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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
701
One Capital Management
California
$1.16M +$9.98K +53 +0.9%
VAS
702
Vestmark Advisory Solutions
Massachusetts
$1.16M -$2.29M -12,174 -66%
TWM
703
Trueblood Wealth Management
Ohio
$1.16M +$78.7K +418 +7%
EWA
704
Etesian Wealth Advisors
Oregon
$1.16M – – –
AU
705
Algebris (UK)
United Kingdom
$1.14M – – –
WANY
706
Wealthspire Advisors (New York)
New York
$1.14M +$367K +1,947 +47%
S
707
SignatureFD
Georgia
$1.13M -$184K -977 -14%
TFA
708
Toth Financial Advisory
Virginia
$1.13M -$40.5K -215 -3%
UAS
709
United Asset Strategies
New York
$1.12M +$71K +377 +7%
DE
710
Diversified Enterprises
Delaware
$1.11M +$879K +4,667 +372%
MMA
711
Miracle Mile Advisors
California
$1.11M +$61.2K +325 +6%
OIA
712
OneDigital Investment Advisors
Kansas
$1.09M +$65.9K +350 +6%
CRI
713
Commonwealth Retirement Investments
Virginia
$1.08M +$19.4K +103 +2%
IB
714
Intrust Bank
Kansas
$1.08M – – –
Envestnet Portfolio Solutions
715
Envestnet Portfolio Solutions
Illinois
$1.08M -$1.27M -6,716 -54%
CCA
716
Checchi Capital Advisers
California
$1.08M -$38.4K -204 -3%
DWM
717
Ducere Wealth Management
California
$1.07M +$1.07M +5,706 New
WG
718
Winton Group
United Kingdom
$1.07M +$1.07M +5,700 New
VWA
719
VERITY Wealth Advisors
United States
$1.06M – – –
First Manhattan
720
First Manhattan
New York
$1.05M +$12.8K +68 +1%
VFA
721
Valeo Financial Advisors
Indiana
$1.05M -$478K -2,536 -31%
AFM
722
Abbot Financial Management
Massachusetts
$1.05M – – –
HFAS
723
Hummer Financial Advisory Services
Illinois
$1.05M – – –
BCM
724
Bancreek Capital Management
California
$1.05M +$1.05M +5,580 New
PIA
725
Pinion Investment Advisors
Kansas
$1.05M +$377 +2 +0%