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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
126
Freedom Investment Management
Connecticut
$764K -$25K -2,997 -3%
WS
127
Wedbush Securities
California
$763K +$200K +23,886 +35%
Prudential Financial
128
Prudential Financial
New Jersey
$747K +$84.5K +10,110 +13%
CK
129
Cohen Klingenstein
New York
$746K -$249K -29,750 -25%
HWMA
130
Heritage Wealth Management (Arizona)
Arizona
$700K -$70.8K -8,471 -9%
HFO
131
Heritage Family Offices
Arizona
$700K +$709K +84,803 New
BS
132
Banco Santander
Spain
$693K -$252K -30,140 -26%
CIM
133
Confluence Investment Management
Missouri
$691K +$13.6K +1,623 +2%
SFA
134
Sequoia Financial Advisors
Ohio
$674K +$47K +5,623 +7%
WCM
135
Wallace Capital Management
Texas
$662K -$10.7K -1,279 -2%
AWA
136
Arkadios Wealth Advisors
Georgia
$637K +$18.1K +2,165 +3%
BMSSC
137
B. Metzler seel. Sohn & Co
Germany
$633K -$1.1M -132,004 -63%
FFS
138
Founders Financial Securities
Maryland
$632K +$96.5K +11,552 +18%
AIA
139
AIMZ Investment Advisors
California
$623K -$78.4K -9,375 -11%
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$606K +$16.4K +1,959 +3%
YCM
141
Yousif Capital Management
Michigan
$604K -$40.4K -4,835 -6%
LWAM
142
Legacy Wealth Asset Management
Minnesota
$596K +$14.9K +1,787 +3%
Brown Advisory
143
Brown Advisory
Maryland
$586K +$235K +28,136 +66%
SC
144
Syon Capital
California
$553K -$17 -2 -0%
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$531K +$171K +20,465 +47%
SIA
146
Schechter Investment Advisors
Michigan
$520K +$91.3K +10,921 +21%
AWM
147
Axxcess Wealth Management
California
$515K +$147K +17,569 +39%
GT
148
Glenmede Trust
Pennsylvania
$501K -$593 -71 -0.1%
OIA
149
OneDigital Investment Advisors
Kansas
$490K +$496K +59,315 New
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$489K -$58.5K -6,997 -11%