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Name Holding Trade Value Shares
Change
Change in
Stake
CICI
226
Capital Investment Counsel Inc
North Carolina
$546K
PFS
227
Prospera Financial Services
Texas
$532K -$16.6K -147 -3%
SS
228
Simplicity Solutions
Minnesota
$519K +$74.6K +661 +17%
EARNEST Partners
229
EARNEST Partners
Georgia
$508K +$36.6K +324 +8%
DWT
230
Dorsey & Whitney Trust
South Dakota
$497K +$181K +1,599 +59%
WI
231
WrapManager Inc
California
$495K +$72.5K +642 +18%
CLOS
232
Compagnie Lombard Odier SCmA
Switzerland
$486K
DTL
233
Dynamic Technology Lab
Singapore
$478K +$466K +4,130 New
KPCM
234
Kings Point Capital Management
New York
$463K
MCM
235
MAI Capital Management
Ohio
$460K -$131K -1,156 -23%
LSAG
236
Lake Street Advisors Group
New Hampshire
$455K -$45.3K -401 -9%
SW
237
SVB Wealth
Massachusetts
$447K -$15.1K -134 -3%
PWPS
238
Pinnacle Wealth Planning Services
Ohio
$444K -$2.6K -23 -0.6%
AC
239
Addenda Capital
Quebec, Canada
$436K +$36.8K +326 +9%
SCM
240
Shelton Capital Management
Colorado
$424K
CRC
241
Curi RMB Capital
Illinois
$404K +$61.6K +546 +19%
YMRC
242
Yorktown Management & Research Company
Virginia
$393K
AssetMark Inc
243
AssetMark Inc
California
$390K +$6.43K +57 +2%
S
244
SignatureFD
Georgia
$390K +$55.3K +490 +17%
CA
245
Commerzbank Aktiengesellschaft
Germany
$382K -$327K -2,900 -47%
SFA
246
Sequoia Financial Advisors
Ohio
$376K -$2.26K -20 -0.6%
SGA
247
Strategic Global Advisors
California
$372K
ECM
248
Evergreen Capital Management
Washington
$369K +$30.3K +268 +9%
RG
249
Rikoon Group
New Mexico
$366K
OWA
250
One Wealth Advisors
California
$363K -$1.92K -17 -0.5%