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Name Holding Trade Value Shares
Change
Change in
Stake
JFG
401
Jefferies Financial Group
New York
$350K +$465K +3,200 New
Vanguard Personalized Indexing Management
402
Vanguard Personalized Indexing Management
California
$348K +$11.5K +79 +3%
EWM
403
Empirical Wealth Management
Washington
$338K +$68.8K +473 +18%
EFMH
404
E Fund Management (HK)
Hong Kong
$337K +$442K +3,037 +2,761%
IAA
405
Independent Advisor Alliance
North Carolina
$336K -$3.93K -27 -0.9%
CCM
406
Coldstream Capital Management
Washington
$335K +$75.6K +520 +20%
HWAM
407
Hennion & Walsh Asset Management
New Jersey
$330K +$89.9K +618 +26%
WA
408
Wilmar Advisors
Florida
$328K +$436K +3,000 New
EFS
409
Essex Financial Services
Connecticut
$325K -$36.3K -250 -8%
UAG
410
United Advisor Group
Ohio
$321K -$6.69K -46 -2%
BPA
411
Beacon Pointe Advisors
California
$320K -$122K -838 -22%
BWP
412
Balboa Wealth Partners
Arizona
$318K -$29.1K -200 -6%
KFS
413
Kaizen Financial Strategies
California
$312K -$72.7K -500 -15%
NG
414
Northstar Group
New York
$311K +$25.4K +175 +7%
FPAS
415
Focus Partners Advisor Solutions
Missouri
$303K +$403K +2,775 New
KFP
416
Kerr Financial Planning
California
$302K – – –
Fisher Asset Management
417
Fisher Asset Management
Washington
$299K +$397K +2,732 New
AWA
418
Arkadios Wealth Advisors
Georgia
$295K -$291 -2 -0.1%
IAN
419
Integrated Advisors Network
Texas
$293K +$137K +941 +54%
PFS
420
Prospera Financial Services
Texas
$292K +$42.2K +290 +12%
SAW
421
Signal Advisors Wealth
Michigan
$289K -$182K -1,255 -32%
SRS
422
Strong Retirement Solutions
Washington
$289K +$385K +2,645 New
MCP
423
Mirador Capital Partners
California
$289K +$6.25K +43 +2%
CWG
424
Crown Wealth Group
North Carolina
$285K – – –
DCP
425
DSM Capital Partners
Florida
$284K +$377K +2,596 New