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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
Segment Wealth Management
Texas
$284K -$2.88K -41 -1%
EWM
427
Evercore Wealth Management
New York
$283K +$253K +3,600 New
LTFS
428
Ladenburg Thalmann Financial Services
Florida
$281K
JA
429
JOYN Advisors
Georgia
$275K -$121K -1,722 -33%
P
430
Pitcairn
Pennsylvania
$274K -$134K -1,908 -35%
WSTAM
431
Wilbanks Smith & Thomas Asset Management
Virginia
$258K
WP
432
WealthPLAN Partners
Nebraska
$257K -$162K -2,304 -41%
LSAG
433
Lake Street Advisors Group
New Hampshire
$248K +$222K +3,156 New
AL
434
Aspiriant LLC
California
$246K -$89.2K -1,268 -29%
MYIA
435
Mount Yale Investment Advisors
Colorado
$244K +$492 +7 +0.2%
IG
436
ING Group
Netherlands
$243K +$217K +3,088 New
BW
437
Bison Wealth
Georgia
$239K +$214K +3,047 New
CL
438
CSS LLC
Illinois
$236K +$211K +3,000 New
GJIC
439
Gamble Jones Investment Counsel
California
$236K +$211K +3,000 New
FP
440
Foundry Partners
Minnesota
$235K +$210K +2,989 New
IA
441
IFP Advisors
Florida
$232K +$27K +384 +15%
Group One Trading
442
Group One Trading
Illinois
$225K -$76.2K -1,084 -27%
CAN
443
Cetera Advisor Networks
California
$221K +$198K +2,816 New
FMLI
444
Fukoku Mutual Life Insurance
Japan
$220K
CS
445
Comerica Securities
Michigan
$220K +$197K +2,799 New
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$218K +$8.51K +121 +5%
HI
447
Horizon Investments
North Carolina
$217K +$195K +2,779 New
LOAME
448
Lombard Odier Asset Management (Europe)
United Kingdom
$215K +$193K +2,742 New
JIC
449
Johnson Investment Counsel
Ohio
$215K +$193K +2,750 New
BHWM
450
Bar Harbor Wealth Management
New Hampshire
$211K +$189K +2,684 New