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Name Holding Trade Value Shares
Change
Change in
Stake
B
601
Bailard
California
$267K +$3.03K +13 +1%
LCM
602
Logan Capital Management
Pennsylvania
$264K
VCM
603
Voleon Capital Management
California
$263K +$255K +1,095 New
PA
604
Parallel Advisors
California
$259K +$8.38K +36 +3%
VAG
605
VisionPoint Advisory Group
Texas
$258K +$250K +1,074 New
PTC
606
Petrus Trust Company
Texas
$258K +$28.4K +122 +13%
DWM
607
Dynasty Wealth Management
Florida
$258K -$23.3K -100 -9%
FW
608
FullCircle Wealth
Texas
$254K +$16.3K +70 +7%
ACM
609
Alta Capital Management
Utah
$250K -$21.4K -92 -8%
MP
610
McDonald Partners
Ohio
$250K -$48.4K -208 -17%
OC
611
Oarsman Capital
Wisconsin
$250K
GWMR
612
GC Wealth Management RIA
Massachusetts
$249K +$241K +1,035 New
TWC
613
TD Waterhouse Canada
Ontario, Canada
$242K +$7.92K +34 +4%
ECM
614
Evergreen Capital Management
Washington
$241K +$24.7K +106 +12%
PCM
615
Polymer Capital Management
New York
$241K +$233K +1,002 New
PAM
616
Panagora Asset Management
Massachusetts
$240K -$1.31M -5,620 -85%
NAM
617
NTV Asset Management
West Virginia
$240K
AG
618
Ascent Group
Virginia
$238K -$37.5K -161 -14%
CFFP
619
Center for Financial Planning
Michigan
$237K
CI
620
Cigna Investments
Connecticut
$237K
AC
621
Asio Capital
Kentucky
$235K
SAI
622
Savvy Advisors Inc
New York
$235K +$228K +978 New
SIC
623
Sigma Investment Counselors
Michigan
$234K
CAM
624
Claret Asset Management
Quebec, Canada
$234K +$17.9K +77 +9%
EW
625
Evoke Wealth
California
$232K +$225K +967 New