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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
151
Iams Wealth Management
Nebraska
$381K +$153K +5,270 +51%
AI
152
Atria Investments
North Carolina
$374K +$44K +1,520 +11%
ASN
153
Advisory Services Network
Georgia
$365K -$157K -5,404 -26%
MWM
154
Manske Wealth Management
Texas
$360K +$429K +14,815 New
YCM
155
Yousif Capital Management
Michigan
$360K
STA
156
Summit Trail Advisors
New York
$354K +$206K +7,116 +95%
Mitsubishi UFJ Asset Management
157
Mitsubishi UFJ Asset Management
Japan
$354K -$13.2K -455 -3%
HIMC
158
Heritage Investors Management Corp
Maryland
$353K -$13.1K -453 -3%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$345K -$617K -21,291 -60%
UCFA
160
United Capital Financial Advisors
Texas
$342K -$171K -5,914 -30%
MHS
161
M Holdings Securities
Oregon
$341K +$7.53K +260 +2%
AC
162
AXQ Capital
New Jersey
$339K +$404K +13,942 New
EWA
163
EverSource Wealth Advisors
Alabama
$334K +$110K +3,793 +38%
OCM
164
Ovata Capital Management
Hong Kong
$332K
SC
165
Syon Capital
California
$326K +$2.98K +103 +0.8%
AWA
166
Aaron Wealth Advisors
Illinois
$324K -$42.8K -1,477 -10%
Neuberger Berman Group
167
Neuberger Berman Group
New York
$322K -$157K -5,410 -29%
MA
168
Mutual Advisors
Nebraska
$319K +$78.1K +2,695 +26%
SCP
169
Sivia Capital Partners
California
$314K +$82.6K +2,851 +28%
RCM
170
RNC Capital Management
California
$313K +$319 +11 +0.1%
BWP
171
BSW Wealth Partners
Colorado
$312K +$30K +1,036 +9%
PFS
172
Prospera Financial Services
Texas
$309K +$5.65K +195 +2%
AAM
173
Advisors Asset Management
Colorado
$303K -$101K -3,501 -22%
LA
174
LVW Advisors
New York
$288K +$343K +11,856 New
1WA
175
180 Wealth Advisors
Washington
$288K -$27.8K -958 -7%