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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$9K – – –
BGIM
227
Brandywine Global Investment Management
Pennsylvania
$9K +$8.96K +138 New
AF
228
Allworth Financial
California
$8K -$2.08K -32 -20%
Lazard Asset Management
229
Lazard Asset Management
New York
$8K +$8.9K +137 New
LIA
230
LS Investment Advisors
Michigan
$7K – – –
PMFA
231
Plante Moran Financial Advisors
Michigan
$6K – – –
ACS
232
Archford Capital Strategies
Illinois
$4K – – –
C
233
Cerebellum
California
$3K -$390 -6 -12%
IA
234
IFP Advisors
Florida
$3K – – –
IFAM
235
Institutional & Family Asset Management
Colorado
$3K – – –
VFA
236
Valeo Financial Advisors
Indiana
$3K – – –
WAP
237
Wealthcare Advisory Partners
Pennsylvania
$3K – – –
FRA
238
Front Row Advisors
California
$3K +$65 +1 +2%
EARNEST Partners
239
EARNEST Partners
Georgia
$2K – – –
GAM
240
Gemmer Asset Management
California
$2K – – –
IAS
241
IMA Advisory Services
Colorado
$2K – – –
OWA
242
One Wealth Advisors
California
$2K – – –
AssetMark Inc
243
AssetMark Inc
California
$2K +$1.3K +20 +333%
AC
244
Avestar Capital
New York
$1K +$844 +13 +72%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$1K +$974 +15 New
SGA
246
Strategic Global Advisors
California
– -$11.2M -176,400 Closed
Two Sigma Investments
247
Two Sigma Investments
New York
– -$1.95M -30,699 Closed
ECM
248
ETrade Capital Management
Virginia
– -$934K -14,748 Closed
SCC
249
Spring Creek Capital
Kansas
– -$389K -6,141 Closed
Commonwealth Equity Services
250
Commonwealth Equity Services
Massachusetts
– -$309K -4,875 Closed