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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
601
Ameritas Investment Partners
Nebraska
$739K -$36.6K -689 -5%
KP
602
Keel Point
Alabama
$737K -$10.7K -201 -1%
BOTW
603
Bank of the West
California
$735K -$55.4K -1,043 -7%
CANY
604
Caxton Associates (New York)
New York
$734K +$736K +13,867 New
ASN
605
Advisory Services Network
Georgia
$733K +$20.4K +384 +3%
TC
606
TwinBeech Capital
New York
$733K +$735K +13,852 New
LWS
607
Lucia Wealth Services
California
$732K +$5.89K +111 +0.8%
DI
608
DAGCO Inc
Ohio
$723K +$265 +5 +0%
MWM
609
MorganRosel Wealth Management
Colorado
$719K -$24.7K -465 -3%
MIM
610
Montgomery Investment Management
Maryland
$709K
PAG
611
Private Advisor Group
New Jersey
$702K -$26.2K -494 -4%
RIM
612
Redpoint Investment Management
Australia
$698K -$286K -5,391 -29%
GFPC
613
Global Financial Private Client
Florida
$697K +$699K +13,177 New
SAM
614
Strategy Asset Managers
California
$697K +$72.2K +1,360 +12%
AF
615
Advisornet Financial
Minnesota
$695K -$46.6K -878 -6%
MSAM
616
Moloney Securities Asset Management
Missouri
$692K
CA
617
Cetera Advisors
Colorado
$691K -$139K -2,614 -17%
OAM
618
Oxford Asset Management
United Kingdom
$691K +$693K +13,060 New
CT
619
Columbia Trust
Oregon
$680K +$683K +12,866 New
CFG
620
Citizens Financial Group
Rhode Island
$677K +$266K +5,007 +64%
BBVA
621
Banco Bilbao Vizcaya Argentaria
Spain
$675K +$678K +12,777 New
NFG
622
Nations Financial Group
Iowa
$670K +$637 +12 +0.1%
CSA
623
Cottage Street Advisors
Massachusetts
$668K
ECM
624
ExodusPoint Capital Management
New York
$665K +$667K +12,574 New
MFAM
625
Motley Fool Asset Management
Virginia
$664K -$56.2K -1,059 -8%