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Name Holding Trade Value Shares
Change
Change in
Stake
FTIS
351
First Trust Investment Solutions
Florida
$271K +$11.6K +100 +5%
GT
352
Greenleaf Trust
Michigan
$271K +$39K +335 +18%
UCFA
353
United Capital Financial Advisors
Texas
$257K -$33.4K -287 -12%
MML Investors Services
354
MML Investors Services
Massachusetts
$256K -$106K -908 -30%
WWM
355
Whalen Wealth Management
Nevada
$253K +$239K +2,056 New
CA
356
Cetera Advisors
Colorado
$247K +$234K +2,006 New
ECG
357
Edge Capital Group
Georgia
$246K
FFM
358
Forum Financial Management
Illinois
$246K
GIA
359
Gateway Investment Advisers
Ohio
$245K +$232K +1,992 New
CC
360
Centiva Capital
New York
$245K -$713K -6,122 -75%
ONB
361
Old National Bancorp
Indiana
$244K +$231K +1,985 New
FWM
362
ForthRight Wealth Management
Georgia
$241K +$466 +4 +0.2%
PAG
363
Private Advisor Group
New Jersey
$241K -$92.9K -798 -29%
KAS
364
Kestra Advisory Services
Texas
$241K -$2.44K -21 -1%
MWM
365
Meridian Wealth Management
Kentucky
$233K +$17.9K +154 +9%
GSC
366
Grey Street Capital
Illinois
$231K +$218K +1,876 New
BFS
367
Bradley Foster & Sargent
Connecticut
$229K -$39K -335 -15%
SCA
368
Snowden Capital Advisors
New York
$229K +$217K +1,862 New
AWM
369
Axxcess Wealth Management
California
$223K
PA
370
Profund Advisors
Maryland
$221K +$8.73K +75 +4%
BPA
371
Beacon Pointe Advisors
California
$220K +$2.56K +22 +1%
GT
372
Glenmede Trust
Pennsylvania
$220K -$22.5K -193 -10%
LTAS
373
Linden Thomas Advisory Services
North Carolina
$219K +$207K +1,781 New
SCM
374
Stonehearth Capital Management
Massachusetts
$219K +$13.2K +113 +7%
BP
375
Ballentine Partners
Massachusetts
$219K +$7.68K +66 +4%