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Name Holding Trade Value Shares
Change
Change in
Stake
IC
326
Iconiq Capital
California
$654K -$186K -3,639 -21%
KMWM
327
Keudell/Morrison Wealth Management
Oregon
$650K +$13.7K +268 +2%
KeyBank National Association
328
KeyBank National Association
Ohio
$646K -$3.63K -71 -0.5%
AFW
329
Avantra Family Wealth
Pennsylvania
$640K +$6.34K +124 +0.9%
VF
330
Virtu Financial
New York
$637K +$123K +2,408 +22%
CCM
331
Coldstream Capital Management
Washington
$636K +$317K +6,210 +89%
CC
332
Courier Capital
New York
$629K -$96.1K -1,880 -13%
HH
333
Hilltop Holdings
Texas
$628K +$32.8K +641 +5%
FTA
334
Financial & Tax Architects
Missouri
$625K +$19.9K +390 +3%
IC
335
IEQ Capital
California
$620K +$44.4K +869 +7%
CCA
336
Checchi Capital Advisers
California
$620K -$13K -255 -2%
KCM
337
Kennedy Capital Management
Missouri
$616K +$652K +12,755 New
FCCM
338
First City Capital Management
Georgia
$610K
LCWP
339
Legacy Capital Wealth Partners
Arkansas
$609K -$48.7K -954 -7%
ONB
340
Old National Bancorp
Indiana
$606K -$261K -5,110 -29%
DCM
341
DGS Capital Management
New Jersey
$601K +$53.8K +1,053 +9%
GI
342
Gradient Investments
Minnesota
$597K +$132K +2,591 +27%
CIA
343
Concurrent Investment Advisors
Florida
$591K +$129K +2,526 +26%
Kayne Anderson Rudnick Investment Management
344
Kayne Anderson Rudnick Investment Management
California
$588K +$3.98K +78 +0.6%
IWC
345
Integrated Wealth Concepts
Massachusetts
$581K -$137K -2,690 -18%
BIG
346
Brooklyn Investment Group
New York
$577K +$113K +2,205 +23%
FPAS
347
Focus Partners Advisor Solutions
Missouri
$577K -$7K -137 -1%
PG
348
Patten Group
Tennessee
$565K +$1.38K +27 +0.2%
HPM
349
Hudson Portfolio Management
New York
$557K -$10.2K -200 -2%
NGA
350
Naples Global Advisors
Florida
$548K -$20.4K -400 -3%