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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
326
Golden State Wealth Management
California
$496K – – –
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$491K +$87.9K +1,220 +21%
SFG
328
SNS Financial Group
Minnesota
$490K -$72.2K -1,003 -13%
CIBC Asset Management
329
CIBC Asset Management
Ontario, Canada
$479K – – –
HCC
330
Hirtle Callaghan & Co
Pennsylvania
$475K +$117K +1,622 +31%
FBT
331
First Bankers Trust
Kentucky
$474K – – –
Asset Management One
332
Asset Management One
Japan
$470K – – –
Lazard Asset Management
333
Lazard Asset Management
New York
$465K +$40.6K +564 +9%
CANY
334
Caxton Associates (New York)
New York
$460K +$127K +1,766 +37%
YIH
335
Y-Intercept (HK)
Hong Kong
$459K +$474K +6,580 New
TI
336
Trexquant Investment
Connecticut
$449K -$979K -13,594 -68%
6F
337
626 Financial
Michigan
$447K – – –
T
338
TCWP
Ohio
$442K +$457K +6,351 New
SWP
339
Stratos Wealth Partners
Ohio
$437K -$2.95K -41 -0.7%
CAN
340
Cetera Advisor Networks
California
$437K +$13.3K +184 +3%
BRWA
341
B. Riley Wealth Advisors
Florida
$435K +$210K +2,913 +88%
BFA
342
BMS Financial Advisors
South Dakota
$432K +$26.9K +374 +6%
LWAC
343
Laurel Wealth Advisors (California)
California
$424K -$13.3K -184 -3%
CA
344
Cetera Advisors
Colorado
$411K +$6.92K +96 +2%
RJT
345
Raymond James Trust
Florida
$407K +$31.7K +440 +8%
SWM
346
Stockman Wealth Management
Montana
$391K – – –
DADC
347
D.A. Davidson & Co
Montana
$388K +$39.7K +551 +11%
SCA
348
Snowden Capital Advisors
New York
$388K +$42.8K +594 +12%
Vanguard Personalized Indexing Management
349
Vanguard Personalized Indexing Management
California
$385K +$10.1K +140 +3%
BFS
350
Bradley Foster & Sargent
Connecticut
$383K +$395K +5,488 New