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Name Holding Trade Value Shares
Change
Change in
Stake
WP
401
WealthSource Partners
California
$346K – – –
AII
402
AGF Investments Inc
Ontario, Canada
$343K +$323K +3,366 New
BWM
403
Blossom Wealth Management
California
$342K +$24.5K +255 +8%
RIM
404
Redpoint Investment Management
Australia
$342K +$323K +3,361 New
UF
405
Univest Financial
Pennsylvania
$341K -$32.4K -338 -9%
BCM
406
Brookstone Capital Management
Illinois
$338K +$315K +3,285 New
I
407
INVST
Indiana
$335K – – –
V
408
Veritable
Delaware
$328K -$38.8K -404 -11%
CFG
409
Citizens Financial Group
Rhode Island
$327K -$147K -1,531 -32%
GT
410
Greenleaf Trust
Michigan
$322K +$11.9K +124 +4%
IWM
411
IHT Wealth Management
Illinois
$320K +$1.63K +17 +0.5%
VanEck Associates
412
VanEck Associates
New York
$318K +$41.3K +430 +16%
HWAM
413
Hennion & Walsh Asset Management
New Jersey
$318K +$300K +3,126 New
IC
414
Inverness Counsel
New York
$311K -$68.8K -717 -19%
LSA
415
Leonteq Securities AG
Switzerland
$309K -$202K -2,108 -41%
LS
416
Livforsakringsbolaget Skandia
Sweden
$304K – – –
IA
417
IndexIQ Advisors
New York
$304K +$71.5K +745 +33%
EH
418
EMG Holdings
Connecticut
$301K – – –
SVWAG
419
Sound View Wealth Advisors Group
Georgia
$301K +$14.7K +153 +5%
RSWM
420
Robertson Stephens Wealth Management
California
$300K +$283K +2,952 New
PWP
421
Pursue Wealth Partners
California
$299K +$282K +2,941 New
PI
422
Putnam Investments
Massachusetts
$297K -$32.3M -336,578 -99%
CI
423
Cigna Investments
Connecticut
$295K -$116K -1,205 -29%
AWE
424
Avidian Wealth Enterprises
Texas
$293K +$276K +2,878 New
BSW
425
Buckingham Strategic Wealth
Missouri
$292K +$26.7K +278 +11%