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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
651
Integrated Advisors Network
Texas
$335K -$12.3K -164 -3%
CWM
652
Chesapeake Wealth Management
Virginia
$334K +$29K +386 +9%
MAA
653
Mraz Amerine & Associates
California
$334K
GL
654
Graypoint LLC
New York
$332K +$22.5K +300 +7%
Los Angeles Capital Management
655
Los Angeles Capital Management
California
$330K
WP
656
WealthSource Partners
California
$330K +$18K +240 +6%
MHIC
657
Marble Harbor Investment Counsel
Massachusetts
$328K
DWP
658
Daymark Wealth Partners
Ohio
$326K
TF
659
TIAA FSB
Florida
$323K -$20.7K -276 -6%
C
660
CEDRUS
Colorado
$322K -$1.05K -14 -0.3%
Brown Advisory
661
Brown Advisory
Maryland
$318K -$37.1K -494 -10%
RIL
662
Rothschild Investment LLC
Illinois
$317K +$18.6K +248 +6%
GRP
663
Global Retirement Partners
California
$314K -$1.05K -14 -0.3%
IWA
664
Intercontinental Wealth Advisors
Texas
$312K +$13.2K +176 +4%
PCM
665
Pointe Capital Management
Michigan
$310K +$4.51K +60 +1%
TAM
666
Tucker Asset Management
Colorado
$310K +$1.35K +18 +0.4%
MHR
667
Matthew Hamilton Rosenberg
$310K +$150 +2 +0%
SW
668
SVB Wealth
Massachusetts
$308K -$120K -1,594 -27%
FMP
669
Financial Management Professionals
Texas
$307K +$31.2K +416 +11%
SXL
670
Summit X LLC
Missouri
$307K +$14.3K +190 +5%
SS
671
Sunbelt Securities
Texas
$307K +$7.66K +102 +2%
NAS
672
NWF Advisory Services
California
$306K
AC
673
ASB Consultores
Florida
$305K +$23.4K +312 +8%
SM
674
Sciencast Management
New Jersey
$304K +$315K +4,200 New
GVAG
675
Great Valley Advisor Group
Delaware
$302K +$51.2K +682 +20%