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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
401
Integrated Wealth Concepts
Massachusetts
$322K +$320K +5,267 New
PGFC
402
Peapack-Gladstone Financial Corp
New Jersey
$319K +$7.42K +122 +2%
ASN
403
Advisory Services Network
Georgia
$315K -$33.1K -544 -10%
AO
404
Advisor OS
Illinois
$313K +$93.1K +1,530 +43%
GA
405
GoalVest Advisory
New York
$311K – – –
RFC
406
Regions Financial Corp
Alabama
$311K -$24.3K -400 -7%
ALAM
407
Asahi Life Asset Management
Japan
$304K +$303K +4,980 New
WAC
408
William Allan Corp
Colorado
$302K – – –
TC
409
TownSquare Capital
Utah
$301K -$912 -15 -0.3%
TMAM
410
Tokio Marine Asset Management
Japan
$301K – – –
MAS
411
Meeder Advisory Services
Ohio
$300K +$299K +4,916 New
TAM
412
Tocqueville Asset Management
New York
$299K – – –
PA
413
Parallel Advisors
California
$297K +$99.1K +1,629 +50%
API
414
Advisor Partners II
California
$294K +$21K +346 +8%
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$289K -$126K -2,068 -30%
BDF
416
Black Diamond Financial
Maryland
$289K – – –
HIS
417
Horizon Investment Services
Indiana
$287K -$39.8K -654 -12%
SC
418
Savant Capital
Illinois
$285K +$60.3K +992 +27%
CTC
419
Central Trust Company
Missouri
$285K +$1.7K +28 +0.6%
RFM
420
Royal Fund Management
Florida
$283K +$791 +13 +0.3%
IWM
421
Integris Wealth Management
California
$279K – – –
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$279K +$19.3K +318 +7%
MIA
423
MainStreet Investment Advisors
Illinois
$279K -$15.1K -248 -5%
DWM
424
Dakota Wealth Management
Florida
$275K -$27.6K -453 -9%
JIC
425
Johnson Investment Counsel
Ohio
$275K +$2.49K +41 +0.9%