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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
626
Integrated Advisors Network
Texas
$324K -$62.1K -337 -16%
OAM
627
Ostrum Asset Management
France
$324K -$131K -709 -29%
UB
628
UMB Bank
Missouri
$323K +$30K +163 +10%
APG
629
Abacus Planning Group
South Carolina
$323K -$13.3K -72 -4%
PFA
630
Pure Financial Advisors
California
$316K +$102K +551 +47%
CI
631
CX Institutional
Indiana
$316K +$3.5K +19 +1%
KCP
632
Kera Capital Partners
California
$316K +$10.7K +58 +3%
Parallax Volatility Advisers
633
Parallax Volatility Advisers
California
$314K -$101K -548 -24%
EWA
634
EP Wealth Advisors
California
$312K -$18.2K -99 -6%
PGFC
635
Peapack-Gladstone Financial Corp
New Jersey
$310K +$553 +3 +0.2%
LA
636
LVW Advisors
New York
$310K +$311K +1,689 New
HIP
637
HUB Investment Partners
Texas
$309K +$310K +1,685 New
SLI
638
Sumitomo Life Insurance
Japan
$307K +$12.3K +67 +4%
AWM
639
AE Wealth Management
Kansas
$306K -$8.66K -47 -3%
OL
640
Optas LLC
Texas
$304K -$9.21K -50 -3%
OWA
641
One Wealth Advisors
California
$303K +$9.4K +51 +3%
PL
642
Plancorp LLC
Missouri
$303K +$3.13K +17 +1%
MC
643
Moors & Cabot
Massachusetts
$303K +$28.4K +154 +10%
MWM
644
Mission Wealth Management
California
$297K -$37K -201 -11%
TAM
645
Trust Asset Management
Texas
$296K – – –
JIC
646
Joel Isaacson & Co
New York
$296K +$9.21K +50 +3%
ASN
647
Advisory Services Network
Georgia
$295K +$8.66K +47 +3%
PFS
648
Prospera Financial Services
Texas
$295K -$116K -630 -28%
PWM
649
Perigon Wealth Management
California
$293K +$18.1K +98 +7%
JSW
650
Journey Strategic Wealth
New Jersey
$291K +$27.5K +149 +10%