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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
501
Advisors Asset Management
Colorado
$740K -$136K -929 -17%
AFWM
502
AMJ Financial Wealth Management
Virginia
$739K +$332K +2,270 +99%
TFGT
503
TS Financial Group (TSFG)
Illinois
$723K +$146 +1 +0%
SP
504
Symmetry Partners
Connecticut
$720K
Cambridge Investment Research Advisors
505
Cambridge Investment Research Advisors
Iowa
$718K -$42.1K -288 -6%
AG
506
AIA Group
Hong Kong
$709K +$640K +4,381 New
PCOC
507
Power Corp of Canada
Canada
$709K -$571K -3,912 -47%
QCM
508
Quantinno Capital Management
New York
$709K +$57K +390 +10%
IFS
509
Ifrah Financial Services
Arkansas
$705K -$10.4K -71 -2%
EWA
510
EP Wealth Advisors
California
$702K
BF
511
BOK Financial
Oklahoma
$700K -$42.1K -288 -6%
LRWA
512
Long Run Wealth Advisors
New York
$689K -$42.5K -291 -6%
CCM
513
Coldstream Capital Management
Washington
$680K -$19.4K -133 -3%
ECM
514
Everence Capital Management
Indiana
$672K
LIM
515
Leavell Investment Management
Alabama
$672K
Assenagon Asset Management
516
Assenagon Asset Management
Luxembourg
$670K -$5.76M -39,471 -91%
CP
517
CenterBook Partners
Connecticut
$669K +$604K +4,135 New
CW
518
Connectus Wealth
Ohio
$657K +$146 +1 +0%
TI
519
Tidal Investments
Wisconsin
$651K +$162K +1,109 +38%
BAMF
520
BI Asset Management Fondsmaeglerselskab
Denmark
$646K +$42.5K +291 +8%
SFA
521
Sequoia Financial Advisors
Ohio
$640K -$4.38K -30 -0.8%
BCV
522
Banque Cantonale Vaudoise
Switzerland
$637K +$278K +1,900 +93%
GT
523
Greenleaf Trust
Michigan
$637K -$73.2K -501 -11%
FCBT
524
First Citizens Bank & Trust
North Carolina
$632K
BP
525
Ballentine Partners
Massachusetts
$626K +$28.6K +196 +5%