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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
301
Brown Advisory
Maryland
$331K -$60.5K -486 -17%
SRC
302
Sage Rhino Capital
California
$331K +$14.9K +120 +5%
V
303
Veritable
Delaware
$331K +$18.8K +151 +7%
KWA
304
KCS Wealth Advisory
California
$326K -$3.86K -31 -1%
BIMC
305
Benson Investment Management Company
Virginia
$321K – – –
AC
306
Avestar Capital
New York
$318K +$53.9K +433 +21%
MCIM
307
Meadow Creek Investment Management
Georgia
$318K +$268K +2,156 +1,283%
IWC
308
Integrated Wealth Concepts
Massachusetts
$313K +$285K +2,288 New
HAG
309
HighPoint Advisor Group
Illinois
$312K -$25.8K -207 -8%
CAM
310
Cidel Asset Management
Ontario, Canada
$311K -$682K -5,483 -71%
OC
311
Oppenheimer & Co
New York
$310K -$15.1K -121 -5%
FT
312
Fiduciary Trust
Massachusetts
$310K +$282K +2,266 New
LSAG
313
Lake Street Advisors Group
New Hampshire
$306K +$19.4K +156 +8%
PWPS
314
Pinnacle Wealth Planning Services
Ohio
$303K +$22.5K +181 +9%
1WA
315
180 Wealth Advisors
Washington
$302K -$3.11K -25 -1%
SFFS
316
Stonehage Fleming Financial Services
Jersey
$301K – – –
HH
317
Hilltop Holdings
Texas
$300K -$4.11K -33 -1%
LW
318
Linscomb Wealth
Texas
$297K – – –
WAS
319
WESPAC Advisors SoCal
California
$294K -$59.1K -475 -18%
HPC
320
HM Payson & Co
Maine
$292K +$266K +2,137 New
MOS
321
MGO One Seven
Ohio
$288K +$262K +2,109 New
SAM
322
Silvercrest Asset Management
New York
$287K – – –
CGL
323
Clarius Group LLC
Washington
$286K +$261K +2,094 New
PCG
324
Private Capital Group
Connecticut
$277K -$32K -257 -10%
Baird Financial Group
325
Baird Financial Group
Wisconsin
$276K +$25.1K +202 +11%