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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
526
Leavell Investment Management
Alabama
$492K
MFWP
527
Mosaic Family Wealth Partners
Missouri
$491K
BF
528
Bonfire Financial
Colorado
$490K +$504K +8,086 New
Cambridge Investment Research Advisors
529
Cambridge Investment Research Advisors
Iowa
$489K -$106K -1,703 -17%
SAMT
530
Select Asset Management & Trust
Pennsylvania
$485K
Jones Financial Companies
531
Jones Financial Companies
Missouri
$481K +$184K +2,955 +59%
FFG
532
Fortem Financial Group
California
$465K -$41.7K -668 -8%
AWM
533
Ariadne Wealth Management
California
$462K +$489K +7,842 New
EA
534
Everpar Advisors
Oklahoma
$462K +$162K +2,590 +51%
GLA
535
Great Lakes Advisors
Illinois
$459K +$204K +3,273 +76%
AAIS
536
ABN AMRO Investment Solutions
$457K
CTC
537
Central Trust Company
Missouri
$454K -$40.8K -655 -8%
MSA
538
MUFG Securities Americas
New York
$452K +$465K +7,454 New
PA
539
Probity Advisors
Texas
$448K -$76.5K -1,227 -14%
SOAMC
540
Spirit of America Management Corp
New York
$442K
IP
541
Intellectus Partners
California
$438K +$12.5K +200 +3%
HI
542
Horizon Investments
North Carolina
$436K +$2.62K +42 +0.6%
SW
543
SVB Wealth
Massachusetts
$433K +$446K +7,152 New
KAS
544
Kestra Advisory Services
Texas
$432K -$57.1K -916 -11%
VSQM
545
V-Square Quantitative Management
Illinois
$431K +$57.2K +918 +15%
PA
546
Profund Advisors
Maryland
$430K -$100K -1,609 -18%
GAM
547
Generali Asset Management
Italy
$427K +$440K +7,055 New
PAG
548
Poinciana Advisors Group
Florida
$426K +$438K +7,026 New
EFM
549
E Fund Management
China
$423K +$234K +3,760 +117%
SI
550
Stephens Inc
Arkansas
$422K -$495K -7,933 -53%