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Name Holding Trade Value Shares
Change
Change in
Stake
SW
526
Simplicity Wealth
New Jersey
$3.62M +$1.12M +8,298 +52%
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$3.56M -$55.6K -410 -2%
DC
528
Davenport & Co
Virginia
$3.56M -$80.1K -591 -2%
VCA
529
Verdence Capital Advisors
Maryland
$3.55M -$521K -3,840 -16%
CWM
530
Circle Wealth Management
New Jersey
$3.53M -$213K -1,570 -6%
SWM
531
Segment Wealth Management
Texas
$3.51M +$22.4K +165 +0.7%
IFG
532
Independent Financial Group
California
$3.47M +$418K +3,083 +15%
DAS
533
Diversify Advisory Services
Utah
$3.46M -$123K -904 -4%
C
534
Certuity
Florida
$3.45M -$14.4K -106 -0.5%
MA
535
Mutual Advisors
Nebraska
$3.41M -$224K -1,649 -7%
HAG
536
HighPoint Advisor Group
Illinois
$3.41M -$341K -2,518 -10%
PA
537
Parallel Advisors
California
$3.4M -$23.3K -172 -0.7%
WWA
538
WCG Wealth Advisors
Nevada
$3.34M +$3.05M +22,492 New
IAS
539
Insigneo Advisory Services
Florida
$3.34M -$885K -6,529 -23%
AF
540
Allworth Financial
California
$3.3M +$242K +1,787 +9%
CA
541
Commerzbank Aktiengesellschaft
Germany
$3.28M +$1.11M +8,201 +59%
MFS
542
Mirabella Financial Services
United Kingdom
$3.28M +$1.62M +11,920 +117%
FBC
543
Fairfield, Bush & Co
Connecticut
$3.27M -$190K -1,405 -6%
CI
544
Cigna Investments
Connecticut
$3.27M -$6.1K -45 -0.2%
IAA
545
Independent Advisor Alliance
North Carolina
$3.25M -$166K -1,223 -5%
Fisher Asset Management
546
Fisher Asset Management
Washington
$3.23M -$84.1K -620 -3%
CWM
547
Calamos Wealth Management
Illinois
$3.23M +$2.43M +17,927 +473%
GRP
548
Global Retirement Partners
California
$3.22M +$354K +2,613 +14%
FA
549
Fiduciary Alliance
South Carolina
$3.19M -$158K -1,163 -5%
AGA
550
Accuvest Global Advisors
Utah
$3.19M +$2.31M +17,061 +387%