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Name Holding Trade Value Shares
Change
Change in
Stake
IDA
1026
Intelligence Driven Advisers
California
$698K +$299K +3,140 +103%
WA
1027
Waverly Advisors
Alabama
$697K +$340K +3,560 +113%
Focus Partners Wealth
1028
Focus Partners Wealth
Massachusetts
$694K +$636K +6,671 New
MSAM
1029
Moloney Securities Asset Management
Missouri
$692K +$10.5K +110 +2%
BCM
1030
Brookstone Capital Management
Illinois
$690K -$12.1K -127 -2%
Capstone Investment Advisors
1031
Capstone Investment Advisors
New York
$688K -$2.77M -29,036 -81%
FCBT
1032
First Citizens Bank & Trust
North Carolina
$686K +$7.72K +81 +1%
CMTU
1033
Capital Markets Trading (UK)
United Kingdom
$685K -$15.6K -164 -2%
TC
1034
Telemus Capital
Michigan
$684K +$627K +6,575 New
LSAG
1035
Lake Street Advisors Group
New Hampshire
$684K +$624K +6,542 New
TWM
1036
Trueblood Wealth Management
Ohio
$679K +$622K +6,527 New
AIA
1037
Angeles Investment Advisors
California
$678K +$16.9K +177 +3%
MA
1038
Mutual Advisors
Nebraska
$677K +$56.7K +595 +10%
Luther King Capital Management (LKCM)
1039
Luther King Capital Management (LKCM)
Texas
$675K +$167K +1,754 +37%
CWM
1040
Cornerstone Wealth Management
Missouri
$670K +$113K +1,190 +23%
AA
1041
ALPS Advisors
Colorado
$669K +$94.4K +990 +18%
RDWM
1042
Red Door Wealth Management
Tennessee
$664K +$68.9K +722 +13%
JAG
1043
Journey Advisory Group
Kentucky
$663K -$13.4K -140 -2%
GVAG
1044
Great Valley Advisor Group
Delaware
$659K -$79.5K -834 -12%
PGFC
1045
Peapack-Gladstone Financial Corp
New Jersey
$648K +$4.86K +51 +0.8%
DBRC
1046
D.B. Root & Company
Pennsylvania
$648K +$65.8K +690 +12%
GIA
1047
Gladstone Institutional Advisory
Florida
$643K +$28.8K +302 +5%
KLCM
1048
KG&L Capital Management
Louisiana
$642K +$222K +2,330 +61%
AO
1049
Advisor OS
Illinois
$637K +$192K +2,009 +49%
PSCM
1050
Per Stirling Capital Management
Texas
$633K – – –