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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EP Wealth Advisors
California
$314K +$15.4K +601 +6%
WH
177
Willner & Heller
California
$313K +$278K +10,815 New
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$299K -$3.62K -141 -1%
LSC
179
Lesa Sroufe & Co
Washington
$296K
Credit Agricole
180
Credit Agricole
France
$295K
SA
181
Sanctuary Advisors
Indiana
$294K +$331K +12,894 New
JIP
182
Jaffetilchin Investment Partners
Florida
$294K -$115K -4,475 -31%
WWM
183
Western Wealth Management
Colorado
$289K +$256K +9,972 New
BAM
184
Brave Asset Management
New Jersey
$288K
IAA
185
Independent Advisor Alliance
North Carolina
$279K +$247K +9,626 New
SPA
186
Sherbrooke Park Advisers
New York
$271K +$240K +9,347 New
KWA
187
Kingswood Wealth Advisors
California
$266K -$25.6K -995 -10%
SIC
188
Salem Investment Counselors
North Carolina
$258K +$226K +8,780 +6,702%
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$256K -$213K -8,288 -61%
SWM
190
SeaCrest Wealth Management
New York
$251K -$8.99K -350 -4%
AQR Capital Management
191
AQR Capital Management
Connecticut
$249K +$221K +8,603 New
AIP
192
Ameritas Investment Partners
Nebraska
$244K
EWM
193
Empirical Wealth Management
Washington
$244K +$23.3K +906 +12%
HAM
194
Hedges Asset Management
Nevada
$243K
CIBC World Market
195
CIBC World Market
Ontario, Canada
$242K -$38.5K -1,500 -15%
Allianz Asset Management
196
Allianz Asset Management
Germany
$242K +$215K +8,354 New
IWC
197
Integrated Wealth Concepts
Massachusetts
$234K -$26.9K -1,046 -11%
CIA
198
Concurrent Investment Advisors
Florida
$234K +$207K +8,071 New
SBIA
199
Sheaff Brock Investment Advisors
Indiana
$233K +$207K +8,052 New
CA
200
Cornerstone Advisory
Maryland
$232K -$1.54K -60 -0.7%