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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
476
Vestmark Advisory Solutions
Massachusetts
$205K +$185K +4,123 New
TNA
477
True North Advisors
Texas
$205K +$184K +4,113 New
IAN
478
Integrated Advisors Network
Texas
$205K +$184K +4,112 New
SIA
479
Schechter Investment Advisors
Michigan
$203K +$182K +4,071 New
Brown Advisory
480
Brown Advisory
Maryland
$203K -$77.4K -1,727 -30%
GWP
481
Gateway Wealth Partners
Wisconsin
$202K +$182K +4,056 New
BA
482
Bristlecone Advisors
Washington
$202K +$181K +4,051 New
HWM
483
Heirloom Wealth Management
Colorado
$200K +$180K +4,018 New
PS
484
Planned Solutions
California
$198K +$178K +3,977 New
LC
485
Lindbrook Capital
California
$193K +$10.7K +239 +7%
CAS
486
Coppell Advisory Solutions
Texas
$193K +$20.9K +467 +14%
DSC
487
Duncker Streett & Co
Missouri
$190K
HDIM
488
Hanson & Doremus Investment Management
Vermont
$181K -$141K -3,142 -46%
ASN
489
Advisory Services Network
Georgia
$159K -$84.6K -1,889 -37%
JPWM
490
Jamison Private Wealth Management
Georgia
$154K -$16.6K -370 -11%
Parallax Volatility Advisers
491
Parallax Volatility Advisers
California
$149K +$134K +2,988 New
QCG
492
Quadrant Capital Group
Ohio
$148K -$28.8K -642 -18%
AAM
493
Advisors Asset Management
Colorado
$142K -$16.4K -366 -11%
CWM
494
CarsonAllaria Wealth Management
Illinois
$141K +$5.55K +124 +5%
SWS
495
SYSTM Wealth Solutions
Illinois
$127K +$113K +2,526 New
PA
496
Parallel Advisors
California
$124K +$18K +402 +19%
PFBT
497
Parkside Financial Bank & Trust
Missouri
$123K +$761 +17 +0.7%
First Manhattan
498
First Manhattan
New York
$121K
Jones Financial Companies
499
Jones Financial Companies
Missouri
$106K +$59.5K +1,328 +167%
CT
500
Caldwell Trust
Florida
$106K