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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
351
CIBC Asset Management
Ontario, Canada
$1.07M +$1.08M +20,474 New
BPA
352
Beacon Pointe Advisors
California
$1.06M -$325K -6,136 -23%
Universal-Beteiligungs- und Servicegesellschaft
353
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.05M -$15M -283,137 -93%
AI
354
AdvisorShares Investments
Maryland
$1.05M -$111K -2,106 -10%
B
355
Bailard
California
$1.05M +$70.2K +1,328 +7%
HWM
356
HB Wealth Management
Georgia
$1.03M +$69.3K +1,310 +7%
PFS
357
Prospera Financial Services
Texas
$1.03M -$1.86M -35,184 -64%
LFS
358
Lighthouse Financial Services
California
$987K – – –
RA
359
RFG Advisory
Alabama
$964K +$93.5K +1,768 +11%
JPWM
360
Jamison Private Wealth Management
Georgia
$963K -$8.57K -162 -0.9%
AWM
361
Apollon Wealth Management
South Carolina
$951K +$84K +1,588 +10%
Envestnet Portfolio Solutions
362
Envestnet Portfolio Solutions
Illinois
$951K +$30.9K +585 +3%
BCM
363
Bayesian Capital Management
New York
$949K +$957K +18,100 New
AF
364
Advisornet Financial
Minnesota
$943K +$899 +17 +0.1%
IWM
365
IHT Wealth Management
Illinois
$942K -$15.9K -301 -2%
QPBE
366
Quintet Private Bank (Europe)
Luxembourg
$928K – – –
HBT
367
Hills Bank & Trust
Iowa
$917K -$140K -2,643 -13%
AAM
368
AMI Asset Management
California
$902K +$10.5K +199 +1%
PGFC
369
Peapack-Gladstone Financial Corp
New Jersey
$897K +$73.5K +1,389 +9%
MFIM
370
Mesirow Financial Investment Management
Illinois
$896K +$688 +13 +0.1%
HPM
371
Hudson Portfolio Management
New York
$889K -$14.3K -270 -2%
FT
372
Fiduciary Trust
Massachusetts
$887K +$106 +2 +0%
IF
373
Intrua Financial
Texas
$884K -$79.4K -1,502 -8%
RFG
374
Range Financial Group
Oregon
$884K +$5.76K +109 +0.7%
IA
375
IFG Advisory
Georgia
$878K +$886K +16,758 New