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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
576
Capital Investment Advisors
Georgia
$864K -$247K -20,416 -24%
BFG
577
Bleakley Financial Group
New Jersey
$863K +$21.3K +1,755 +3%
WAP
578
Wealthcare Advisory Partners
Pennsylvania
$852K -$87.5K -7,218 -10%
CAM
579
Cidel Asset Management
Ontario, Canada
$847K -$315 -26 -0%
SYBT
580
Stock Yards Bank & Trust
Kentucky
$843K +$28K +2,308 +4%
IMCOOI
581
Investment Management Corp of Ontario (IMCO)
Canada
$842K -$343K -28,300 -31%
IIM
582
InTrack Investment Management
Vermont
$842K -$95.8K -7,900 -11%
Envestnet Portfolio Solutions
583
Envestnet Portfolio Solutions
Illinois
$842K +$23.5K +1,942 +3%
MAS
584
Meeder Advisory Services
Ohio
$839K +$65.2K +5,382 +9%
KWA
585
Kingswood Wealth Advisors
California
$837K +$75.4K +6,222 +11%
KFS
586
Keynote Financial Services
Connecticut
$836K +$763K +62,926 New
EDRIA
587
Edmonds Duncan Registered Investment Advisors
Kansas
$829K +$5.36K +442 +0.7%
JCM
588
Jacobi Capital Management
Pennsylvania
$828K +$7.86K +648 +1%
APP
589
Avantax Planning Partners
Iowa
$825K -$738K -60,897 -49%
FRM
590
Fox Run Management
Connecticut
$822K +$315K +25,972 +72%
CCM
591
Coldstream Capital Management
Washington
$817K +$117K +9,666 +19%
ACM
592
AlphaStar Capital Management
North Carolina
$816K +$256K +21,135 +52%
IFWM
593
Institute for Wealth Management
Colorado
$812K +$1.26K +104 +0.2%
FPAS
594
Focus Partners Advisor Solutions
Missouri
$812K +$514K +42,384 +226%
LCM
595
Lazari Capital Management
California
$811K +$2.01K +166 +0.3%
IA
596
Insight Advisors
Pennsylvania
$810K +$73 +6 +0%
GVAG
597
Great Valley Advisor Group
Delaware
$810K -$110K -9,096 -13%
CIAS
598
Capital Investment Advisory Services
North Carolina
$808K -$6.07K -501 -0.8%
Lazard Asset Management
599
Lazard Asset Management
New York
$805K -$1.95M -160,661 -73%
OPA
600
Old Port Advisors
Maine
$801K -$73 -6 -0%