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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
876
Oxford Financial Group
Indiana
$227K +$229K +4,187 New
AWA
877
Aaron Wealth Advisors
Illinois
$226K +$228K +4,172 New
DA
878
Drake & Associates
Wisconsin
$225K -$23.7K -435 -9%
BTWM
879
Brass Tax Wealth Management
Ohio
$225K +$227K +4,162 New
OWMIAS
880
One Wealth Management Investment & Advisory Services
Florida
$225K -$819 -15 -0.4%
CAM
881
Claret Asset Management
Quebec, Canada
$225K +$35.4K +649 +19%
TWC
882
TD Waterhouse Canada
Ontario, Canada
$223K -$4.26K -78 -2%
C
883
Covestor
United Kingdom
$222K -$6.22K -114 -3%
N
884
Natixis
France
$221K -$241K -4,407 -52%
Empower Advisory Group
885
Empower Advisory Group
Colorado
$221K -$15.7K -288 -7%
CWM
886
Cherrydale Wealth Management
New Jersey
$221K -$4.48K -82 -2%
VCP
887
Vista Capital Partners
Oregon
$220K +$3.27K +60 +2%
MSAM
888
Moloney Securities Asset Management
Missouri
$219K – – –
LCM
889
Leisure Capital Management
California
$217K – – –
FWA
890
FSM Wealth Advisors
Ohio
$216K -$600 -11 -0.3%
WWP
891
Walden Wealth Partners
Ohio
$216K – – –
AA
892
AlphaCentric Advisors
Puerto Rico
$215K +$1.15K +21 +0.5%
GL
893
Graypoint LLC
New York
$214K +$5.08K +93 +2%
RWM
894
Ritholtz Wealth Management
New York
$212K -$12.6K -231 -6%
VCG
895
Vantage Consulting Group
Virginia
$211K +$3.17K +58 +2%
SAG
896
SageView Advisory Group
California
$211K +$212K +3,889 New
FFA
897
Fragasso Financial Advisors
Pennsylvania
$210K +$218 +4 +0.1%
NPT
898
Nixon Peabody Trust
Massachusetts
$210K +$212K +3,875 New
FLPIM
899
F.L. Putnam Investment Management
Massachusetts
$209K +$210K +3,853 New
AA
900
Auxano Advisors
Washington
$208K +$2.13K +39 +1%