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Name Holding Trade Value Shares
Change
Change in
Stake
AT
701
Arden Trust
Delaware
$347K -$212 -8 -0%
BCI
702
Brinker Capital Investments
Pennsylvania
$345K -$2.92K -110 -0.6%
FPCM
703
Financial Partners Capital Management
New York
$345K
AGAM
704
Audent Global Asset Management
California
$343K
RWM
705
Ritholtz Wealth Management
New York
$341K -$39.6K -1,491 -8%
WEG
706
World Equity Group
Illinois
$341K -$8.18K -308 -2%
WSTAM
707
Wilbanks Smith & Thomas Asset Management
Virginia
$338K +$88.6K +3,336 +25%
IWC
708
Integrated Wealth Concepts
Massachusetts
$336K -$10.9K -409 -2%
NW
709
Naviter Wealth
Arkansas
$336K +$436K +16,438 New
SWM
710
Spire Wealth Management
Virginia
$333K -$360K -13,574 -45%
DP
711
Dearborn Partners
Illinois
$332K +$188K +7,100 +78%
CC
712
Chicago Capital
Illinois
$331K +$100K +3,785 +31%
ASN
713
Advisory Services Network
Georgia
$327K +$102K +3,858 +32%
PA
714
Profund Advisors
Maryland
$326K -$85.9K -3,237 -17%
HAG
715
HighPoint Advisor Group
Illinois
$326K +$403K +15,163 New
SYBT
716
Stock Yards Bank & Trust
Kentucky
$326K +$423K +15,937 New
MIC
717
Means Investment Company
Maine
$324K +$123K +4,617 +41%
QCIG
718
Quad-Cities Investment Group
Iowa
$323K -$17.7K -665 -4%
AIP
719
Ahrens Investment Partners
Louisiana
$322K +$402K +15,133 +2,522%
SOW
720
State of Wyoming
Wyoming
$317K +$78.4K +2,952 +24%
CA
721
Claro Advisors
Massachusetts
$314K +$47.1K +1,776 +13%
DAS
722
Dynamic Advisor Solutions
Arizona
$310K -$36.9K -1,390 -8%
BI
723
Bramshill Investments
Florida
$307K
MNBTD
724
Moody National Bank Trust Division
Texas
$306K -$423K -15,944 -52%
SFP
725
Sweet Financial Partners
Minnesota
$306K -$85.2K -3,210 -18%