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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
326
Curtis Advisory Group
California
$247K
RG
327
Renaissance Group
Kentucky
$247K
UCFA
328
United Capital Financial Advisors
Texas
$244K -$85.1K -2,165 -29%
VEA
329
Virtus ETF Advisers
New York
$241K +$28.4K +723 +16%
KFS
330
Kaizen Financial Strategies
California
$234K +$198K +5,048 New
BOSSRA
331
B.O.S.S. Retirement Advisors
Utah
$234K +$198K +5,046 New
GT
332
Greenleaf Trust
Michigan
$229K +$194K +4,949 New
CSPIA
333
Cary Street Partners Investment Advisory
Virginia
$227K -$34.2K -870 -15%
AAIM
334
American Assets Investment Management
California
$222K +$189K +4,800 New
NFG
335
Nations Financial Group
Iowa
$220K +$187K +4,753 New
Janney Montgomery Scott
336
Janney Montgomery Scott
Pennsylvania
$219K -$242K -6,155 -57%
FI
337
FWG Investments
Kentucky
$215K +$182K +4,630 New
FM
338
Foster & Motley
Ohio
$210K -$387K -9,840 -68%
WMWM
339
Whitaker-Myers Wealth Managers
Ohio
$205K +$174K +4,418 New
IA
340
Inspire Advisors
Idaho
$204K +$173K +4,401 New
Lido Advisors
341
Lido Advisors
California
$204K +$171K +4,348 New
KBC Group
342
KBC Group
Belgium
$190K +$14.3K +365 +10%
IA
343
IFP Advisors
Florida
$168K +$137K +3,481 +2,486%
AssetMark Inc
344
AssetMark Inc
California
$156K +$2.99K +76 +2%
Bessemer Group
345
Bessemer Group
New Jersey
$150K -$74.4K -1,894 -37%
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
$133K +$22.7K +577 +25%
CTC
347
Cetera Trust Company
Minnesota
$124K +$105K +2,675 New
ETC
348
Exchange Traded Concepts
Oklahoma
$123K -$14.5K -368 -12%
WT
349
Washington Trust
Rhode Island
$116K -$1.26K -32 -1%
C
350
Covestor
United Kingdom
$110K +$36K +915 +63%