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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
276
Envestnet Portfolio Solutions
Illinois
$483K +$43.7K +232 +10%
LDB
277
Lee, Danner & Bass
Tennessee
$481K
AG
278
Ascent Group
Virginia
$481K +$184K +977 +63%
SFS
279
Sowell Financial Services
Arkansas
$476K +$74.3K +394 +19%
RWA
280
River Wealth Advisors
Pennsylvania
$476K -$26.4K -140 -5%
GCM
281
Graham Capital Management
Connecticut
$475K +$469K +2,488 New
PCIA
282
Prime Capital Investment Advisors
Kansas
$471K +$4.52K +24 +1%
CSP
283
Cary Street Partners
Virginia
$470K -$93.3K -495 -17%
JTF
284
J. Team Financial
Texas
$470K +$464K +2,460 New
Voloridge Investment Management
285
Voloridge Investment Management
Florida
$459K +$453K +2,402 New
WPC
286
Wedmont Private Capital
Pennsylvania
$447K -$4.52K -24 -1%
SCP
287
Sivia Capital Partners
California
$444K -$3.77K -20 -0.9%
SC
288
Savant Capital
Illinois
$443K -$74.8K -397 -15%
BF
289
Brucke Financial
Indiana
$436K +$403K +2,136 New
AAP
290
Arax Advisory Partners
Colorado
$431K +$394K +2,090 +1,282%
CAM
291
Campion Asset Management
Virginia
$430K -$16K -85 -4%
WCA
292
Westover Capital Advisors
Delaware
$429K
GRP
293
Global Retirement Partners
California
$427K +$166K +879 +65%
HC
294
Henshaw Capital
Massachusetts
$425K +$43.2K +229 +11%
CTC
295
Cetera Trust Company
Minnesota
$423K
MCM
296
MAI Capital Management
Ohio
$421K -$109K -576 -21%
TIAA Trust, National Association
297
TIAA Trust, National Association
North Carolina
$418K -$3.39K -18 -0.8%
CAL
298
Capital Analysts LLC
Pennsylvania
$416K +$7.16K +38 +2%
FSA
299
Fort Sheridan Advisors
Illinois
$415K +$12.8K +68 +3%
DC
300
Davenport & Co
Virginia
$411K +$78.8K +418 +24%