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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
426
Beacon Pointe Advisors
California
$1M -$355K -8,565 -23%
HCMT
427
Highland Capital Management (Tennessee)
Tennessee
$1M +$1.19M +28,620 New
FMT
428
First Mercantile Trust
Tennessee
$998K -$818K -19,725 -41%
Cerity Partners
429
Cerity Partners
New York
$996K -$601K -14,505 -34%
MCC
430
Malaga Cove Capital
California
$996K +$213K +5,130 +22%
MAFM
431
Mid Atlantic Financial Management
Pennsylvania
$996K +$512K +12,360 +77%
RFC
432
Regions Financial Corp
Alabama
$989K +$198K +4,785 +20%
WA
433
Wealth Architects
California
$988K +$366K +8,820 +45%
CA
434
Crewe Advisors
Utah
$980K +$37.3K +900 +3%
CBFP
435
Cedar Brook Financial Partners
Ohio
$976K -$126K -3,030 -10%
QWM
436
QP Wealth Management
New Jersey
$970K -$54.1K -1,305 -6%
LNC
437
Lincoln National Corp
Pennsylvania
$965K -$351K -8,475 -23%
BAMF
438
BI Asset Management Fondsmaeglerselskab
Denmark
$947K +$388K +9,360 +53%
Fiera Capital (Canada)
439
Fiera Capital (Canada)
Quebec, Canada
$941K +$371K +8,955 +50%
NA
440
NewEdge Advisors
Louisiana
$939K +$667K +16,095 +149%
WAM
441
Wolverine Asset Management
Illinois
$934K -$12.9M -311,370 -92%
CA
442
Clearstead Advisors
Ohio
$932K -$96.4K -2,325 -8%
MCM
443
MAI Capital Management
Ohio
$927K -$1.24K -30 -0.1%
DT
444
Diversified Trust
Tennessee
$927K +$94.5K +2,280 +9%
IFWM
445
Institute for Wealth Management
Colorado
$922K -$39.2K -945 -3%
EGM
446
Engineers Gate Manager
New York
$919K -$16.9M -407,130 -94%
CG
447
Caprock Group
Idaho
$917K -$2.4M -57,795 -69%
PP
448
PagnatoKarp Partners
Virginia
$916K +$52.2K +1,260 +5%
PP
449
Paloma Partners
Connecticut
$914K -$477K -11,505 -31%
IWC
450
Integrated Wealth Concepts
Massachusetts
$905K -$69.6K -1,680 -6%