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Name Holding Trade Value Shares
Change
Change in
Stake
NW
426
Naviter Wealth
Arkansas
$261K +$281K +5,026 New
HI
427
Harbour Investments
Wisconsin
$256K +$279K +4,982 New
FSA
428
Fort Sheridan Advisors
Illinois
$254K
CGL
429
Clarius Group LLC
Washington
$254K +$23.8K +425 +9%
LOAMS
430
Lombard Odier Asset Management (Switzerland)
Switzerland
$254K +$276K +4,932 New
S
431
SignatureFD
Georgia
$248K -$58.1K -1,038 -18%
SPFA
432
Summit Place Financial Advisors
New Jersey
$247K -$22.4K -400 -8%
CAM
433
Cresset Asset Management
Illinois
$246K -$73.5K -1,313 -16%
BP
434
Ballentine Partners
Massachusetts
$246K -$23.8K -425 -8%
BSW
435
Buckingham Strategic Wealth
Missouri
$246K +$44.1K +788 +20%
PCS
436
Personal CFO Solutions
New Jersey
$245K +$560 +10 +0.2%
SSWM
437
Sheets Smith Wealth Management
North Carolina
$238K
EH
438
Equitable Holdings
New York
$237K +$12.8K +228 +5%
WS
439
Wedbush Securities
California
$236K -$18.5K -331 -7%
Simplex Trading
440
Simplex Trading
Illinois
$235K -$3.88M -69,319 -94%
FHC
441
First Heartland Consultants
Missouri
$235K
WA
442
Wambolt & Associates
Colorado
$233K -$3.75K -67 -1%
CA
443
Cetera Advisors
Colorado
$231K +$3.75K +67 +2%
CIAS
444
Capital Investment Advisory Services
North Carolina
$229K +$728 +13 +0.3%
CCM
445
Coldstream Capital Management
Washington
$229K +$26K +464 +12%
Westfield Capital Management
446
Westfield Capital Management
Massachusetts
$228K
AIA
447
Angeles Investment Advisors
California
$226K
BIP
448
Blueprint Investment Partners
North Carolina
$225K +$245K +4,375 New
FTDI
449
First Trust Direct Indexing
Massachusetts
$224K +$504 +9 +0.2%
ASN
450
Advisory Services Network
Georgia
$222K -$45.9K -819 -16%