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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
426
AR Asset Management
California
$270K – – –
CIM
427
Cambria Investment Management
California
$266K +$262K +5,528 New
Coldstream Capital Management
428
Coldstream Capital Management
Washington
$266K +$48.6K +1,024 +23%
BFO
429
Boston Family Office
Massachusetts
$264K -$6.45K -136 -2%
PL
430
Parthenon LLC
Kentucky
$260K – – –
ATS
431
Ashton Thomas Securities
New York
$258K +$107K +2,259 +73%
Confluence Wealth Services
432
Confluence Wealth Services
Pennsylvania
$256K -$10.2K -215 -4%
Focus Partners Advisor Solutions
433
Focus Partners Advisor Solutions
Missouri
$255K +$251K +5,292 New
First Manhattan
434
First Manhattan
New York
$255K +$1.38K +29 +0.6%
AP
435
Appleton Partners
Massachusetts
$254K -$47.4K -1,000 -16%
WA
436
WBH Advisory
Maryland
$253K -$2.99K -63 -1%
Greenleaf Trust
437
Greenleaf Trust
Michigan
$240K +$236K +4,978 New
Concurrent Investment Advisors
438
Concurrent Investment Advisors
Florida
$240K +$4.69K +99 +2%
Valeo Financial Advisors
439
Valeo Financial Advisors
Indiana
$238K +$5.55K +117 +2%
Confluence Investment Management
440
Confluence Investment Management
Missouri
$236K +$232K +4,891 New
Central Trust Company
441
Central Trust Company
Missouri
$234K -$19.9K -420 -8%
Integrated Wealth Concepts
442
Integrated Wealth Concepts
Massachusetts
$233K -$22.4K -472 -9%
Bragg Financial Advisors
443
Bragg Financial Advisors
North Carolina
$233K -$9.01K -190 -4%
Avantax Advisory Services
444
Avantax Advisory Services
Texas
$231K +$227K +4,796 New
Wilmington Savings Fund Society
445
Wilmington Savings Fund Society
Delaware
$228K -$16.2K -342 -7%
SCA
446
Snowden Capital Advisors
New York
$228K +$12.4K +261 +6%
Vident Advisory
447
Vident Advisory
Georgia
$226K +$223K +4,699 New
MC
448
Moors & Cabot
Massachusetts
$226K -$17.9K -377 -7%
Choreo LLC
449
Choreo LLC
Illinois
$223K +$18.9K +399 +9%
KLI
450
Kelman-Lazarov Inc
Tennessee
$222K – – –