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Name Holding Trade Value Shares
Change
Change in
Stake
OMC
201
Old Mission Capital
Illinois
$673K +$705K +16,529 New
MIS
202
Morningstar Investment Services
Illinois
$662K +$57.5K +1,348 +9%
SS
203
Sunbelt Securities
Texas
$662K +$693K +16,259 New
UAS
204
United Asset Strategies
New York
$632K -$8.14K -191 -1%
AAM
205
AR Asset Management
California
$627K -$92.5K -2,170 -12%
GAM
206
Griffin Asset Management
New York
$622K -$35.8K -839 -5%
AP
207
Advisor Partners
California
$621K -$29K -680 -5%
IIM
208
Ipswich Investment Management
Massachusetts
$619K -$42.9K -1,005 -6%
AT
209
Arden Trust
Delaware
$619K +$171 +4 +0%
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$608K +$39.4K +923 +7%
LPL Financial
211
LPL Financial
California
$606K -$3.58K -84 -0.6%
BO
212
BRR OpCo
Ohio
$586K +$1.24K +29 +0.2%
FTUS
213
Flow Traders U.S.
New York
$585K -$807K -18,916 -57%
FA
214
FDx Advisors
Illinois
$584K -$53.2K -1,248 -8%
B
215
Baird
Wisconsin
$550K -$879K -20,608 -60%
SEI Investments
216
SEI Investments
Pennsylvania
$550K +$575K +13,480 New
AIA
217
Avalon Investment & Advisory
Texas
$546K +$45.7K +1,071 +9%
PA
218
Pinnacle Associates
New York
$541K -$10.5K -247 -2%
HA
219
Hamel Associates
New Jersey
$536K -$299K -7,022 -35%
CCA
220
Checchi Capital Advisers
California
$531K +$71.2K +1,669 +15%
IC
221
Intersect Capital
California
$518K +$543K +12,731 New
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$517K -$300K -7,033 -36%
BPBT
223
Boston Private Bank & Trust
Massachusetts
$497K -$1.12M -26,281 -68%
SW
224
SVB Wealth
Massachusetts
$497K +$521K +12,215 New
OC
225
Oppenheimer & Co
New York
$496K +$16.1K +377 +3%