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Name Holding Trade Value Shares
Change
Change in
Stake
WC
326
Wexford Capital
Florida
$864K +$810K +15,000 New
ECM
327
Evergreen Capital Management
Washington
$860K +$224K +4,150 +39%
CC
328
Callan Capital
California
$848K +$262K +4,861 +49%
RCAG
329
Rehmann Capital Advisory Group
Michigan
$844K +$65.5K +1,213 +9%
FPWM
330
FSB Premier Wealth Management
Iowa
$843K +$130K +2,404 +20%
SFA
331
Semmax Financial Advisors
North Carolina
$839K -$78.4K -1,452 -8%
JIC
332
Johnson Investment Counsel
Ohio
$838K +$232K +4,288 +42%
VFA
333
Valeo Financial Advisors
Indiana
$834K +$26.6K +493 +4%
PA
334
Probity Advisors
Texas
$831K +$36.2K +671 +5%
VA
335
Vident Advisory
Georgia
$827K +$51.6K +956 +7%
IWC
336
Integrated Wealth Concepts
Massachusetts
$824K -$34.5K -639 -4%
GT
337
Greenleaf Trust
Michigan
$796K +$55.3K +1,025 +8%
TI
338
Tidal Investments
Wisconsin
$795K +$416K +7,711 +127%
FCCM
339
First City Capital Management
Georgia
$785K -$18.9K -350 -3%
KFSC
340
Keystone Financial Services (Colorado)
Colorado
$784K +$48.2K +892 +7%
EH
341
Equitable Holdings
New York
$784K +$120K +2,225 +20%
AQR Capital Management
342
AQR Capital Management
Connecticut
$777K +$345K +6,388 +90%
BRWA
343
B. Riley Wealth Advisors
Florida
$776K -$165K -3,051 -18%
Kayne Anderson Rudnick Investment Management
344
Kayne Anderson Rudnick Investment Management
California
$770K -$177K -3,281 -20%
PCM
345
Parsons Capital Management
Rhode Island
$759K
CFG
346
Cooper Financial Group
California
$753K +$440K +8,155 +166%
QCG
347
Quadrant Capital Group
Ohio
$748K +$91K +1,685 +15%
GWMR
348
GC Wealth Management RIA
Massachusetts
$741K +$189K +3,503 +37%
GA
349
GFS Advisors
Texas
$738K +$629K +11,655 +1,018%
KMWM
350
Keudell/Morrison Wealth Management
Oregon
$733K -$29.7K -551 -4%