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Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
526
Fifth Third Wealth Advisors
Ohio
$224K +$247K +2,094 New
NWWA
527
New Wave Wealth Advisors
Arkansas
$222K +$245K +2,077 New
EARNEST Partners
528
EARNEST Partners
Georgia
$218K -$45K -381 -16%
CIS
529
Custom Index Systems
New York
$217K -$93.4K -791 -28%
BFA
530
Bragg Financial Advisors
North Carolina
$216K
BFM
531
Boothbay Fund Management
New York
$216K +$238K +2,020 New
FSA
532
Franklin Street Advisors
North Carolina
$214K +$55.5K +470 +31%
WMA
533
Wealth Management Associates
New Jersey
$214K
IFWM
534
Institute for Wealth Management
Colorado
$212K +$354 +3 +0.2%
BFEC
535
Benjamin F. Edwards & Company
Missouri
$212K
EDRH
536
Edmond de Rothschild Holding
Switzerland
$211K -$975K -8,262 -81%
AA
537
Axiom Advisory
California
$208K +$208K +1,764 New
QCG
538
Quadrant Capital Group
Ohio
$207K -$43.4K -368 -16%
AOWM
539
Alpha Omega Wealth Management
Virginia
$205K
FRA
540
Frank Rimerman Advisors
California
$202K +$222K +1,881 +12,540%
MYIA
541
Mount Yale Investment Advisors
Colorado
$202K -$10.6K -90 -5%
GWP
542
Gen-Wealth Partners
Michigan
$186K +$49.7K +421 +32%
EWM
543
Evermay Wealth Management
Virginia
$180K -$7.08K -60 -3%
AS
544
AM Squared
Hong Kong
$171K +$189K +1,600 New
PIM
545
Plato Investment Management
Australia
$169K
A
546
AlphaQuest
New York
$167K +$184K +1,555 +17,278%
BG
547
Bollard Group
Massachusetts
$164K
OPTFSNA
548
Old Point Trust & Financial Services N A
Virginia
$160K -$11.8K -100 -6%
NS
549
NBC Securities
Alabama
$157K -$4.72K -40 -3%
GRP
550
Global Retirement Partners
California
$156K -$6.02K -51 -3%