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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
801
Cresset Asset Management
Illinois
$405K +$45.5K +220 +12%
ETC
802
Exchange Traded Concepts
Oklahoma
$404K -$29K -140 -7%
BG
803
Bellevue Group
Switzerland
$404K
TA
804
TrueWealth Advisors
Alabama
$404K +$432K +2,086 New
CAAS
805
Capital Asset Advisory Services
Michigan
$403K -$66.2K -320 -14%
AA
806
AF Advisors
California
$402K
AA
807
Apriem Advisors
California
$402K +$60.6K +293 +17%
Connor, Clark & Lunn Investment Management (CC&L)
808
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$401K -$3.42M -16,542 -89%
DAS
809
Dynamic Advisor Solutions
Arizona
$401K -$54.2K -262 -12%
ACM
810
Ayrshire Capital Management
Connecticut
$401K +$29K +140 +8%
AIC
811
Ameritas Investment Company
Nebraska
$399K -$638K -3,084 -61%
FFN
812
Focus Financial Network
Minnesota
$398K +$5.79K +28 +1%
MA
813
Mutual Advisors
Nebraska
$395K -$243K -1,176 -38%
WJWM
814
Williams Jones Wealth Management
New York
$395K -$12.2K -59 -3%
CTFG
815
Capstone Triton Financial Group
Oklahoma
$395K +$404K +1,954 New
BPB
816
Badgley, Phelps & Bell
Washington
$394K +$25.2K +122 +7%
ACM
817
Allred Capital Management
Texas
$393K -$28.3K -137 -7%
CI
818
Conning Inc
Connecticut
$390K -$3.93K -19 -1%
FCBT
819
First Citizens Bank & Trust
North Carolina
$388K -$44.9K -217 -10%
PWM
820
Perigon Wealth Management
California
$387K -$41.4K -200 -9%
HWMG
821
Hurlow Wealth Management Group
Indiana
$387K
HAG
822
HighPoint Advisor Group
Illinois
$384K -$12.4M -59,892 -97%
CI
823
Cavalier Investments
Georgia
$384K
FFA
824
Founders Financial Alliance
North Carolina
$384K +$621 +3 +0.2%
Lido Advisors
825
Lido Advisors
California
$383K -$99.7K -482 -20%