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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
526
Coldstream Capital Management
Washington
$240K -$32.9K -146 -11%
CNBOF
527
City National Bank of Florida
Florida
$237K -$25.7K -114 -9%
SW
528
Simplicity Wealth
New Jersey
$237K -$25.7K -114 -9%
SAI
529
Systematic Alpha Investments
New Jersey
$237K
BMSSC
530
B. Metzler seel. Sohn & Co
Germany
$234K
SAM
531
Smartleaf Asset Management
Massachusetts
$233K +$76.1K +338 +46%
HH
532
Hilltop Holdings
Texas
$231K +$6.76K +30 +3%
HWM
533
HB Wealth Management
Georgia
$230K +$1.13K +5 +0.5%
DWT
534
Dorsey & Whitney Trust
South Dakota
$227K -$386K -1,712 -61%
RPWA
535
Regent Peak Wealth Advisors
Georgia
$226K +$245K +1,086 New
BCM
536
Brookstone Capital Management
Illinois
$225K +$30.4K +135 +14%
IIC
537
Integrated Investment Consultants
Michigan
$223K -$2.7K -12 -1%
TNBTD
538
Trustmark National Bank Trust Department
Mississippi
$218K
ET
539
Equitable Trust
Tennessee
$218K -$33.6K -149 -12%
PA
540
Parallel Advisors
California
$217K -$43.9K -195 -16%
GT
541
Greenleaf Trust
Michigan
$217K -$5.63K -25 -2%
CIAS
542
Capital Investment Advisory Services
North Carolina
$215K
CP
543
Castleview Partners
Texas
$215K -$106K -472 -31%
ETC
544
Exchange Traded Concepts
Oklahoma
$213K -$49.3K -219 -18%
SWA
545
SFMG Wealth Advisors
Texas
$212K +$230K +1,020 New
AC
546
AlphaCore Capital
California
$211K -$103K -459 -31%
CAM
547
Claret Asset Management
Quebec, Canada
$210K -$3.15K -14 -1%
WC
548
Westerkirk Capital
$208K
Wealthfront Advisers
549
Wealthfront Advisers
California
$205K +$222K +986 New
FFM
550
Forum Financial Management
Illinois
$205K -$43.3K -192 -16%