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Name Holding Trade Value Shares
Change
Change in
Stake
AO
751
Advisor OS
Illinois
$483K +$113K +524 +29%
PFM
752
Parsec Financial Management
North Carolina
$482K – – –
IAIM
753
International Assets Investment Management
Florida
$481K -$144K -667 -22%
BFG
754
Beacon Financial Group
Texas
$481K +$8.87K +41 +2%
SignatureFD
755
SignatureFD
Georgia
$481K +$62.7K +290 +14%
PTC
756
Philadelphia Trust Company
Pennsylvania
$479K +$46.1K +213 +10%
Brighton Jones LLC
757
Brighton Jones LLC
Washington
$476K +$3.68K +17 +0.7%
Apollon Wealth Management
758
Apollon Wealth Management
South Carolina
$470K -$26.4K -122 -5%
IRF
759
IBM Retirement Fund
New York
$469K -$21.2K -98 -4%
MA
760
Mutual Advisors
Nebraska
$469K -$15.6K -72 -3%
IFWM
761
Institute for Wealth Management
Colorado
$469K -$3.68K -17 -0.7%
CP
762
Castleview Partners
Texas
$469K +$495K +2,289 New
CCA
763
Checchi Capital Advisers
California
$466K +$15.8K +73 +3%
Vestcor Inc
764
Vestcor Inc
New Brunswick, Canada
$464K -$6.05K -28 -1%
Metis Global Partners
765
Metis Global Partners
California
$464K +$218K +1,010 +81%
DWM
766
Dorchester Wealth Management
Quebec, Canada
$461K – – –
SIM
767
Stratos Investment Management
Ohio
$461K +$96.2K +445 +25%
NL
768
NWAM LLC
Washington
$460K -$234K -1,084 -33%
HBW
769
Hazlett, Burt & Watson
West Virginia
$460K +$482K +2,228 New
MAM
770
Morse Asset Management
Connecticut
$456K – – –
FWM
771
Frontier Wealth Management
Missouri
$455K -$10.8K -50 -2%
BS
772
Boenning & Scattergood
Pennsylvania
$454K +$38.5K +178 +9%
RGF
773
Retirement Guys Formula
Ohio
$454K +$73.7K +341 +18%
Marshall Wace
774
Marshall Wace
United Kingdom
$453K -$32.4M -149,600 -99%
BWAM
775
Boyd Watterson Asset Management
Ohio
$453K +$30.5K +141 +7%