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Name Holding Trade Value Shares
Change
Change in
Stake
JA
351
JOYN Advisors
Georgia
$9K +$1.97K +12 +27%
BCM
352
Brasada Capital Management
Texas
$8K – – –
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$6K – – –
LFA
354
Legacy Financial Advisors
Kentucky
$6K +$822 +5 +14%
Allworth Financial
355
Allworth Financial
California
$5K – – –
AssetMark Inc
356
AssetMark Inc
California
$5K – – –
NWM
357
Northwest Wealth Management
Iowa
$5K – – –
OFW
358
Omnia Family Wealth
Florida
$5K +$4.93K +30 New
ADL
359
Asset Dedication LLC
California
$4K – – –
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$3K -$1.15K -7 -27%
AOWM
361
Alpha Omega Wealth Management
Virginia
$3K – – –
CWA
362
Clarus Wealth Advisors
Arizona
$3K – – –
GAM
363
Gemmer Asset Management
California
$3K – – –
Smithfield Trust
364
Smithfield Trust
Pennsylvania
$3K – – –
CFA
365
Camarda Financial Advisors
Florida
$3K +$3.12K +19 New
Gradient Investments
366
Gradient Investments
Minnesota
$2K – – –
Thompson Siegel & Walmsley
367
Thompson Siegel & Walmsley
Virginia
$2K – – –
LC
368
Lindbrook Capital
California
$2K +$2.79K +17 New
WIM
369
Westside Investment Management
California
$1.92K – – –
PMFA
370
Plante Moran Financial Advisors
Michigan
$1K – – –
BRC
371
Bell Rock Capital
Delaware
$1K +$1.64K +10 New
Arrowstreet Capital
372
Arrowstreet Capital
Massachusetts
– -$14.5M -98,596 Closed
Miller Howard Investments
373
Miller Howard Investments
New York
– -$3.59M -24,400 Closed
PC
374
Palo Capital
California
– -$2.79M -18,961 Closed
Vident Investment Advisory
375
Vident Investment Advisory
Georgia
– -$1.5M -10,184 Closed