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Name Holding Trade Value Shares
Change
Change in
Stake
IC
151
IEQ Capital
California
$377K +$372K +3,003 New
IWA
152
Intercontinental Wealth Advisors
Texas
$364K +$29K +234 +9%
KOMWMG
153
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$363K +$32K +258 +10%
SI
154
Stephens Inc
Arkansas
$359K +$124 +1 +0%
CGL
155
Clarius Group LLC
Washington
$359K +$5.58K +45 +2%
LWM
156
Lenox Wealth Management
Ohio
$358K +$22.8K +184 +7%
WIA
157
Wealthstreet Investment Advisors
Texas
$353K
PCG
158
Private Capital Group
Connecticut
$350K -$26.5K -214 -7%
RhumbLine Advisers
159
RhumbLine Advisers
Massachusetts
$349K +$89.5K +722 +35%
PFS
160
Physicians Financial Services
North Carolina
$343K -$285K -2,300 -46%
AAM
161
Advisors Asset Management
Colorado
$341K -$371K -2,990 -52%
DIM
162
DC Investments Management
Virginia
$340K -$123K -994 -27%
BP
163
Ballentine Partners
Massachusetts
$340K -$107K -866 -24%
AWM
164
Altium Wealth Management
New York
$340K +$75.9K +612 +29%
RWM
165
Ritholtz Wealth Management
New York
$338K +$334K +2,691 New
CG
166
Caprock Group
Idaho
$333K -$142K -1,142 -30%
MBT
167
Montecito Bank & Trust
California
$323K
SRC
168
Sage Rhino Capital
California
$320K -$30K -242 -9%
ECM
169
Evergreen Capital Management
Washington
$319K -$204K -1,644 -39%
1WA
170
180 Wealth Advisors
Washington
$315K -$6.08K -49 -2%
LDB
171
Lee, Danner & Bass
Tennessee
$314K
PA
172
Parallel Advisors
California
$312K -$8.06K -65 -3%
QIM
173
Quantitative Investment Management
Virginia
$303K +$300K +2,419 New
BOPW
174
Brandywine Oak Private Wealth
Pennsylvania
$300K -$47.5K -383 -14%
HJIM
175
Henry James International Management
New York
$278K +$56.8K +458 +26%