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Name Holding Trade Value Shares
Change
Change in
Stake
BC
576
Burney Company
Virginia
$598K +$505K +3,867 New
DWM
577
Diversify Wealth Management
Utah
$597K -$4.18K -32 -0.9%
DAS
578
Diversify Advisory Services
Utah
$597K +$459K +3,515 New
CCM
579
Coldstream Capital Management
Washington
$592K -$21.6K -165 -4%
Envestnet Portfolio Solutions
580
Envestnet Portfolio Solutions
Illinois
$590K +$4.71K +36 +1%
AIA
581
Affinity Investment Advisors
California
$584K
CWA
582
Consilio Wealth Advisors
Washington
$580K -$55.2K -422 -10%
CPC
583
Cookson Peirce & Co
Pennsylvania
$579K +$27.4K +210 +6%
SC
584
Syon Capital
California
$578K +$654 +5 +0.1%
WHG
585
Westwood Holdings Group
Texas
$576K +$486K +3,719 New
UAG
586
United Advisor Group
Ohio
$568K +$480K +3,671 New
MAM
587
Martingale Asset Management
Massachusetts
$559K +$472K +3,611 New
ACM
588
Advisors Capital Management
New Jersey
$556K +$12.9K +99 +3%
CPIG
589
Chicago Partners Investment Group
Illinois
$553K +$439K +3,358 New
LOWM
590
Laurel Oak Wealth Management
New Jersey
$541K -$130K -998 -22%
IC
591
Inscription Capital
Texas
$539K +$24.2K +185 +6%
BP
592
Ballentine Partners
Massachusetts
$539K +$10.8K +83 +2%
CCA
593
Checchi Capital Advisers
California
$537K -$392 -3 -0.1%
VFA
594
Valeo Financial Advisors
Indiana
$536K +$23K +176 +5%
WAM
595
Watershed Asset Management
California
$530K -$143K -1,093 -24%
ML
596
McAdam LLC
Pennsylvania
$527K -$81.7K -625 -16%
Fisher Asset Management
597
Fisher Asset Management
Washington
$523K +$90.5K +692 +26%
PCM
598
Polymer Capital Management
New York
$516K +$435K +3,331 New
AI
599
Arvest Investments
Arkansas
$511K +$654 +5 +0.2%
DMBA
600
Deseret Mutual Benefit Administrators
Utah
$511K +$34.2K +262 +9%