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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Avior Wealth Management
Nebraska
$586K +$26.7K +119 +5%
EWM
502
Executive Wealth Management
Michigan
$585K +$75.9K +338 +16%
CGL
503
Clarius Group LLC
Washington
$582K +$25.4K +113 +5%
HVM
504
Harvest Volatility Management
Connecticut
$578K +$542K +2,412 New
PAS
505
Park Avenue Securities
New York
$570K -$43.4K -193 -8%
GSC
506
G&S Capital
Colorado
$566K +$2.7K +12 +0.5%
KWM
507
Kingsview Wealth Management
Oregon
$564K +$94.1K +419 +22%
Mercer Global Advisors
508
Mercer Global Advisors
Colorado
$564K +$139K +617 +36%
RJT
509
Raymond James Trust
Florida
$562K +$184K +820 +54%
SIC
510
Schwartz Investment Counsel
Michigan
$551K -$22.5K -100 -4%
KLC
511
Knowledge Leaders Capital
Colorado
$550K
MWM
512
Minot Wealth Management
Massachusetts
$540K +$293K +1,305 +137%
PFGIA
513
Patriot Financial Group Insurance Agency
Massachusetts
$512K +$225 +1 +0%
EMG
514
ETF Managers Group
New Jersey
$505K +$42.2K +188 +10%
UCFA
515
United Capital Financial Advisors
Texas
$503K -$5.65M -25,125 -92%
MC
516
Maverick Capital
Texas
$501K -$1.64M -7,291 -78%
EAM
517
Evanson Asset Management
California
$499K +$162K +723 +53%
CWM
518
Calamos Wealth Management
Illinois
$493K -$7.01M -31,208 -94%
SFS
519
Sowell Financial Services
Arkansas
$491K -$149K -665 -24%
BFM
520
Boothbay Fund Management
New York
$479K +$449K +2,000 New
FAM
521
Fred Alger Management
New York
$473K
QCM
522
Quantinno Capital Management
New York
$468K -$124K -553 -22%
ZB
523
Zions Bancorporation
Utah
$468K +$153K +679 +53%
BAM
524
Blueshift Asset Management
New Jersey
$468K +$439K +1,953 New
AAS
525
Avantax Advisory Services
Texas
$462K -$80K -356 -16%