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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
576
Westside Investment Management
California
$413K – – –
VI
577
Versor Investments
New York
$412K -$2.83M -14,409 -88%
UCFA
578
United Capital Financial Advisors
Texas
$411K +$25.9K +132 +7%
MWM
579
Modern Wealth Management
Kansas
$408K +$32.8K +167 +9%
APP
580
Avantax Planning Partners
Iowa
$406K -$9.41K -48 -2%
WFI
581
West Family Investments
California
$403K -$3.33K -17 -0.9%
BFWA
582
Benchmark Financial Wealth Advisors
Florida
$402K +$23.9K +122 +7%
BJL
583
Brighton Jones LLC
Washington
$401K +$90.8K +463 +31%
PWM
584
Perigon Wealth Management
California
$398K +$32.6K +166 +10%
JF
585
Joule Financial
Kentucky
$398K +$1.37K +7 +0.4%
ETC
586
Exchange Traded Concepts
Oklahoma
$397K -$80.8K -412 -18%
QWM
587
Quadcap Wealth Management
Texas
$394K +$375K +1,912 New
PWA
588
PCG Wealth Advisors
Kansas
$389K – – –
AS
589
Altshuler Shaham
Israel
$387K -$171K -873 -32%
CIA
590
Concurrent Investment Advisors
Florida
$385K -$4.12K -21 -1%
FDDB
591
Fidelity D&D Bancorp
Pennsylvania
$383K +$42.6K +217 +13%
GS
592
GTS Securities
Florida
$382K -$338K -1,726 -48%
GM
593
GeoWealth Management
Illinois
$382K -$681K -3,472 -65%
MFG
594
MidWestOne Financial Group
Iowa
$382K – – –
CWM
595
Connecticut Wealth Management
Connecticut
$381K -$12.6K -64 -3%
WLG
596
Williamson Legacy Group
Indiana
$379K +$360K +1,838 New
FFM
597
Forum Financial Management
Illinois
$377K +$196 +1 +0.1%
CI
598
CX Institutional
Indiana
$376K +$106K +540 +42%
WI
599
WBI Investments
New Jersey
$376K +$357K +1,821 New
VSQM
600
V-Square Quantitative Management
Illinois
$373K -$78.8K -402 -18%