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Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
251
Mid Atlantic Financial Management
Pennsylvania
$921K +$36.4K +1,740 +4%
WA
252
Wealth Alliance
New York
$908K +$210K +10,030 +32%
IB
253
Intrust Bank
Kansas
$907K +$1.15K +55 +0.1%
FF
254
FourThought Financial
Florida
$900K +$104K +4,965 +14%
SI
255
Scharf Investments
California
$895K – – –
AWM
256
Altium Wealth Management
New York
$885K +$78.3K +3,740 +10%
PA
257
Parallel Advisors
California
$867K +$36.4K +1,740 +5%
TC
258
TownSquare Capital
Utah
$862K -$159K -7,605 -16%
SI
259
Stephens Inc
Arkansas
$858K +$8.48K +405 +1%
Brown Advisory
260
Brown Advisory
Maryland
$841K -$444K -21,205 -36%
BAM
261
Berkshire Asset Management
Pennsylvania
$832K +$33.5K +1,600 +4%
CCA
262
Checchi Capital Advisers
California
$830K +$7.85K +375 +1%
RHBC
263
R.H. Bluestein & Co
Michigan
$829K – – –
BTWM
264
Baker Tilly Wealth Management
Wisconsin
$801K -$59.3K -2,830 -7%
EMG
265
ETF Managers Group
New Jersey
$796K -$303K -14,470 -29%
LWM
266
Loveless Wealth Management
Montana
$782K +$42.3K +2,020 +6%
BP
267
Ballentine Partners
Massachusetts
$780K +$105 +5 +0%
AIM
268
Alhambra Investment Management
Florida
$779K +$69.9K +3,340 +10%
Schroder Investment Management Group
269
Schroder Investment Management Group
United Kingdom
$774K +$725K +34,630 +8,446%
CAM
270
Cresset Asset Management
Illinois
$773K +$326K +15,570 +80%
HW
271
Hancock Whitney
Mississippi
$755K -$15.6K -745 -2%
CWM
272
Chesapeake Wealth Management
Virginia
$754K -$9.84K -470 -1%
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$748K +$6.18K +295 +0.9%
ASN
274
Advisory Services Network
Georgia
$726K -$43.3K -2,070 -6%
WT
275
Whittier Trust
California
$712K +$205K +9,780 +44%