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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
276
One Wealth Advisors
California
$383K -$2.65K -21 -0.6%
PWPS
277
Pinnacle Wealth Planning Services
Ohio
$383K +$47.4K +376 +12%
BSAM
278
Blue Square Asset Management
New York
$378K -$108K -860 -20%
HCMNY
279
Howard Capital Management (New York)
New York
$376K
CBT
280
Capital Bank & Trust
California
$375K -$1.89K -15 -0.4%
CB
281
Commerce Bank
Missouri
$375K +$61.2K +485 +17%
EI
282
Ethic Inc
New York
$374K +$73K +579 +21%
DIA
283
Dana Investment Advisors
Wisconsin
$368K
SEC
284
Seven Eight Capital
New York
$365K +$416K +3,300 New
CFGS
285
Concourse Financial Group Securities
Alabama
$362K +$8.58K +68 +2%
SW
286
SVB Wealth
Massachusetts
$349K +$194K +1,540 +95%
LSAG
287
Lake Street Advisors Group
New Hampshire
$347K +$78.3K +621 +25%
PCG
288
Private Capital Group
Connecticut
$344K +$29.9K +237 +8%
IWA
289
Intercontinental Wealth Advisors
Texas
$341K +$167K +1,322 +75%
KIA
290
KCM Investment Advisors
California
$339K -$146K -1,156 -27%
MG
291
Mather Group
Illinois
$337K -$55.2K -438 -13%
RC
292
RegentAtlantic Capital
New Jersey
$331K -$5.68K -45 -1%
IIC
293
Integrated Investment Consultants
Michigan
$326K +$1.77K +14 +0.5%
HIA
294
Harbor Investment Advisory
Maryland
$321K +$367K +2,906 New
SFA
295
Sequoia Financial Advisors
Ohio
$315K -$84.6K -671 -19%
PCS
296
Personal CFO Solutions
New Jersey
$310K +$1.39K +11 +0.4%
HAG
297
HighPoint Advisor Group
Illinois
$306K -$7.57K -60 -2%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$304K -$4.29K -34 -1%
MCCP
299
Mission Creek Capital Partners
California
$302K +$38.5K +305 +13%
MWM
300
Mission Wealth Management
California
$301K +$9.59K +76 +3%