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Name Holding Trade Value Shares
Change
Change in
Stake
S
201
SimplyRich
California
$440K -$1.11K -76 -0.3%
CSIC
202
Clifford Swan Investment Counsel
California
$437K -$3.42K -234 -0.8%
NW
203
Naviter Wealth
Arkansas
$435K +$34K +2,328 +9%
HPM
204
Hudson Portfolio Management
New York
$433K
VCM
205
Versant Capital Management
Arizona
$433K +$67.8K +4,641 +19%
KCM
206
Kathmere Capital Management
Pennsylvania
$428K +$36.1K +2,472 +9%
AWA
207
Aaron Wealth Advisors
Illinois
$413K +$83K +5,679 +26%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$409K +$56.3K +3,849 +16%
CC
209
Centiva Capital
New York
$403K +$29.7K +2,031 +8%
AF
210
Allworth Financial
California
$400K -$35.7K -2,439 -8%
GT
211
Glenmede Trust
Pennsylvania
$399K -$23.8K -1,631 -6%
BRWA
212
B. Riley Wealth Advisors
Florida
$398K +$1.74K +119 +0.4%
WCP
213
Wick Capital Partners
Pennsylvania
$397K +$47.7K +3,261 New
JWCA
214
J.W. Cole Advisors
Florida
$394K -$13.9K -952 -4%
CB
215
Commerce Bank
Missouri
$391K +$3.95K +270 +1%
BEAM
216
Baker Ellis Asset Management
Washington
$391K -$48.2K -3,300 -11%
GCIA
217
Gabelli & Co Investment Advisers
New York
$391K
IWC
218
Integrated Wealth Concepts
Massachusetts
$390K -$81.4K -5,568 -18%
EWA
219
Exit Wealth Advisors
Georgia
$389K +$378K +25,887 New
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$386K -$233K -15,913 -39%
SC
221
Savant Capital
Illinois
$373K +$52.5K +3,593 +17%
IRC
222
Investors Research Corp
Georgia
$372K -$4.37K -299 -1%
CTC
223
Cetera Trust Company
Minnesota
$366K
AWM
224
Ariadne Wealth Management
California
$355K
CIM
225
Contravisory Investment Management
Massachusetts
$354K -$21K -1,435 -6%