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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
201
Clear Perspective Advisors
Illinois
$288K +$199K +1,775 New
PFS
202
Prospera Financial Services
Texas
$287K -$211K -1,880 -51%
WJA
203
Willis Johnson & Associates
Texas
$284K +$196K +1,751 New
SPC
204
Sigma Planning Corp
Michigan
$282K +$195K +1,742 New
CAM
205
Cresset Asset Management
Illinois
$278K +$192K +1,717 New
VFA
206
Valeo Financial Advisors
Indiana
$276K -$79.5K -710 -29%
AFA
207
Arlington Financial Advisors
California
$259K +$179K +1,600 New
MIM
208
Montgomery Investment Management
Maryland
$259K +$179K +1,600 New
Stifel Financial
209
Stifel Financial
Missouri
$258K +$178K +1,590 New
CHA
210
Carmichael Hill & Associates
Maryland
$245K +$1.12K +10 +0.7%
LA
211
LexAurum Advisors
Kansas
$243K +$168K +1,501 New
Comerica Bank
212
Comerica Bank
Texas
$240K +$131K +1,174 New
LFF
213
Level Four Financial
Texas
$233K +$161K +1,439 New
AAMU
214
Amundi Asset Management US
Massachusetts
$227K -$108M -960,011 -100%
SIM
215
Sonora Investment Management
Arizona
$227K +$157K +1,400 New
US Bancorp
216
US Bancorp
Minnesota
$224K +$10.3K +92 +7%
SIC
217
Salem Investment Counselors
North Carolina
$221K +$153K +1,365 New
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$219K +$2.8K +25 +2%
FSC
219
Full Sail Capital
Oklahoma
$215K +$112K +1,000 New
QC
220
QCM Cayman
Texas
$213K +$147K +1,315 New
VRS
221
Virginia Retirement Systems
Virginia
$211K +$146K +1,300 New
FI
222
FormulaFolio Investments
Michigan
$205K +$141K +1,262 New
Vontobel Holding
223
Vontobel Holding
Switzerland
$205K +$142K +1,265 New
AF
224
Advisornet Financial
Minnesota
$196K
PCIA
225
Prime Capital Investment Advisors
Kansas
$196K +$15.3K +137 +13%