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Name Holding Trade Value Shares
Change
Change in
Stake
CFM
251
Cornerstone Financial Management
Massachusetts
$2.11K +$2.31K +38 New
GW&K Investment Management
252
GW&K Investment Management
Massachusetts
$2K +$304 +5 +13%
MAS
253
MPWM Advisory Solutions
Georgia
$1.89K – – –
Zions Bancorporation, National Association
254
Zions Bancorporation, National Association
Utah
$1.66K – – –
TD Private Client Wealth
255
TD Private Client Wealth
New York
$1.33K -$59.2K -975 -98%
BOK Financial Private Wealth
256
BOK Financial Private Wealth
Colorado
$1.28K +$1.4K +23 New
PWA
257
Principia Wealth Advisory
Texas
$1.28K +$243 +4 +21%
Nemes Rush Group
258
Nemes Rush Group
Michigan
$1.22K – – –
First Command Advisory Services
259
First Command Advisory Services
Texas
$1.16K -$13.4K -220 -91%
IFP Advisors
260
IFP Advisors
Florida
$1.05K +$729 +12 +171%
Silicon Valley Capital Partners
261
Silicon Valley Capital Partners
California
$1.02K – – –
BH
262
Burk Holdings
Oklahoma
$999 – – –
ACA
263
American Capital Advisory
Idaho
$944 – – –
MV Capital Management
264
MV Capital Management
Maryland
$888 -$61 -1 -6%
GHP Investment Advisors
265
GHP Investment Advisors
Colorado
$888 – – –
Horizon Investments
266
Horizon Investments
North Carolina
$777 -$850 -14 -50%
IPS
267
Investors Portfolio Services
Washington
$777 – – –
SGFG
268
Silver Grove Financial Group
New York
$777 +$850 +14 New
Private Trust Company
269
Private Trust Company
Ohio
$745 -$4.43K -73 -85%
Trifecta Capital Advisors
270
Trifecta Capital Advisors
Illinois
$666 +$729 +12 New
AT
271
Arlington Trust
Alabama
$555 – – –
HIA
272
Highland Investment Advisors
Florida
$555 +$607 +10 New
Halbert Hargrove Global Advisors
273
Halbert Hargrove Global Advisors
California
$382 +$425 +7 New
Creative Financial Designs
274
Creative Financial Designs
Indiana
$333 – – –
Financial Gravity Companies
275
Financial Gravity Companies
Texas
$333 +$364 +6 New