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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1401
Advisornet Financial
Minnesota
$819K +$536K +1,675 +221%
CPO
1402
Cerity Partners OCIO
New York
$817K -$10.9K -34 -1%
MWM
1403
Modera Wealth Management
New Jersey
$814K +$8.32K +26 +1%
AO
1404
Advisor OS
Illinois
$813K +$236K +738 +44%
MFG
1405
Mainsail Financial Group
Washington
$808K +$728K +2,275 New
LRIC
1406
Long Road Investment Counsel
Michigan
$808K
IAIM
1407
International Assets Investment Management
Florida
$804K +$1.95M +6,103 +479%
MBT
1408
Montecito Bank & Trust
California
$802K -$32K -100 -4%
CF
1409
Centaurus Financial
California
$800K -$235K -734 -24%
LCM
1410
LCM Capital Management
Illinois
$799K -$2.88K -9 -0.4%
KIC
1411
Kensington Investment Counsel
California
$797K
WFA
1412
Wade Financial Advisory
California
$796K
HBT
1413
Hills Bank & Trust
Iowa
$794K +$55.3K +173 +8%
AL
1414
Aspiriant LLC
California
$793K -$153K -477 -17%
KFS
1415
Kaizen Financial Strategies
California
$788K -$151K -472 -17%
CC
1416
Callan Capital
California
$787K +$748K +2,339 New
FCBT
1417
First Citizens Bank & Trust
North Carolina
$784K -$86K -269 -10%
Optiver Holding
1418
Optiver Holding
Netherlands
$783K +$744K +2,325 New
SFA
1419
Souders Financial Advisors
Ohio
$782K +$42.5K +133 +6%
CFG
1420
Cooper Financial Group
California
$780K -$12.5K -39 -2%
FWIA
1421
Fort Washington Investment Advisors
Ohio
$780K -$315K -986 -30%
KIA
1422
Knollwood Investment Advisory
Maryland
$778K +$739K +2,311 New
PCP
1423
Proficio Capital Partners
Massachusetts
$775K +$125K +392 +21%
EGM
1424
Engineers Gate Manager
New York
$773K -$2.44M -7,630 -77%
AFP
1425
Ausdal Financial Partners
Iowa
$772K -$154K -480 -17%