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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
551
Independent Advisor Alliance
North Carolina
$434K +$424K +5,926 New
SC
552
Savant Capital
Illinois
$429K +$41.7K +583 +11%
CM
553
Castleark Management
Illinois
$423K -$72 -1 -0%
EFM
554
E Fund Management
China
$412K -$26K -364 -6%
JCM
555
Jacobi Capital Management
Pennsylvania
$408K +$501 +7 +0.1%
WG
556
Welch Group
Alabama
$403K – – –
PFS
557
Prospera Financial Services
Texas
$403K +$54.3K +759 +16%
VVP
558
Venture Visionary Partners
Ohio
$396K +$5.3K +74 +1%
Lido Advisors
559
Lido Advisors
California
$390K -$82.2K -1,148 -18%
BFM
560
Boothbay Fund Management
New York
$385K -$245K -3,422 -39%
P
561
Pitcairn
Pennsylvania
$374K +$79.7K +1,113 +28%
WPW
562
Waldron Private Wealth
Pennsylvania
$366K +$3.86K +54 +1%
S
563
SignatureFD
Georgia
$359K +$2.08K +29 +0.6%
SPA
564
Sherbrooke Park Advisers
New York
$359K -$1.54M -21,500 -81%
DU
565
Delphia (USA)
Ontario, Canada
$358K +$351K +4,898 New
SC
566
SRB Corp
Massachusetts
$357K -$122K -1,701 -26%
AAM
567
Advisors Asset Management
Colorado
$357K +$349K +4,873 New
WPC
568
Wedmont Private Capital
Pennsylvania
$356K +$83K +1,160 +29%
MAWA
569
Moss Adams Wealth Advisors
Washington
$350K +$215 +3 +0.1%
LSA
570
Leonteq Securities AG
Switzerland
$350K +$102K +1,431 +43%
NQWM
571
Northwest Quadrant Wealth Management
Oregon
$349K +$7.73K +108 +2%
SFP
572
Sweet Financial Partners
Minnesota
$347K -$72 -1 -0%
CAM
573
Close Asset Management
United Kingdom
$346K -$72 -1 -0%
HAIM
574
Hunter Associates Investment Management
Pennsylvania
$346K – – –
CAM
575
Cresset Asset Management
Illinois
$338K -$62.8K -878 -16%