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Name Holding Trade Value Shares
Change
Change in
Stake
HJIM
176
Henry James International Management
New York
$110K
DWM
177
Dynasty Wealth Management
Florida
$109K +$108K +14,147 New
EWA
178
EP Wealth Advisors
California
$106K +$105K +13,688 New
CGL
179
Clarius Group LLC
Washington
$105K
CCA
180
Checchi Capital Advisers
California
$105K
TF
181
Trek Financial
Arizona
$104K +$879 +115 +0.9%
AIM
182
Aigen Investment Management
New York
$103K +$102K +13,352 New
State Street
183
State Street
Massachusetts
$101K
M&T Bank
184
M&T Bank
New York
$100K +$4.86K +636 +5%
Neuberger Berman Group
185
Neuberger Berman Group
New York
$99.5K +$8.37K +1,095 +9%
SYBT
186
Stock Yards Bank & Trust
Kentucky
$99.1K
FPAS
187
Focus Partners Advisor Solutions
Missouri
$98.8K +$98K +12,814 New
AAM
188
Advisors Asset Management
Colorado
$98.4K +$97.6K +12,767 New
AWA
189
Argos Wealth Advisors
California
$95.9K +$95.1K +12,436 New
AC
190
AlphaCore Capital
California
$94.2K +$15.5K +2,022 +20%
JTWM
191
Jackson Thornton Wealth Management
Alabama
$92.6K -$11.7K -1,531 -12%
MFG
192
Merit Financial Group
Georgia
$89.3K +$88.5K +11,576 New
HIP
193
HUB Investment Partners
Texas
$87.6K +$86.8K +11,360 New
FLPIM
194
F.L. Putnam Investment Management
Massachusetts
$87.6K +$86.8K +11,358 New
GT
195
Glenmede Trust
Pennsylvania
$87.2K +$86.5K +11,316 New
BPW
196
Bingham Private Wealth
California
$86.7K +$85.9K +11,241 New
AF
197
Allworth Financial
California
$86.3K +$9.92K +1,298 +13%
VFA
198
Valeo Financial Advisors
Indiana
$86.2K +$1.45K +190 +2%
CAAS
199
Capital Asset Advisory Services
Michigan
$85.3K
Jones Financial Companies
200
Jones Financial Companies
Missouri
$84.6K +$58.1K +7,599 +225%