We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
401
Lehman & Derafelo Financial Resources
Pennsylvania
$424K
AP
402
Advisor Partners
California
$421K +$56.8K +10,261 +17%
MFG
403
MidWestOne Financial Group
Iowa
$420K +$382K +69,022 New
WPIC
404
White Pine Investment Company
Michigan
$414K -$19.3K -3,478 -5%
FMWA
405
Forvis Mazars Wealth Advisors
Missouri
$412K +$27.7K +4,993 +8%
ASN
406
Advisory Services Network
Georgia
$409K -$105K -18,872 -22%
ALAM
407
Asahi Life Asset Management
Japan
$408K +$372K +67,150 New
TF
408
TIAA FSB
Florida
$405K +$115K +20,853 +46%
IAIM
409
International Assets Investment Management
Florida
$400K -$73.7K -13,301 -13%
BAS
410
Brown Advisory Securities
Maryland
$400K -$12.7K -2,300 -4%
BBA
411
BLB&B Advisors
Pennsylvania
$398K -$224K -40,386 -38%
GWS
412
Glassman Wealth Services
Virginia
$397K +$3.22K +581 +0.9%
WAP
413
Wealthcare Advisory Partners
Pennsylvania
$397K +$17.8K +3,215 +5%
VFA
414
Valeo Financial Advisors
Indiana
$395K -$110K -19,903 -23%
NFG
415
Nations Financial Group
Iowa
$392K -$4.71K -850 -1%
TCM
416
Twin Capital Management
Pennsylvania
$383K +$349K +62,950 New
CWS
417
Cypress Wealth Services
California
$382K -$17.3K -3,121 -5%
BCM
418
Brookstone Capital Management
Illinois
$382K -$15K -2,705 -4%
GF
419
Gabelli Funds
New York
$377K
KA
420
Kovack Advisors
Florida
$376K -$4.93K -890 -1%
EDRIA
421
Edmonds Duncan Registered Investment Advisors
Kansas
$376K
JWCA
422
J.W. Cole Advisors
Florida
$375K +$341K +61,626 New
CAM
423
Columbia Asset Management
Michigan
$372K +$59.7K +10,780 +21%
BPA
424
Beacon Pointe Advisors
California
$367K +$199K +35,949 +149%
NSEDCP
425
NJ State Employees Deferred Compensation Plan
New Jersey
$365K