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Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
601
Meeder Advisory Services
Ohio
$734K +$59.8K +476 +10%
HI
602
Horizon Investments
North Carolina
$728K -$24.6K -196 -4%
IDA
603
Intelligence Driven Advisers
California
$726K -$126 -1 -0%
CCG
604
Capital CS Group
California
$714K +$647K +5,150 New
PCA
605
Pallas Capital Advisors
Massachusetts
$712K +$10.4K +83 +2%
EFM
606
E Fund Management
China
$711K +$3.9K +31 +0.6%
IAN
607
Integrated Advisors Network
Texas
$709K -$81.7K -650 -11%
SEC
608
Seven Eight Capital
New York
$708K -$104K -828 -14%
CW
609
Connectus Wealth
Ohio
$705K +$429K +3,414 +205%
MSFP
610
Mark Sheptoff Financial Planning
Connecticut
$702K -$47.1K -375 -7%
VA
611
Vident Advisory
Georgia
$701K +$45.6K +363 +8%
CAM
612
Crown Advisors Management
California
$693K – – –
LG
613
LaFleur & Godfrey
Michigan
$691K +$100K +797 +19%
HWM
614
HB Wealth Management
Georgia
$687K -$5.78K -46 -0.9%
BBA
615
Baader Bank Aktiengesellschaft
Germany
$682K +$618K +4,920 New
BJL
616
Brighton Jones LLC
Washington
$678K -$628 -5 -0.1%
EI
617
Ellevest Inc
New York
$673K +$30.8K +245 +5%
OGF
618
Orin Green Financial
California
$663K -$573K -4,559 Closed
SC
619
Syon Capital
California
$662K +$28.5K +227 +5%
NP
620
NorthRock Partners
Minnesota
$662K -$3.14K -25 -0.5%
CTC
621
Central Trust Company
Missouri
$660K -$19.5K -155 -3%
YIH
622
Y-Intercept (HK)
Hong Kong
$657K +$596K +4,738 New
CPBTD
623
Central Pacific Bank - Trust Division
Hawaii
$655K +$596K +4,745 New
AI
624
Accredited Investors
Minnesota
$644K +$16.3K +130 +3%
ARC
625
Advisor Resource Council
Texas
$641K -$1.54M -12,263 -70%
23 24
25
26 27