Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1276
Vident Investment Advisory
Georgia
$588K -$855K -4,831 -59%
JIC
1277
Joel Isaacson & Co
New York
$587K – – –
DAS
1278
Dynamic Advisor Solutions
Arizona
$587K +$597K +3,375 New
PAS
1279
Partnervest Advisory Services
California
$585K -$26K -147 -4%
SMFS
1280
Squar Milner Financial Services
California
$584K +$522K +2,948 New
HI
1281
Horizon Investments
North Carolina
$582K +$643K +3,631 New
AAM
1282
Auxier Asset Management
Oregon
$581K +$7.08K +40 +1%
MWAC
1283
Mariner Wealth Advisors (Cincinnati)
Ohio
$579K -$2.21M -12,496 -79%
OA
1284
Outfitter Advisors
Virginia
$577K +$24.8K +140 +4%
SCM
1285
Southport Capital Management
Tennessee
$576K +$586K +3,313 New
SAM
1286
Shamrock Asset Management
Texas
$571K – – –
CBB
1287
Citizens Business Bank
California
$569K +$17.7K +100 +3%
DMC
1288
Drexel Morgan & Co
Pennsylvania
$567K – – –
KP
1289
Keel Point
Alabama
$567K +$177 +1 +0%
LOAMS
1290
Lombard Odier Asset Management (Switzerland)
Switzerland
$566K – – –
SOAMC
1291
Spirit of America Management Corp
New York
$565K – – –
TF
1292
TLWM Financial
Texas
$564K +$574K +3,242 New
AWM
1293
AE Wealth Management
Kansas
$562K +$154K +868 +37%
FPFS
1294
First Personal Financial Services
North Carolina
$557K -$410K -2,314 -42%
HHAA
1295
Henry H. Armstrong Associates
Pennsylvania
$555K -$9.73K -55 -2%
LGC
1296
Laurel Grove Capital
California
$551K -$53.1K -300 -9%
BP
1297
Ballentine Partners
Massachusetts
$551K -$13.6K -77 -2%
CM
1298
Columbus Macro
Pennsylvania
$551K +$560K +3,166 New
WF
1299
WoodTrust Financial
Wisconsin
$551K +$561K +3,171 New
BWL
1300
Bogart Wealth LLC
Virginia
$549K -$5.13K -29 -0.9%