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Name Holding Trade Value Shares
Change
Change in
Stake
SA
551
SpiderRock Advisors
Delaware
$601K +$1.09K +6 +0.2%
MLL
552
Moody Lynn & Lieberson
Massachusetts
$600K
CPA
553
Cardiff Park Advisors
California
$593K +$1.64K +9 +0.3%
CFFP
554
Center for Financial Planning
Michigan
$589K
BTI
555
Blue Trust Inc
Georgia
$583K +$216K +1,184 +58%
AB
556
Atlas Brown
Kentucky
$581K +$1.09K +6 +0.2%
VA
557
Vident Advisory
Georgia
$581K -$34.3K -188 -6%
GWP
558
Gen-Wealth Partners
Michigan
$578K -$6.92K -38 -1%
MG
559
Mather Group
Illinois
$578K -$23.5K -129 -4%
CIBC World Market
560
CIBC World Market
Ontario, Canada
$558K -$202K -1,109 -28%
BHWM
561
Bar Harbor Wealth Management
New Hampshire
$550K -$103K -565 -16%
SSW
562
Smith Shellnut Wilson
Mississippi
$546K -$2.55K -14 -0.5%
AC
563
Avestar Capital
New York
$546K +$37.9K +208 +8%
CCM
564
Coldstream Capital Management
Washington
$538K +$29.7K +163 +6%
FCI
565
Financial Counselors Inc
Kansas
$536K -$4.92K -27 -1%
UAML
566
US Asset Management LLC
Pennsylvania
$527K -$1.27K -7 -0.3%
Walleye Capital
567
Walleye Capital
New York
$525K -$6.74K -37 -1%
CCA
568
Cobblestone Capital Advisors
New York
$525K +$27.3K +150 +6%
WSFS
569
Wilmington Savings Fund Society
Delaware
$525K +$499K +2,736 New
MAS
570
Meeder Advisory Services
Ohio
$522K +$5.28K +29 +1%
HH
571
Hilltop Holdings
Texas
$519K +$80.9K +444 +20%
HT
572
Headlands Technologies
Illinois
$518K +$492K +2,702 New
PR
573
Payden & Rygel
California
$514K
AC
574
Arjuna Capital
North Carolina
$508K -$6.56K -36 -1%
Carson Wealth (CWM LLC)
575
Carson Wealth (CWM LLC)
Nebraska
$506K +$24.1K +132 +5%