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Name Holding Trade Value Shares
Change
Change in
Stake
PMWMG
351
Parr McKnight Wealth Management Group
Minnesota
$507K +$42 +2 +0%
PWA
352
Pitcairn Wealth Advisors
Pennsylvania
$506K -$5.54K -263 -1%
WG
353
Welch Group
Alabama
$505K
BWP
354
BSW Wealth Partners
Colorado
$502K -$24.2K -1,148 -4%
DCM
355
Dorato Capital Management
Colorado
$500K +$19K +900 +4%
MCM
356
Massar Capital Management
Connecticut
$490K +$515K +24,409 New
KFI
357
Key Financial Inc
Pennsylvania
$487K -$12.7K -602 -2%
Envestnet Portfolio Solutions
358
Envestnet Portfolio Solutions
Illinois
$483K -$53.8K -2,550 -10%
OWCM
359
One Wealth Capital Management
Arizona
$479K +$271K +12,861 +117%
TVPW
360
Third View Private Wealth
Connecticut
$476K -$122K -5,811 -20%
BJL
361
Brighton Jones LLC
Washington
$476K -$3.35K -159 -0.7%
AP
362
Anchyra Partners
Georgia
$474K -$23.8K -1,127 -5%
SRC
363
Sage Rhino Capital
California
$474K -$13.7K -651 -3%
RCAG
364
Rehmann Capital Advisory Group
Michigan
$466K +$51.4K +2,438 +12%
SL
365
Summitry LLC
California
$462K +$34K +1,615 +8%
WFI
366
West Family Investments
California
$460K -$44.2K -2,095 -8%
IWM
367
IHT Wealth Management
Illinois
$456K -$59.6K -2,828 -11%
CCM
368
Coldstream Capital Management
Washington
$452K -$184K -8,716 -28%
FLPIM
369
F.L. Putnam Investment Management
Massachusetts
$451K -$102K -4,823 -18%
ISS
370
Intesa Sanpaolo SpA.
Italy
$450K -$67.7K -3,210 -13%
LCOV
371
London Company of Virginia
Virginia
$441K
SGA
372
Strategic Global Advisors
California
$436K -$1.32M -62,554 -74%
ST
373
Somerset Trust
Pennsylvania
$435K +$18.7K +885 +4%
CB
374
Commerce Bank
Missouri
$434K -$38K -1,803 -8%
CAM
375
Cresset Asset Management
Illinois
$432K -$103K -4,867 -18%