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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
401
Independent Advisor Alliance
North Carolina
$283K -$13K -219 -4%
APA
402
American Portfolios Advisors
New York
$282K -$14.7K -248 -5%
CIM
403
Contravisory Investment Management
Massachusetts
$281K +$278K +4,694 New
TAM
404
Tocqueville Asset Management
New York
$279K – – –
TA
405
Townsend & Associates
Colorado
$274K +$2.31K +39 +0.8%
UCFA
406
United Capital Financial Advisors
Texas
$264K -$11.5K -194 -4%
MF
407
Magnetar Financial
Illinois
$260K +$260K +4,382 New
TPCW
408
TD Private Client Wealth
New York
$257K +$96.5K +1,629 +60%
RC
409
RegentAtlantic Capital
New Jersey
$257K -$103K -1,739 -29%
FMT
410
First Mercantile Trust
Tennessee
$249K +$249K +4,198 New
CW
411
CreativeOne Wealth
Kansas
$248K – – –
VFA
412
Voya Financial Advisors
Connecticut
$246K -$4.5K -76 -2%
VWA
413
Visionary Wealth Advisors
Illinois
$244K +$243K +4,108 New
MCM
414
Murphy Capital Management
New Jersey
$239K – – –
AIM
415
Anchor Investment Management
South Carolina
$237K – – –
SBSB
416
Sullivan, Bruyette, Speros & Blaney
Virginia
$237K – – –
FIA
417
FNY Investment Advisers
New York
$237K +$237K +4,000 New
MPPLM
418
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$237K +$237K +4,001 New
SFS
419
Sowell Financial Services
Arkansas
$235K -$350K -5,912 -60%
TYCC
420
Texas Yale Capital Corp
Florida
$231K – – –
BA
421
Bridgewater Associates
Connecticut
$230K -$173K -2,928 -43%
Lido Advisors
422
Lido Advisors
California
$230K – – –
AP
423
Advisor Partners
California
$230K +$230K +3,882 New
BBVA
424
Banco Bilbao Vizcaya Argentaria
Spain
$230K +$230K +3,886 New
MCM
425
MAI Capital Management
Ohio
$225K -$60.1K -1,015 -21%