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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
551
Integrated Advisors Network
Texas
$755K +$165K +734 +28%
RHBC
552
R.H. Bluestein & Co
Michigan
$744K +$35.9K +160 +5%
NL
553
NVWM LLC
Pennsylvania
$744K +$695K +3,093 +1,213%
CFG
554
Cooper Financial Group
California
$742K +$750K +3,339 New
AMCA
555
Arthur M. Cohen & Associates
Illinois
$737K +$68.5K +305 +10%
GG
556
Golden Green
South Carolina
$736K +$743K +3,309 New
BDF
557
Balasa Dinverno & Foltz
$735K -$191K -850 -20%
WAM
558
World Asset Management
Michigan
$734K +$21.6K +96 +3%
CC
559
Centiva Capital
New York
$733K +$741K +3,297 New
WMP
560
Wealth Management Partners
Arizona
$721K +$689K +3,068 New
LFGH
561
Lee Financial Group Hawaii
Hawaii
$719K -$21.8K -97 -3%
BCA
562
Berman Capital Advisors
Georgia
$719K +$150K +666 +26%
GIA
563
Gladstone Institutional Advisory
Florida
$718K +$20.7K +92 +3%
BFM
564
Boothbay Fund Management
New York
$716K +$303K +1,348 +72%
VFA
565
Valeo Financial Advisors
Indiana
$705K -$110K -489 -13%
RJT
566
Raymond James Trust
Florida
$703K -$124K -552 -15%
CAGAS
567
Capital Advisory Group Advisory Services
Minnesota
$694K -$50.1K -223 -7%
AC
568
Abbrea Capital
California
$690K
P8IP
569
Pier 88 Investment Partners
California
$688K -$107K -475 -13%
DAS
570
Dynamic Advisor Solutions
Arizona
$688K +$68.3K +304 +11%
FC
571
Ferris Capital
Massachusetts
$688K +$695K +3,096 New
LNC
572
Lincoln National Corp
Pennsylvania
$686K +$192K +853 +38%
LA
573
LVW Advisors
New York
$681K +$21.3K +95 +3%
AII
574
AGF Investments Inc
Ontario, Canada
$677K -$21.4M -95,388 -97%
YIH
575
Y-Intercept (HK)
Hong Kong
$674K +$670K +2,982 New