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Name Holding Trade Value Shares
Change
Change in
Stake
BCP
526
Blue Chip Partners
Michigan
$910K +$1.71K +7 +0.2%
SS
527
Simplicity Solutions
Minnesota
$906K +$427K +1,748 +85%
PCS
528
Personal CFO Solutions
New Jersey
$897K +$65.3K +267 +8%
LCM
529
Logan Capital Management
Pennsylvania
$896K
KWA
530
KCS Wealth Advisory
California
$892K -$55.5K -227 -6%
CWM
531
Circle Wealth Management
New Jersey
$880K -$27.9K -114 -3%
GFP
532
Gryphon Financial Partners
Ohio
$880K +$78.2K +320 +8%
IC
533
Intersect Capital
California
$879K +$11K +45 +1%
AG
534
AlphaSimPlex Group
Massachusetts
$872K
IA
535
IndexIQ Advisors
New York
$871K +$15.6K +64 +2%
DTL
536
Dynamic Technology Lab
Singapore
$864K -$1.78M -7,295 -67%
FAB
537
First American Bank
Illinois
$836K
CI Investments Inc
538
CI Investments Inc
Ontario, Canada
$827K +$335K +1,371 +66%
Parallax Volatility Advisers
539
Parallax Volatility Advisers
California
$820K +$65K +266 +8%
BHTS
540
Bar Harbor Trust Services
Maine
$818K +$79.2K +324 +10%
PA
541
Profund Advisors
Maryland
$817K -$33.7K -138 -4%
LWAC
542
Laurel Wealth Advisors (California)
California
$816K
COI
543
Connable Office Inc
Michigan
$812K
MWM
544
Mission Wealth Management
California
$802K
DADC
545
D.A. Davidson & Co
Montana
$794K
HAG
546
HighPoint Advisor Group
Illinois
$794K +$141K +579 +21%
QI
547
QS Investors
New York
$788K -$1.71K -7 -0.2%
EWA
548
Exencial Wealth Advisors
Oklahoma
$788K +$261K +1,067 +48%
TI
549
Tidal Investments
Wisconsin
$786K +$456K +1,865 +131%
Vanguard Personalized Indexing Management
550
Vanguard Personalized Indexing Management
California
$783K +$179K +732 +29%