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Name Holding Trade Value Shares
Change
Change in
Stake
LRWM
526
Lord & Richards Wealth Management
Colorado
$1.29M -$457K -11,026 -25%
C
527
Certuity
Florida
$1.29M +$361K +8,706 +36%
FISPB
528
Fideuram - Intesa Sanpaolo Private Banking
$1.29M +$1.36M +32,825 New
DAS
529
Diversify Advisory Services
Utah
$1.27M +$245K +5,911 +24%
WF
530
Welch & Forbes
Massachusetts
$1.27M
Envestnet Portfolio Solutions
531
Envestnet Portfolio Solutions
Illinois
$1.27M -$4.83M -116,373 -78%
BIG
532
Brooklyn Investment Group
New York
$1.27M +$638K +15,389 +92%
KIA
533
Knollwood Investment Advisory
Maryland
$1.25M
EOJOAM
534
E. Ohman J:or Asset Management
Sweden
$1.23M -$272K -6,556 -17%
Cambridge Investment Research Advisors
535
Cambridge Investment Research Advisors
Iowa
$1.23M -$1.27M -30,687 -49%
DILIC
536
Dai-ichi Life Insurance Company
Japan
$1.23M
LA
537
LBP AM
France
$1.22M +$1.3M +31,257 New
KeyBank National Association
538
KeyBank National Association
Ohio
$1.22M +$1.33K +32 +0.1%
SFA
539
Sequoia Financial Advisors
Ohio
$1.22M +$187K +4,500 +17%
CWG
540
C WorldWide Group
Denmark
$1.19M
NDSIB
541
North Dakota State Investment Board
North Dakota
$1.19M +$1.26M +30,322 New
PP
542
Postrock Partners
Oregon
$1.18M
SWM
543
Segment Wealth Management
Texas
$1.18M -$653K -15,755 -34%
CIA
544
Capital Investment Advisors
Georgia
$1.18M -$405K -9,769 -25%
BCM
545
Bancreek Capital Management
California
$1.17M -$1.93M -46,506 -61%
SI
546
Stephens Inc
Arkansas
$1.17M +$15K +362 +1%
QCG
547
Quadrant Capital Group
Ohio
$1.17M +$377K +9,083 +44%
SWP
548
Sagespring Wealth Partners
Tennessee
$1.16M +$642K +15,495 +110%
OAM
549
Ostrum Asset Management
France
$1.15M -$403K -9,711 -25%
FFA
550
Fragasso Financial Advisors
Pennsylvania
$1.14M -$418K -10,088 -26%