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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
601
Weatherly Asset Management
California
$2.74M -$87.4K -5,129 -3%
NLP
602
Next Level Private
New York
$2.72M +$69.9K +4,105 +2%
PWAC
603
Private Wealth Advisors (California)
California
$2.72M +$37.1K +2,180 +1%
V
604
Veritable
Delaware
$2.71M -$461K -27,049 -14%
CIC
605
Canal Insurance Company
South Carolina
$2.71M
GIA
606
Gateway Investment Advisers
Ohio
$2.71M -$27.9M -1,640,694 -91%
FTDI
607
First Trust Direct Indexing
Massachusetts
$2.71M -$216K -12,690 -7%
RCM
608
Raleigh Capital Management
North Carolina
$2.69M +$327K +19,176 +13%
LB
609
Leo Brokerage
Texas
$2.67M +$712K +41,787 +33%
WFA
610
WMG Financial Advisors
Tennessee
$2.66M +$1.1M +64,822 +63%
WCM
611
Windward Capital Management
California
$2.66M -$2.71K -159 -0.1%
SGA
612
Strategic Global Advisors
California
$2.64M +$2.82M +165,327 New
SFI
613
Siemens Fonds Invest
Germany
$2.64M +$15.9K +934 +0.6%
UFG
614
United Fire Group
Iowa
$2.63M
GRP
615
Global Retirement Partners
California
$2.63M +$207K +12,182 +8%
AA
616
Aire Advisors
California
$2.63M +$17K +1,000 +0.6%
FBT
617
First Bank & Trust
South Dakota
$2.62M +$183K +10,763 +7%
BSW
618
Buckingham Strategic Wealth
Missouri
$2.61M -$447K -26,228 -14%
WAOTB
619
Wealth Advisors of Tampa Bay
Florida
$2.61M +$63.9K +3,750 +2%
GAMC
620
Garner Asset Management Corp
Texas
$2.61M -$310K -18,206 -10%
ACM
621
Argyle Capital Management
Pennsylvania
$2.6M -$28.1K -1,650 -1%
MNBTD
622
Moody National Bank Trust Division
Texas
$2.59M -$125K -7,362 -4%
RG
623
Rathbones Group
United Kingdom
$2.58M -$503K -29,557 -15%
USAA
624
United Services Automobile Association
Texas
$2.57M +$21.8K +1,282 +0.8%
SSWM
625
Smith Salley Wealth Management
North Carolina
$2.54M -$22.4K -1,315 -0.8%