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Name Holding Trade Value Shares
Change
Change in
Stake
AA
426
ALPS Advisors
Colorado
$370K +$352K +1,950 New
HNB
427
Huntington National Bank
Ohio
$367K -$15.5K -86 -4%
SFA
428
Sequoia Financial Advisors
Ohio
$363K +$79.4K +440 +30%
IWM
429
IHT Wealth Management
Illinois
$358K +$136K +754 +66%
KAS
430
Kestra Advisory Services
Texas
$355K +$31.7K +176 +10%
UCFA
431
United Capital Financial Advisors
Texas
$355K -$140K -774 -29%
RAG
432
RIA Advisory Group
Iowa
$354K +$336K +1,862 New
ETC
433
Exchange Traded Concepts
Oklahoma
$352K +$325K +1,800 +3,273%
CB
434
Commerce Bank
Missouri
$351K -$798K -4,423 -71%
PA
435
Parallel Advisors
California
$349K -$5.41K -30 -2%
WWM
436
Western Wealth Management
Colorado
$348K +$331K +1,833 New
SC
437
Syon Capital
California
$332K -$2.89K -16 -0.9%
MWM
438
Modera Wealth Management
New Jersey
$327K
LNWWM
439
Laird Norton Wetherby Wealth Management
California
$324K -$51.4K -285 -14%
CA
440
Claro Advisors
Massachusetts
$324K +$307K +1,703 New
GT
441
Greenleaf Trust
Michigan
$319K -$45.1K -250 -13%
GA
442
Gateway Advisory
New Jersey
$316K +$22.5K +125 +8%
HWM
443
HB Wealth Management
Georgia
$316K -$237K -1,316 -44%
NP
444
NorthRock Partners
Minnesota
$316K -$1.62K -9 -0.5%
OSAM
445
O'Shaughnessy Asset Management
Connecticut
$315K -$128K -708 -30%
DWT
446
Dorsey & Whitney Trust
South Dakota
$311K +$40.4K +224 +16%
JFGIW
447
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$308K +$1.08K +6 +0.4%
MPM
448
MBB Public Markets
Illinois
$308K -$920K -5,100 -76%
DF
449
Donoghue Forlines
Massachusetts
$305K +$289K +1,603 New
CFM
450
Catalyst Funds Management
Australia
$304K +$252K +1,400 +700%