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Axos Financial

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Keebeck Wealth Management
Illinois
$406K +$361K +5,335 New
ECM
227
Everence Capital Management
Indiana
$405K
AIP
228
Ameritas Investment Partners
Nebraska
$405K -$13.9K -206 -4%
JF
229
Jump Financial
Illinois
$396K +$352K +5,211 New
N
230
Numerai
California
$389K +$12.4K +183 +4%
MA
231
Mutual Advisors
Nebraska
$380K +$51.7K +765 +21%
Osaic Holdings
232
Osaic Holdings
Arizona
$368K -$15.9K -235 -5%
JWCA
233
J.W. Cole Advisors
Florida
$357K +$36.5K +540 +13%
MCCP
234
Mission Creek Capital Partners
California
$352K
VWM
235
Venturi Wealth Management
Texas
$350K +$40.6K +600 +15%
FGP
236
Foyston, Gordon, & Payne
Ontario, Canada
$345K +$55.4K +820 +22%
GCM
237
Graham Capital Management
Connecticut
$337K +$300K +4,432 New
PCA
238
Pallas Capital Advisors
Massachusetts
$332K +$40.7K +602 +16%
Creative Planning
239
Creative Planning
Kansas
$328K -$6.15K -91 -2%
PA
240
Profund Advisors
Maryland
$321K -$16.6K -246 -6%
VT
241
Vise Technologies
New York
$319K +$284K +4,201 New
SW
242
SkyOak Wealth
Michigan
$310K
VCA
243
Verdence Capital Advisors
Maryland
$304K +$13.9K +206 +5%
WIA
244
World Investment Advisors
California
$299K +$7.77K +115 +3%
CGH
245
Crossmark Global Holdings
Texas
$289K +$270 +4 +0.1%
Vanguard Personalized Indexing Management
246
Vanguard Personalized Indexing Management
California
$286K -$14.4K -213 -5%
SPIA
247
Steward Partners Investment Advisory
New York
$282K +$82.9K +1,227 +49%
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$281K +$18.5K +273 +8%
Vontobel Holding
249
Vontobel Holding
Switzerland
$279K
HIS
250
Horizon Investment Services
Indiana
$279K +$248K +3,673 New