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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
476
United Capital Financial Advisors
Texas
$713K +$665K +3,136 New
IMCOOI
477
Investment Management Corp of Ontario (IMCO)
Canada
$712K +$664K +3,131 New
FI
478
FJ Investments
Utah
$709K +$661K +3,117 New
SB
479
Strategic Blueprint
Georgia
$696K -$15.9K -75 -2%
PCMI
480
Paradigm Capital Management Inc
New York
$682K
APG
481
Abacus Planning Group
South Carolina
$682K -$13.8K -65 -2%
BWM
482
Buckley Wealth Management
Nevada
$680K -$4.87K -23 -0.8%
NAS
483
Nicolet Advisory Services
Wisconsin
$675K -$154K -728 -19%
Impax Asset Management Group
484
Impax Asset Management Group
United Kingdom
$669K -$636 -3 -0.1%
ICG
485
InterOcean Capital Group
Tennessee
$665K +$424 +2 +0.1%
HAG
486
HighPoint Advisor Group
Illinois
$662K +$552K +2,606 New
LFA
487
Laraway Financial Advisors
Minnesota
$661K -$21.2K -100 -3%
BFG
488
Bleakley Financial Group
New Jersey
$661K +$13.8K +65 +2%
SS
489
Simplicity Solutions
Minnesota
$661K +$13.8K +65 +2%
EI
490
Ellevest Inc
New York
$642K +$24.4K +115 +4%
AWAU
491
Alliance Wealth Advisors (Utah)
Utah
$640K +$29.5K +139 +5%
UB
492
UMB Bank
Missouri
$623K -$41.7K -197 -7%
CIM
493
Contravisory Investment Management
Massachusetts
$621K +$11.9K +56 +2%
S
494
SignatureFD
Georgia
$620K +$23.5K +111 +4%
PSC
495
Portman Square Capital
United Kingdom
$616K +$575K +2,711 New
PAS
496
Park Avenue Securities
New York
$612K -$66.5K -314 -10%
Nomura Holdings
497
Nomura Holdings
Japan
$611K +$569K +2,686 New
MYLI
498
Meiji Yasuda Life Insurance
Japan
$589K +$155K +730 +39%
TCM
499
Tributary Capital Management
Nebraska
$589K -$5.3K -25 -1%
IAS
500
Insigneo Advisory Services
Florida
$588K +$848 +4 +0.2%