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Name Holding Trade Value Shares
Change
Change in
Stake
SWS
501
SYSTM Wealth Solutions
Illinois
$450K +$74.8K +518 +19%
IWC
502
Integrated Wealth Concepts
Massachusetts
$439K +$6.35K +44 +1%
BFO
503
Boston Family Office
Massachusetts
$438K – – –
MLL
504
Moody Lynn & Lieberson
Massachusetts
$433K -$2.89K -20 -0.6%
BPA
505
Beacon Pointe Advisors
California
$432K +$447K +3,095 New
KA
506
Kintegral Advisory
New York
$431K -$289 -2 -0.1%
CFFP
507
Center for Financial Planning
Michigan
$429K – – –
TCM
508
Twin Capital Management
Pennsylvania
$421K -$41K -284 -9%
Cetera Investment Advisers
509
Cetera Investment Advisers
Illinois
$419K -$1.13M -7,840 -72%
NS
510
NBC Securities
Alabama
$418K +$433K +2,998 New
PP
511
Patten & Patten
Tennessee
$412K – – –
SSW
512
Smith Shellnut Wilson
Mississippi
$411K – – –
FCI
513
Financial Counselors Inc
Kansas
$408K +$18.2K +126 +5%
AB
514
Atlas Brown
Kentucky
$407K – – –
BFG
515
Bleakley Financial Group
New Jersey
$399K -$37.8K -262 -8%
SS
516
Simplicity Solutions
Minnesota
$399K -$35.7K -247 -8%
MC
517
Machina Capital
France
$391K +$127K +880 +46%
Balyasny Asset Management
518
Balyasny Asset Management
Illinois
$387K +$401K +2,777 New
MJP
519
Michael J. Puzo
$387K -$28.9K -200 -7%
EFS
520
Essex Financial Services
Connecticut
$387K -$3.61K -25 -0.9%
CHP
521
Cable Hill Partners
Oregon
$384K -$2.6K -18 -0.7%
MSFS
522
Main Street Financial Solutions
Pennsylvania
$384K -$10.7K -74 -3%
QCM
523
Quantinno Capital Management
New York
$382K +$105K +725 +36%
FM
524
Foster & Motley
Ohio
$381K -$17.9K -124 -4%
TMAM
525
Tokio Marine Asset Management
Japan
$381K +$23.5K +163 +6%