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Name Holding Trade Value Shares
Change
Change in
Stake
TMAM
501
Tokio Marine Asset Management
Japan
$914K +$70.6K +631 +9%
QPW
502
Quantum Private Wealth
Florida
$907K +$26.2K +234 +3%
AAM
503
Advisors Asset Management
Colorado
$905K -$14.6K -130 -2%
TRCT
504
Tower Research Capital (TRC)
New York
$900K -$815K -7,282 -48%
KOCAA
505
Knights of Columbus Asset Advisors
Connecticut
$891K +$859K +7,672 New
BF
506
BOK Financial
Oklahoma
$890K -$455K -4,069 -35%
ASN
507
Advisory Services Network
Georgia
$884K -$339K -3,031 -28%
SCA
508
Snowden Capital Advisors
New York
$870K -$141K -1,257 -14%
O
509
Ossiam
France
$854K -$983K -8,781 -54%
CFA
510
Compass Financial Advisors
Indiana
$843K -$98.5K -880 -11%
SWM
511
SeaCrest Wealth Management
New York
$835K +$896 +8 +0.1%
SBH
512
Segall Bryant & Hamill
Illinois
$834K -$33.6K -300 -4%
IFG
513
Independent Financial Group
California
$832K +$32K +286 +4%
EWA
514
EP Wealth Advisors
California
$831K +$1.05M +9,384 +497%
CIM
515
Chiron Investment Management
New York
$828K +$641K +5,725 +408%
FT
516
Fiduciary Trust
Massachusetts
$825K -$4.92K -44 -0.6%
JWS
517
Juncture Wealth Strategies
Arizona
$820K +$376K +3,360 +91%
SW
518
SkyOak Wealth
Michigan
$820K -$88.7K -792 -10%
MSFP
519
Mark Sheptoff Financial Planning
Connecticut
$817K +$22.4K +200 +3%
GCM
520
Graham Capital Management
Connecticut
$813K +$187K +1,669 +31%
MAS
521
Meeder Advisory Services
Ohio
$807K +$21.8K +195 +3%
DOA
522
D'Orazio & Associates
Virginia
$786K
CAM
523
Cresset Asset Management
Illinois
$775K -$201K -1,793 -21%
SIA
524
Schechter Investment Advisors
Michigan
$774K +$102K +907 +16%
TCM
525
TimesSquare Capital Management
New York
$767K +$33.6K +300 +5%