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Name Holding Trade Value Shares
Change
Change in
Stake
WG
476
Winton Group
United Kingdom
$305K -$79.3K -3,645 -20%
SW
477
SVB Wealth
Massachusetts
$303K -$31.6K -1,455 -9%
ML
478
McAdam LLC
Pennsylvania
$300K
HA
479
Harfst & Associates
Wyoming
$299K
WA
480
Wealth Architects
California
$296K +$1.3K +60 +0.4%
FRM
481
Fox Run Management
Connecticut
$290K +$10.4K +480 +4%
EWA
482
EP Wealth Advisors
California
$287K -$35.9K -1,650 -11%
ATIA
483
American Trust Investment Advisors
New Hampshire
$287K
AAM
484
Advisors Asset Management
Colorado
$286K +$7.5K +345 +3%
IWC
485
Integrated Wealth Concepts
Massachusetts
$286K +$277K +12,735 New
SWP
486
Strategic Wealth Partners
Ohio
$283K +$304K +13,980 New
DC
487
Davenport & Co
Virginia
$282K +$16.3K +750 +6%
CG
488
Caprock Group
Idaho
$279K -$23.5K -1,080 -8%
Envestnet Asset Management
489
Envestnet Asset Management
Illinois
$279K +$50.6K +2,325 +21%
SIAP
490
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$278K +$13.1K +600 +5%
NIM
491
Northeast Investment Management
Massachusetts
$277K +$14K +645 +5%
SWM
492
SeaCrest Wealth Management
New York
$275K +$288K +13,245 New
VIA
493
Vident Investment Advisory
Georgia
$274K -$49.9K -2,295 -15%
AP
494
Appleton Partners
Massachusetts
$274K +$287K +13,215 New
FPCP
495
Fort Point Capital Partners
California
$273K
SFP
496
Shepherd Financial Partners
Massachusetts
$272K +$286K +13,140 New
CFA
497
Capstone Financial Advisors
Illinois
$271K -$80.6K -3,705 -22%
MOS
498
MGO One Seven
Ohio
$265K +$277K +12,750 New
BDS
499
Banco de Sabadell
Florida
$265K +$278K +12,780 New
ATFA
500
All Terrain Financial Advisors
Minnesota
$262K +$274K +12,615 New