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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
151
One Wealth Advisors
California
$207K +$2.74K +967 +1%
Creative Planning
152
Creative Planning
Kansas
$206K +$207K +72,837 New
CM
153
Caption Management
Oklahoma
$205K – – –
GCP
154
GSA Capital Partners
United Kingdom
$204K +$205K +72,136 New
ASN
155
Advisory Services Network
Georgia
$195K -$451 -159 -0.2%
BL
156
Balentine LLC
Georgia
$195K +$82.8K +29,193 +74%
Ameriprise
157
Ameriprise
Minnesota
$193K +$7.96K +2,806 +4%
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$181K -$20.2K -7,131 -10%
MC
159
Moors & Cabot
Massachusetts
$176K +$1.99K +700 +1%
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$171K -$573 -202 -0.3%
API
161
Advisor Partners II
California
$153K +$154K +54,175 New
IMA
162
Investment Management Associates
Colorado
$148K -$2.26M -796,387 -94%
QCG
163
Quadrant Capital Group
Ohio
$146K +$70.3K +24,800 +93%
TPCW
164
TD Private Client Wealth
New York
$139K -$13.4K -4,738 -9%
SFA
165
Sequoia Financial Advisors
Ohio
$136K -$27.8K -9,813 -17%
1WM
166
1900 Wealth Management
Texas
$133K – – –
BF
167
BOK Financial
Oklahoma
$130K -$20.1K -7,103 -13%
Luther King Capital Management (LKCM)
168
Luther King Capital Management (LKCM)
Texas
$129K -$231K -81,396 -64%
LPL Financial
169
LPL Financial
California
$119K -$182K -64,296 -60%
VF
170
Virtu Financial
New York
$118K +$118K +41,581 New
PAS
171
Park Avenue Securities
New York
$108K -$8.66K -3,053 -7%
JFL
172
Jarislowsky, Fraser Ltd
Quebec, Canada
$107K – – –
CG
173
Caprock Group
Idaho
$107K +$786 +277 +0.7%
S
174
SignatureFD
Georgia
$101K +$22.5K +7,922 +28%
CWM
175
Chemistry Wealth Management
New York
$99K – – –