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Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
301
First Allied Advisory Services
California
$763K -$8.2K -102 -1%
AWM
302
AE Wealth Management
Kansas
$738K -$22.4K -279 -3%
MAFM
303
Mid Atlantic Financial Management
Pennsylvania
$738K +$189K +2,353 +42%
BBVA
304
Banco Bilbao Vizcaya Argentaria
Spain
$732K
CMI
305
Clare Market Investments
Texas
$731K +$314K +3,905 +97%
LFAS
306
Level Four Advisory Services
Texas
$727K -$41.1K -511 -6%
AAM
307
Advisors Asset Management
Colorado
$727K +$88.5K +1,100 +16%
LSAG
308
Lake Street Advisors Group
New Hampshire
$725K +$8.77K +109 +1%
Prudential Financial
309
Prudential Financial
New Jersey
$714K +$16.8K +209 +3%
BCP
310
Berkeley Capital Partners
Georgia
$702K -$226K -2,814 -27%
WCM
311
Weld Capital Management
New York
$695K +$605K +7,525 New
PP
312
Paloma Partners
Connecticut
$691K +$601K +7,479 New
OSIA
313
O'Shares Investment Advisers
Massachusetts
$689K +$31.8K +395 +6%
EMG
314
Ellington Management Group
Connecticut
$684K +$595K +7,400 New
BIM
315
Bridgecreek Investment Management
Oklahoma
$676K +$588K +7,315 New
VIA
316
Vident Investment Advisory
Georgia
$676K +$589K +7,321 New
Ensign Peak Advisors
317
Ensign Peak Advisors
Utah
$669K +$288K +3,581 +98%
IC
318
Intersect Capital
California
$668K +$6.75K +84 +1%
PA
319
PSI Advisors
Florida
$666K -$66.9K -832 -10%
HWM
320
Hohimer Wealth Management
Washington
$659K +$3.22K +40 +0.7%
GC
321
Guggenheim Capital
Illinois
$655K -$223K -2,770 -28%
EWA
322
EP Wealth Advisors
California
$648K -$65.5K -814 -10%
VFA
323
Voya Financial Advisors
Connecticut
$646K +$252K +3,139 +75%
BT
324
Brandywine Trust
Delaware
$630K
AFAS
325
Acorn Financial Advisory Services
Virginia
$620K +$33.2K +413 +7%