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Name Holding Trade Value Shares
Change
Change in
Stake
B
151
Bailard
California
$872K -$55.9K -299 -6%
BL
152
Balentine LLC
Georgia
$864K +$285K +1,525 +47%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$856K -$4.67K -25 -0.5%
AAM
154
Advisors Asset Management
Colorado
$844K +$320K +1,713 +58%
AIA
155
Armor Investment Advisors
North Carolina
$844K -$124K -664 -12%
CFG
156
CKW Financial Group
Hawaii
$815K +$52.5K +281 +7%
AF
157
Apexium Financial
Texas
$801K
Franklin Resources
158
Franklin Resources
California
$783K +$11K +59 +1%
CGL
159
Clarius Group LLC
Washington
$753K
RHBC
160
R.H. Bluestein & Co
Michigan
$721K -$93.5K -500 -11%
BTW
161
Boston Trust Walden
Massachusetts
$690K -$4.67K -25 -0.6%
RC
162
RegentAtlantic Capital
New Jersey
$685K -$20.4K -109 -3%
SW
163
SVB Wealth
Massachusetts
$683K -$38K -203 -5%
IWA
164
Intercontinental Wealth Advisors
Texas
$681K -$35.3K -189 -5%
HWA
165
HHM Wealth Advisors
Tennessee
$680K +$13.1K +70 +2%
ACA
166
Atlas Capital Advisors
Wyoming
$676K +$25.1K +134 +4%
SFA
167
Sequoia Financial Advisors
Ohio
$674K +$58.2K +311 +9%
DWT
168
Dorsey & Whitney Trust
South Dakota
$668K +$8.23K +44 +1%
SW
169
SteelPeak Wealth
California
$663K +$688K +3,680 New
WA
170
Wealth Alliance
New York
$654K -$26K -139 -4%
BPA
171
Beacon Pointe Advisors
California
$654K -$8.04K -43 -1%
FIA
172
FNY Investment Advisers
New York
$630K +$654K +3,500 New
PFS
173
Physicians Financial Services
North Carolina
$619K
SRC
174
Sage Rhino Capital
California
$613K +$5.61K +30 +0.9%
IC
175
IEQ Capital
California
$592K +$222K +1,186 +57%