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Name Holding Trade Value Shares
Change
Change in
Stake
I
401
InceptionR
California
$450K +$29.7K +164 +6%
AG
402
Ascent Group
Virginia
$443K -$160K -886 -22%
CW
403
Channel Wealth
California
$440K -$327K -1,807 -38%
BMWM
404
Brown Miller Wealth Management
Virginia
$439K – – –
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$437K +$535K +2,957 New
AAM
406
Advisors Asset Management
Colorado
$436K -$9.4K -52 -2%
SS
407
Simplicity Solutions
Minnesota
$433K +$155K +860 +42%
WJWM
408
Williams Jones Wealth Management
New York
$433K -$10.3K -57 -2%
AM
409
AGF Management
Ontario, Canada
$432K +$528K +2,922 New
LC
410
Lavaca Capital
Texas
$430K – – –
FT
411
Fiduciary Trust
Massachusetts
$419K -$8.32K -46 -2%
CAN
412
Cetera Advisor Networks
California
$418K +$94.4K +522 +23%
EWA
413
EP Wealth Advisors
California
$417K -$18.8M -103,825 -97%
AFG
414
ABLE Financial Group
Arizona
$410K +$295K +1,632 +143%
SP
415
Symmetry Partners
Connecticut
$409K – – –
S
416
SignatureFD
Georgia
$408K +$51.9K +287 +12%
IMCOOI
417
Investment Management Corp of Ontario (IMCO)
Canada
$407K +$150K +832 +43%
LIM
418
Leavell Investment Management
Alabama
$399K – – –
KWM
419
KFG Wealth Management
Indiana
$399K +$488K +2,698 New
HCA
420
Harbor Capital Advisors
Illinois
$391K – – –
GLA
421
Great Lakes Advisors
Illinois
$391K +$12.3K +68 +3%
MAWA
422
Moss Adams Wealth Advisors
Washington
$356K -$50.4K -279 -10%
PCM
423
Prelude Capital Management
New York
$353K -$25.9K -143 -6%
TCM
424
Teza Capital Management
Illinois
$352K +$430K +2,378 New
CCI
425
Credit Capital Investments
New Jersey
$349K +$427K +2,361 New