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Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
576
Schneider Downs Wealth Management Advisors
Pennsylvania
$329K
MCM
577
MAI Capital Management
Ohio
$329K +$321K +4,492 New
IFG
578
Independent Financial Group
California
$326K +$35.5K +496 +13%
AA
579
ALPS Advisors
Colorado
$319K -$85.2K -1,190 -21%
BA
580
Bridgewater Associates
Connecticut
$318K +$311K +4,351 New
HC
581
Hamilton Capital
Ohio
$315K -$18.2K -254 -6%
GRP
582
Global Retirement Partners
California
$312K +$145K +2,033 +87%
VFA
583
Valeo Financial Advisors
Indiana
$311K +$35.3K +493 +13%
CI
584
Conning Inc
Connecticut
$310K -$3.08K -43 -1%
NAS
585
Nicolet Advisory Services
Wisconsin
$306K +$320K +4,471 New
CP
586
Capital Planning
Washington
$305K -$72 -1 -0%
BCM
587
Birmingham Capital Management
Alabama
$305K -$72 -1 -0%
QCG
588
Quadrant Capital Group
Ohio
$303K +$51.6K +721 +21%
IF
589
Integrity Financial
Wyoming
$295K -$72 -1 -0%
BP
590
Ballentine Partners
Massachusetts
$293K +$34.1K +477 +14%
WFI
591
West Family Investments
California
$290K -$72 -1 -0%
MWM
592
Mission Wealth Management
California
$290K +$4.37K +61 +2%
MG
593
Mather Group
Illinois
$288K +$1.15K +16 +0.4%
OFW
594
Omnia Family Wealth
Florida
$285K -$72 -1 -0%
AFCM
595
Applied Finance Capital Management
Puerto Rico
$285K +$25.8K +361 +10%
VCM
596
Violich Capital Management
California
$285K
PWAM
597
Pinnacle West Asset Management
Wyoming
$285K +$279K +3,900 New
FFN
598
Focus Financial Network
Minnesota
$284K -$2.93K -41 -1%
CMBA
599
C.M. Bidwell & Associates
Hawaii
$282K +$10.3K +144 +4%
SW
600
SVB Wealth
Massachusetts
$280K -$48.7K -681 -15%