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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
501
Advisors Asset Management
Colorado
$866K +$59.2K +726 +6%
CFCI
502
Comprehensive Financial Consultants Institutional
Indiana
$862K +$183K +2,241 +22%
Envestnet Portfolio Solutions
503
Envestnet Portfolio Solutions
Illinois
$858K -$293K -3,594 -22%
NMIMC
504
Northwestern Mutual Investment Management Company
Wisconsin
$849K +$1.96K +24 +0.2%
LFAS
505
Level Four Advisory Services
Texas
$846K -$66K -809 -6%
ECM
506
Everence Capital Management
Indiana
$813K +$31K +380 +3%
ET
507
Equitable Trust
Tennessee
$813K
AFM
508
Abbot Financial Management
Massachusetts
$809K +$3.26K +40 +0.3%
WA
509
Win Advisors
Florida
$799K +$955K +11,701 New
BCV
510
Banque Cantonale Vaudoise
Switzerland
$798K +$954K +11,686 New
BONH
511
Bank of New Hampshire
New Hampshire
$791K -$10.1K -124 -1%
EP
512
Edgestream Partners
New Jersey
$776K -$137K -1,683 -13%
KRSITF
513
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$775K +$926K +11,345 New
GH
514
GAM Holding
Switzerland
$763K +$134K +1,647 +17%
IMRF
515
Illinois Municipal Retirement Fund
Illinois
$763K
KA
516
Kintegral Advisory
New York
$755K -$3.02K -37 -0.3%
CCM
517
Coldstream Capital Management
Washington
$752K -$172K -2,105 -16%
IMCOOI
518
Investment Management Corp of Ontario (IMCO)
Canada
$751K +$897K +10,994 New
LA
519
Legacy Advisors
Pennsylvania
$746K +$73K +895 +9%
RA
520
Riverstone Advisors
Texas
$741K -$467K -5,721 -35%
SWM
521
Sendero Wealth Management
Texas
$725K +$867K +10,619 New
SWP
522
Sagespring Wealth Partners
Tennessee
$721K +$422K +5,172 +96%
BBVA
523
Banco Bilbao Vizcaya Argentaria
Spain
$704K -$872K -10,688 -51%
ETC
524
Exchange Traded Concepts
Oklahoma
$704K -$35.7K -438 -4%
AAS
525
Avantax Advisory Services
Texas
$697K +$246K +3,017 +42%