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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
451
Zions Bancorporation
Utah
$984K -$74.4K -990 -7%
UCFA
452
United Capital Financial Advisors
Texas
$979K -$342K -4,560 -25%
CT
453
Chicago Trust
Illinois
$942K
BCV
454
Banque Cantonale Vaudoise
Switzerland
$942K -$37.6K -500 -4%
S
455
SimplyRich
California
$937K -$901 -12 -0.1%
LNWWM
456
Laird Norton Wetherby Wealth Management
California
$925K -$11.9K -158 -1%
JF
457
Jump Financial
Illinois
$922K -$24.9K -332 -3%
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$920K -$86.2K -1,148 -8%
BFG
459
Bleakley Financial Group
New Jersey
$916K +$143K +1,910 +18%
SS
460
Simplicity Solutions
Minnesota
$915K +$142K +1,894 +18%
WHCI
461
W.H. Cornerstone Investments
Massachusetts
$914K -$21.2K -282 -2%
WC
462
Weil Company
California
$914K +$943K +12,552 New
WP
463
WealthSpring Partners
California
$897K +$925K +12,320 New
E
464
Ergoteles
New York
$894K +$922K +12,278 New
KCM
465
Kornitzer Capital Management
Kansas
$888K
TT
466
TI-Trust
Illinois
$876K
VWM
467
Venturi Wealth Management
Texas
$856K -$294K -3,914 -25%
ARMT
468
Amica Retiree Medical Trust
Rhode Island
$845K
I
469
InceptionR
California
$845K +$879K +11,698 New
MWM
470
Marion Wealth Management
Pennsylvania
$844K +$16.8K +224 +2%
TMAM
471
Tokio Marine Asset Management
Japan
$834K +$17.6K +234 +2%
TPA
472
Trivium Point Advisory
Connecticut
$819K -$8.86K -118 -1%
FMWA
473
Forvis Mazars Wealth Advisors
Missouri
$817K +$187K +2,496 +29%
QIM
474
Quantitative Investment Management
Virginia
$816K +$486K +6,470 +136%
SCI
475
Stableford Capital II
Arizona
$812K +$853K +11,358 New