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Name Holding Trade Value Shares
Change
Change in
Stake
FTIOP
501
Fiduciary Trust International of Pennsylvania
Pennsylvania
$864K -$75K -6,650 -8%
EM
502
Excalibur Management
Massachusetts
$860K -$47.3K -4,195 -6%
NFG
503
Nations Financial Group
Iowa
$854K +$7.05K +625 +0.9%
RIA
504
Regal Investment Advisors
Michigan
$851K -$40.8K -3,618 -5%
KC
505
Kepos Capital
New York
$848K +$799K +70,808 New
ASN
506
Advisory Services Network
Georgia
$847K +$52.2K +4,630 +7%
LWAC
507
Laurel Wealth Advisors (California)
California
$846K +$82K +7,273 +11%
HHC
508
Hutchin Hill Capital
New York
$843K +$161K +14,300 +25%
SWM
509
SVA Wealth Management
Wisconsin
$839K -$98.7K -8,750 -11%
JSL
510
JT Stratford LLC
Georgia
$828K +$111K +9,848 +17%
BFEC
511
Benjamin F. Edwards & Company
Missouri
$823K +$100K +8,901 +15%
IAA
512
Independent Advisor Alliance
North Carolina
$821K -$92.1K -8,168 -11%
WG
513
Winton Group
United Kingdom
$819K -$153K -13,551 -17%
DA
514
Denali Advisors
California
$816K -$3.42M -303,377 -82%
KA
515
Kovack Advisors
Florida
$812K +$45.7K +4,048 +6%
CIM
516
CenturyLink Investment Management
Colorado
$792K +$35.9K +3,185 +5%
CWM
517
Cornerstone Wealth Management
Missouri
$783K -$40.7K -3,610 -5%
Victory Capital Management
518
Victory Capital Management
Texas
$773K -$32.2K -2,859 -4%
UFG
519
United Fire Group
Iowa
$768K
FAM
520
Formidable Asset Management
Ohio
$758K -$107K -9,450 -13%
HCM
521
Hollencrest Capital Management
California
$752K -$2.03K -180 -0.3%
CCP
522
Clarkston Capital Partners
Michigan
$748K
BWAM
523
Boyd Watterson Asset Management
Ohio
$738K -$13.4K -1,190 -2%
BCMO
524
Buckingham Capital Management (Ohio)
Ohio
$734K -$65.7K -5,826 -9%
Fiera Capital (Canada)
525
Fiera Capital (Canada)
Quebec, Canada
$733K +$175K +15,500 +34%