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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
201
Schechter Investment Advisors
Michigan
$855K -$28.1K -127 -3%
BFS
202
Bradley Foster & Sargent
Connecticut
$854K +$329K +1,486 +55%
CC
203
Callan Capital
California
$851K +$71K +321 +8%
IB
204
Intrust Bank
Kansas
$838K +$64.8K +293 +8%
PFS
205
Prospera Financial Services
Texas
$832K -$7.52K -34 -0.8%
BSW
206
Buckingham Strategic Wealth
Missouri
$819K -$58K -262 -6%
PA
207
Parallel Advisors
California
$813K -$48.9K -221 -5%
WA
208
Wambolt & Associates
Colorado
$809K -$157K -711 -15%
AWM
209
Axxcess Wealth Management
California
$802K +$31.6K +143 +4%
BRWA
210
B. Riley Wealth Advisors
Florida
$787K +$50.4K +228 +6%
MBT
211
Montecito Bank & Trust
California
$778K -$49.5K -224 -6%
SRC
212
Sage Rhino Capital
California
$776K -$2.43K -11 -0.3%
SAM
213
Synergy Asset Management
Washington
$776K +$837K +3,785 New
CGL
214
Clarius Group LLC
Washington
$763K -$95.3K -431 -10%
BPA
215
Beacon Pointe Advisors
California
$753K +$2.21K +10 +0.3%
Squarepoint
216
Squarepoint
New York
$753K +$813K +3,675 New
HNB
217
Huntington National Bank
Ohio
$750K +$22.8K +103 +3%
SCM
218
Shelton Capital Management
Colorado
$743K -$22.8K -103 -3%
MIC
219
Meridian Investment Counsel
California
$743K +$219K +990 +38%
AQR Capital Management
220
AQR Capital Management
Connecticut
$742K +$375K +1,697 +88%
ACA
221
Atlas Capital Advisors
Wyoming
$735K -$41.4K -187 -5%
LIM
222
Leavell Investment Management
Alabama
$723K
PP
223
PDS Planning
Ohio
$721K +$79.6K +360 +11%
VFA
224
Valeo Financial Advisors
Indiana
$716K -$94.7K -428 -11%
PFS
225
Physicians Financial Services
North Carolina
$714K