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Name Holding Trade Value Shares
Change
Change in
Stake
WI
476
WrapManager Inc
California
$345K -$64.2K -561 -16%
Prospera Financial Services
477
Prospera Financial Services
Texas
$341K -$769K -6,718 -70%
Independent Financial Group
478
Independent Financial Group
California
$340K +$40.5K +354 +14%
NorthRock Partners
479
NorthRock Partners
Minnesota
$335K +$77K +673 +32%
LSA
480
Lion Street Advisors
Texas
$334K +$153K +1,334 New
PWM
481
Purus Wealth Management
California
$333K -$46.6K -407 -13%
CIA
482
Capital Impact Advisors
Massachusetts
$328K -$143K -1,247 -31%
Tokio Marine Asset Management
483
Tokio Marine Asset Management
Japan
$324K +$13.2K +115 +4%
OMIC
484
Old Mission Investment Co
Michigan
$321K – – –
Great Valley Advisor Group
485
Great Valley Advisor Group
Delaware
$320K +$343 +3 +0.1%
GAM
486
Grandview Asset Management
Pennsylvania
$319K – – –
FRM
487
Fox Run Management
Connecticut
$318K +$304K +2,653 New
Stephens Inc
488
Stephens Inc
Arkansas
$317K -$12.4K -108 -4%
MFAM
489
Motley Fool Asset Management
Virginia
$316K -$23.9K -209 -7%
BWAM
490
Boyd Watterson Asset Management
Ohio
$316K +$302K +2,640 New
Compagnie Lombard Odier SCmA
491
Compagnie Lombard Odier SCmA
Switzerland
$316K +$95.4K +834 +46%
HBK Sorce Advisory
492
HBK Sorce Advisory
Pennsylvania
$316K +$302K +2,642 New
Veritable
493
Veritable
Delaware
$316K +$301K +2,634 New
FTDI
494
First Trust Direct Indexing
Massachusetts
$314K +$300K +2,619 New
HB Wealth Management
495
HB Wealth Management
Georgia
$313K +$299K +2,609 New
FWM
496
FFT Wealth Management
Pennsylvania
$312K – – –
Exchange Traded Concepts
497
Exchange Traded Concepts
Oklahoma
$312K -$68.7K -600 -19%
NewEdge Wealth
498
NewEdge Wealth
Pennsylvania
$312K -$39.1K -342 -12%
Integrated Wealth Concepts
499
Integrated Wealth Concepts
Massachusetts
$304K +$915 +8 +0.3%
PCC
500
Park Circle Company
Maryland
$299K – – –