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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Avantax Advisory Services
Texas
$326K +$104K +2,174 +49%
IFWM
327
Institute for Wealth Management
Colorado
$325K -$108K -2,257 -26%
1WA
328
180 Wealth Advisors
Washington
$325K -$1.44K -30 -0.5%
SRC
329
Sage Rhino Capital
California
$325K +$2.93K +61 +0.9%
BP
330
Ballentine Partners
Massachusetts
$323K +$20.7K +430 +7%
PA
331
Probity Advisors
Texas
$321K +$312K +6,494 New
ASN
332
Advisory Services Network
Georgia
$320K -$27.2K -566 -8%
KMWM
333
Keudell/Morrison Wealth Management
Oregon
$313K -$23.3K -484 -7%
GWM
334
Geneos Wealth Management
Colorado
$312K -$432 -9 -0.2%
KeyBank National Association
335
KeyBank National Association
Ohio
$311K +$23K +479 +8%
APA
336
American Portfolios Advisors
New York
$309K -$6.82K -142 -2%
FHB
337
First Hawaiian Bank
Hawaii
$305K -$17.5K -365 -6%
MIG
338
McGuire Investment Group
Rhode Island
$302K +$28.2K +587 +11%
WA
339
Wealth Alliance
New York
$301K -$11.5K -240 -4%
CAN
340
Cetera Advisor Networks
California
$300K -$6.58K -137 -2%
RIL
341
Rothschild Investment LLC
Illinois
$299K -$3.6K -75 -1%
MC
342
Moors & Cabot
Massachusetts
$298K
SRC
343
Shufro Rose & Co
New York
$296K -$9.61K -200 -3%
MAFM
344
Mid Atlantic Financial Management
Pennsylvania
$289K -$27.5K -573 -9%
ACS
345
Archford Capital Strategies
Illinois
$288K +$9.03K +188 +3%
KOC
346
Koss-Olinger Consulting
Florida
$288K +$280K +5,830 New
CGL
347
Clarius Group LLC
Washington
$284K -$2.59K -54 -0.9%
EIP
348
Epoch Investment Partners
New York
$282K -$25.7K -535 -9%
CAM
349
Cozad Asset Management
Illinois
$281K +$16.3K +340 +6%
William Blair & Company
350
William Blair & Company
Illinois
$281K +$44K +916 +19%