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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
901
AUA Capital Management
Pennsylvania
$374K – – –
IAN
902
Integrated Advisors Network
Texas
$370K +$364K +1,918 New
CGL
903
Clarius Group LLC
Washington
$369K -$132K -697 -27%
SSWM
904
Smith Salley Wealth Management
North Carolina
$368K +$47.8K +252 +15%
LS
905
Livforsakringsbolaget Skandia
Sweden
$365K -$209K -1,100 -37%
IC
906
IEQ Capital
California
$363K +$356K +1,878 New
CAGAS
907
Capital Advisory Group Advisory Services
Minnesota
$361K +$212K +1,119 +149%
Acadian Asset Management
908
Acadian Asset Management
Massachusetts
$359K -$77.6K -409 -18%
TPWA
909
TRUE Private Wealth Advisors
Oregon
$359K +$352K +1,857 New
RA
910
RFG Advisory
Alabama
$358K +$352K +1,857 New
IA
911
IFG Advisory
Georgia
$355K -$7.21K -38 -2%
BCM
912
BlueCrest Capital Management
Jersey
$352K -$114K -598 -25%
JIM
913
Jupiter Investment Management
United Kingdom
$347K -$773K -4,074 -69%
AF
914
Affiance Financial
Minnesota
$347K – – –
FA
915
FCG Advisors
New Jersey
$347K – – –
LJAC
916
L.J. Altfest & Co
New York
$347K – – –
AA
917
ALPS Advisors
Colorado
$346K -$14.8K -78 -4%
ACM
918
AlphaCrest Capital Management
New York
$344K -$2.25M -11,852 -87%
IC
919
Inverness Counsel
New York
$340K +$95.7K +504 +40%
PP
920
Prudential plc
United Kingdom
$340K +$129K +681 +63%
WWM
921
Willingdon Wealth Management
North Carolina
$338K -$3.99K -21 -1%
1WA
922
180 Wealth Advisors
Washington
$337K -$16.3K -86 -5%
H
923
HoyleCohen
California
$337K – – –
SWA
924
Sutton Wealth Advisors
Florida
$336K – – –
WB
925
WesBanco Bank
West Virginia
$335K – – –