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Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
276
Kiley Juergens Wealth Management
Washington
$9K +$10.1K +57 New
VFA
277
Valeo Financial Advisors
Indiana
$8K +$3.18K +18 +60%
GFP
278
Gryphon Financial Partners
Ohio
$8K +$8.12K +46 New
CAW
279
Cornerstone Advisors (Washington)
Washington
$7K -$179K -1,015 -96%
HMS
280
Hanseatic Management Services
New Mexico
$6K – – –
IWM
281
IHT Wealth Management
Illinois
$5K – – –
KF
282
Krilogy Financial
Missouri
$5K – – –
BTIS
283
BB&T Investment Services
North Carolina
$5K +$1.76K +10 +67%
BAM
284
Barrett Asset Management
New York
$4K – – –
GAM
285
Gemmer Asset Management
California
$4K – – –
HWP
286
Hefty Wealth Partners
Indiana
$4K – – –
TIM
287
Tortoise Investment Management
New York
$4K – – –
WEC
288
Winslow Evans & Crocker
Massachusetts
$4K – – –
SPIA
289
Steward Partners Investment Advisory
New York
$3K -$1.41K -8 -27%
AF
290
Allworth Financial
California
$3K – – –
AAP
291
Arax Advisory Partners
Colorado
$3K – – –
SA
292
SRH Advisors
Kansas
$3K – – –
Manulife (Manufacturers Life Insurance)
293
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K +$1.41K +8 +100%
PMFA
294
Plante Moran Financial Advisors
Michigan
$3K +$2.65K +15 +300%
WAP
295
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.82K +16 New
Capital Research Global Investors
296
Capital Research Global Investors
California
$2K -$353 -2 -14%
TL
297
TrueWealth LLC
Georgia
$2K +$2.12K +12 New
WC
298
Whitnell & Co
Illinois
$2K +$2.12K +12 New
Russell Investments Group
299
Russell Investments Group
United Kingdom
– -$25.8M -150,896 Closed
D.E. Shaw & Co
300
D.E. Shaw & Co
New York
– -$25.8M -146,369 Closed