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Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
301
Roman Butler Fullerton & Co
Missouri
$352K +$382K +1,344 New
RWP
302
RWA Wealth Partners
Massachusetts
$350K
HSA
303
HBK Sorce Advisory
Pennsylvania
$349K +$25.3K +89 +7%
SP
304
SWS Partners
Ohio
$347K +$377K +1,325 New
UR
305
USCA RIA
Texas
$344K +$77.4K +272 +26%
VC
306
Veracity Capital
Georgia
$342K -$39.8K -140 -10%
CP
307
Cumberland Partners
Ontario, Canada
$340K -$114K -400 -24%
PNC
308
Park National Corp
Ohio
$320K -$7.68K -27 -2%
ACM
309
Allred Capital Management
Texas
$320K
BP
310
Ballentine Partners
Massachusetts
$319K +$17.4K +61 +5%
CG
311
Caprock Group
Idaho
$318K +$92.2K +324 +36%
CAN
312
Claraphi Advisory Network
United States
$317K +$345K +1,211 New
QT
313
Quantbot Technologies
New York
$317K +$345K +1,214 New
DCM
314
Dupont Capital Management
Delaware
$311K +$338K +1,188 New
OIA
315
OneDigital Investment Advisors
Kansas
$307K
1WA
316
180 Wealth Advisors
Washington
$302K -$2.28K -8 -0.7%
NIM
317
Northeast Investment Management
Massachusetts
$289K
SPIA
318
Steward Partners Investment Advisory
New York
$285K -$9.96K -35 -3%
APA
319
American Portfolios Advisors
New York
$283K +$37.8K +133 +14%
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$281K +$64.9K +228 +27%
LJAC
321
L.J. Altfest & Co
New York
$278K -$89.3K -314 -23%
ER
322
Enlightenment Research
Florida
$277K +$285K +1,000 New
AssetMark Inc
323
AssetMark Inc
California
$276K -$14.2K -50 -5%
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$276K +$78.8K +277 +36%
HFM
325
Harvest Fund Management
China
$276K +$309K +1,085 New