network
Georgia
$484K -$7.5K -87 -1%
CWM
297
Cordatus Wealth Management
Pennsylvania
$482K +$491K +5,700 New
GT
298
Greenleaf Trust
Michigan
$468K -$13.7K -159 -3%
HCP
299
Hexagon Capital Partners
Arkansas
$461K +$469K +5,446 New
ORC
300
O'Rourke & Company
Massachusetts
$460K +$861 +10 +0.2%