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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
701
Level Four Advisory Services
Texas
$224K -$184K -2,072 -47%
PCA
702
Personal Capital Advisors
California
$224K -$10.3K -116 -5%
CIG
703
Cairn Investment Group
Washington
$224K +$209K +2,356 New
ARC
704
Advisor Resource Council
Texas
$222K +$206K +2,320 New
Verition Fund Management
705
Verition Fund Management
Connecticut
$218K -$564K -6,368 -74%
EI
706
Ellevest Inc
New York
$218K +$38.6K +436 +24%
WSFS
707
Wilmington Savings Fund Society
Delaware
$217K +$202K +2,276 New
HI
708
Horizon Investments
North Carolina
$216K -$478K -5,388 -70%
PHS
709
Pekin Hardy Strauss
Illinois
$216K +$200K +2,260 New
AWA
710
Arete Wealth Advisors
Illinois
$216K +$211K +2,380 New
GT
711
Glenview Trust
Kentucky
$214K +$199K +2,240 New
HIS
712
Harvest Investment Services
Illinois
$212K +$197K +2,224 New
TWA
713
TCI Wealth Advisors
Arizona
$210K
NL
714
Navalign LLC
California
$209K -$13.8K -156 -7%
HTC
715
Haverford Trust Company
Pennsylvania
$208K +$193K +2,176 New
BFM
716
Boston Financial Management
Massachusetts
$207K -$38.6K -436 -17%
GA
717
Geller Advisors
New York
$206K +$191K +2,152 New
VCG
718
Vantage Consulting Group
Virginia
$206K +$191K +2,156 New
5L
719
55I LLC
Massachusetts
$206K +$191K +2,160 New
FNFDCM
720
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$206K +$191K +2,160 New
Lido Advisors
721
Lido Advisors
California
$203K +$188K +2,120 New
DY
722
Dowling & Yahnke
California
$202K -$31.2K -352 -14%
OFA
723
Oak Family Advisors
Illinois
$201K +$186K +2,100 New
MWM
724
Mattern Wealth Management
Kansas
$200K +$184K +2,072 New
LSA
725
Leonteq Securities AG
Switzerland
$191K +$177K +2,000 New