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Name Holding Trade Value Shares
Change
Change in
Stake
AG
401
Ascent Group
Virginia
$443K -$160K -886 -22%
CW
402
Channel Wealth
California
$440K -$327K -1,807 -38%
BMWM
403
Brown Miller Wealth Management
Virginia
$439K
Envestnet Portfolio Solutions
404
Envestnet Portfolio Solutions
Illinois
$437K +$535K +2,957 New
AAM
405
Advisors Asset Management
Colorado
$436K -$9.4K -52 -2%
SS
406
Simplicity Solutions
Minnesota
$433K +$155K +860 +42%
WJWM
407
Williams Jones Wealth Management
New York
$433K -$10.3K -57 -2%
AM
408
AGF Management
Ontario, Canada
$432K +$528K +2,922 New
LC
409
Lavaca Capital
Texas
$430K
FT
410
Fiduciary Trust
Massachusetts
$419K -$8.32K -46 -2%
CAN
411
Cetera Advisor Networks
California
$418K +$94.4K +522 +23%
EWA
412
EP Wealth Advisors
California
$417K -$18.8M -103,825 -97%
AFG
413
ABLE Financial Group
Arizona
$410K +$295K +1,632 +143%
SP
414
Symmetry Partners
Connecticut
$409K
S
415
SignatureFD
Georgia
$408K +$51.9K +287 +12%
IMCOOI
416
Investment Management Corp of Ontario (IMCO)
Canada
$407K +$150K +832 +43%
LIM
417
Leavell Investment Management
Alabama
$399K
KWM
418
KFG Wealth Management
Indiana
$399K +$488K +2,698 New
HCA
419
Harbor Capital Advisors
Illinois
$391K
GLA
420
Great Lakes Advisors
Illinois
$391K +$12.3K +68 +3%
MAWA
421
Moss Adams Wealth Advisors
Washington
$356K -$50.4K -279 -10%
PCM
422
Prelude Capital Management
New York
$353K -$25.9K -143 -6%
TCM
423
Teza Capital Management
Illinois
$352K +$430K +2,378 New
CCI
424
Credit Capital Investments
New Jersey
$349K +$427K +2,361 New
UB
425
UMB Bank
Missouri
$348K -$17.2K -95 -4%