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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
626
United Capital Financial Advisors
Texas
$244K -$276K -1,119 -53%
ECM
627
Evergreen Capital Management
Washington
$244K +$988 +4 +0.4%
SIC
628
Samalin Investment Counsel
New York
$240K -$12.4K -50 -5%
EWM
629
Elmwood Wealth Management
California
$239K +$238K +962 New
GC
630
Grace Capital
Massachusetts
$236K – – –
QI
631
QS Investors
New York
$232K – – –
SWM
632
SeaCrest Wealth Management
New York
$230K +$17K +69 +8%
FNT
633
First National Trust
Pennsylvania
$230K +$228K +924 New
CG
634
Caprock Group
Idaho
$228K +$17.8K +72 +9%
APA
635
American Portfolios Advisors
New York
$227K +$7.41K +30 +3%
MTC
636
McDaniel Terry & Co
Texas
$226K – – –
OCM
637
Orser Capital Management
Texas
$224K – – –
WANY
638
Wealthspire Advisors (New York)
New York
$222K +$221K +893 New
JFA
639
Johanson Financial Advisors
California
$221K -$18.5K -75 -8%
Koshinski Asset Management
640
Koshinski Asset Management
Illinois
$218K -$67.9K -275 -24%
DA
641
Detalus Advisors
Missouri
$216K -$494 -2 -0.2%
RSS
642
Rosenblum Silverman Sutton
California
$216K – – –
SBH
643
Segall Bryant & Hamill
Illinois
$216K – – –
WF
644
WoodTrust Financial
Wisconsin
$214K -$55.6K -225 -21%
JF
645
Jump Financial
Illinois
$214K +$213K +861 New
EWA
646
Evolution Wealth Advisors
Florida
$211K – – –
IHL
647
Investment House LLC
California
$211K +$210K +850 New
SAM
648
Shell Asset Management
Netherlands
$210K -$135K -545 -39%
SW
649
SkyOak Wealth
Michigan
$209K +$198K +800 New
B
650
Bailard
California
$207K +$206K +832 New