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Name Holding Trade Value Shares
Change
Change in
Stake
CS
276
Comerica Securities
Michigan
$437K -$70.7K -574 -16%
PWPS
277
Pinnacle Wealth Planning Services
Ohio
$436K -$44.2K -359 -10%
IWA
278
Intercontinental Wealth Advisors
Texas
$431K -$616 -5 -0.2%
Daiwa Securities Group
279
Daiwa Securities Group
Japan
$429K – – –
HIA
280
Harbor Investment Advisory
Maryland
$427K +$17.9K +145 +5%
V
281
Veritable
Delaware
$421K +$58.7K +476 +19%
BS
282
Banco Santander
Spain
$419K -$238K -1,930 -39%
SFA
283
Sequoia Financial Advisors
Ohio
$415K +$14.1K +114 +4%
IIC
284
Integrated Investment Consultants
Michigan
$413K – – –
MG
285
Mather Group
Illinois
$398K -$26.3K -213 -7%
OC
286
Oppenheimer & Co
New York
$396K +$43.9K +356 +14%
HC
287
Henshaw Capital
Massachusetts
$394K -$134K -1,084 -28%
AssetMark Inc
288
AssetMark Inc
California
$393K -$177K -1,436 -34%
SW
289
SVB Wealth
Massachusetts
$393K -$43.5K -353 -11%
FAAS
290
First Allied Advisory Services
California
$392K +$30.4K +247 +10%
FC
291
FORA Capital
Florida
$387K +$341K +2,765 New
MWM
292
Mission Wealth Management
California
$385K +$3.21K +26 +1%
ET
293
Equitable Trust
Tennessee
$385K +$56.4K +458 +20%
AC
294
Avestar Capital
New York
$385K +$70.9K +575 +26%
MCCP
295
Mission Creek Capital Partners
California
$383K – – –
RC
296
RegentAtlantic Capital
New Jersey
$376K -$37.8K -307 -10%
HAG
297
HighPoint Advisor Group
Illinois
$374K +$4.44K +36 +1%
MCM
298
Mitchell Capital Management
Kansas
$374K +$13.4K +109 +4%
SBH
299
Segall Bryant & Hamill
Illinois
$373K – – –
CFSG
300
Community Financial Services Group
Vermont
$372K +$327K +2,654 New