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Name Holding Trade Value Shares
Change
Change in
Stake
E
626
Ergoteles
New York
$733K +$764K +27,648 New
AP
627
Adero Partners
California
$732K +$39.2K +1,420 +6%
EW
628
Evoke Wealth
California
$731K -$29.9K -1,082 -4%
MFG
629
Merit Financial Group
Georgia
$728K -$13.3K -483 -2%
BMSSC
630
B. Metzler seel. Sohn & Co
Germany
$725K -$820K -29,667 -52%
SCM
631
Shelton Capital Management
Colorado
$724K
CA
632
CapWealth Advisors
Tennessee
$722K -$2.32K -84 -0.3%
LNC
633
Lincoln National Corp
Pennsylvania
$717K +$11.8K +426 +2%
SFI
634
Siemens Fonds Invest
Germany
$714K -$34.6K -1,254 -4%
BCA
635
Bray Capital Advisors
Florida
$714K
ECM
636
Evergreen Capital Management
Washington
$713K +$8.15K +295 +1%
TSW
637
Thompson Siegel & Walmsley
Virginia
$713K +$743K +26,900 New
WEG
638
World Equity Group
Illinois
$712K +$281K +10,187 +61%
BCV
639
Banque Cantonale Vaudoise
Switzerland
$706K
AWA
640
Arete Wealth Advisors
Illinois
$701K +$200K +7,252 +38%
UWM
641
Udine Wealth Management
Florida
$698K +$64.4K +2,331 +10%
WP
642
WealthSource Partners
California
$694K +$724K +26,201 New
EOJOAM
643
E. Ohman J:or Asset Management
Sweden
$692K
NL
644
NVWM LLC
Pennsylvania
$689K -$304 -11 -0%
IWM
645
IHT Wealth Management
Illinois
$688K +$717K +25,969 New
JWCA
646
J.W. Cole Advisors
Florida
$685K -$14.2K -513 -2%
GGHC
647
Gilder Gagnon Howe & Co
New York
$671K +$1.3K +47 +0.2%
SPC
648
Sigma Planning Corp
Michigan
$669K +$33.3K +1,206 +5%
SIA
649
Sit Investment Associates
Minnesota
$663K -$35.1K -1,270 -5%
SPIO
650
Seven Post Investment Office
California
$663K