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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
401
Plante Moran Financial Advisors
Michigan
$340K +$10.5K +216 +3%
SWP
402
Stratos Wealth Partners
Ohio
$339K +$48.8K +1,004 +16%
SI
403
Stephens Inc
Arkansas
$338K -$25.7K -530 -7%
MG
404
Mather Group
Illinois
$337K +$349K +7,182 New
CIA
405
CSat Investment Advisory
Michigan
$336K +$19.5K +402 +6%
DJSG
406
D.J. St. Germain
Massachusetts
$331K -$1.07K -22 -0.3%
FAAS
407
First Allied Advisory Services
California
$329K +$3.5K +72 +1%
FC
408
FORA Capital
Florida
$324K +$260K +5,360 +344%
BA
409
Bridgewater Associates
Connecticut
$321K -$249K -5,118 -43%
DIM
410
DC Investments Management
Virginia
$317K -$228K -4,692 -41%
WG
411
Welch Group
Alabama
$312K
EH
412
Employers Holdings
Nevada
$310K +$95.2K +1,960 +42%
CA
413
Calton & Associates
Florida
$306K +$24.3K +500 +8%
AIP
414
Ameritas Investment Partners
Nebraska
$305K
IAA
415
Independent Advisor Alliance
North Carolina
$303K +$8.94K +184 +3%
ACA
416
Atlas Capital Advisors
Wyoming
$298K -$119K -2,444 -28%
TU
417
TDAM USA
Ontario, Canada
$286K -$174K -3,588 -37%
ACS
418
Archford Capital Strategies
Illinois
$286K -$6.02K -124 -2%
RCA
419
Rowland Carmichael Advisors
Arizona
$286K -$3.79K -78 -1%
AWCI
420
Alpine Woods Capital Investors
New York
$286K +$297K +6,108 New
IC
421
Investment Counsel
Michigan
$285K
VFA
422
Voya Financial Advisors
Connecticut
$283K -$680 -14 -0.2%
SWM
423
Segment Wealth Management
Texas
$282K -$3.4K -70 -1%
LIM
424
Lathrop Investment Management
Arkansas
$281K
NA
425
NewEdge Advisors
Louisiana
$281K +$77.6K +1,598 +36%