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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
501
United Capital Financial Advisors
Texas
$499K -$779K -1,270 -60%
AC
502
AlphaCore Capital
California
$494K +$513K +837 New
VFA
503
Valeo Financial Advisors
Indiana
$488K -$5.52K -9 -1%
Capstone Investment Advisors
504
Capstone Investment Advisors
New York
$485K +$504K +822 New
SFG
505
Synergy Financial Group
California
$482K +$166K +270 +49%
PL
506
Perpetual Ltd
Australia
$477K -$10.4K -17 -2%
CC
507
Centiva Capital
New York
$474K +$493K +804 New
OAM
508
Ostrum Asset Management
France
$474K +$43.5K +71 +10%
Nomura Holdings
509
Nomura Holdings
Japan
$464K +$483K +787 New
MWM
510
Moran Wealth Management
Florida
$445K +$150K +245 +48%
MYAM
511
Meiji Yasuda Asset Management
Japan
$444K +$50.3K +82 +12%
BFG
512
Bleakley Financial Group
New Jersey
$439K +$7.97K +13 +2%
SW
513
Simplicity Wealth
New Jersey
$439K +$7.97K +13 +2%
MAS
514
Meeder Advisory Services
Ohio
$438K +$156K +255 +52%
BCM
515
BluePath Capital Management
Georgia
$435K -$81K -132 -15%
WSFG
516
Wall Street Financial Group
Illinois
$433K +$451K +735 New
FCM
517
Fourpath Capital Management
Oklahoma
$426K -$19K -31 -4%
AAS
518
Avantax Advisory Services
Texas
$423K +$223K +364 +103%
PFM
519
Peak Financial Management
Massachusetts
$422K -$9.2K -15 -2%
Empower Advisory Group
520
Empower Advisory Group
Colorado
$421K +$613 +1 +0.1%
AIM
521
Arcadia Investment Management
Michigan
$413K
HWM
522
HB Wealth Management
Georgia
$412K -$119K -194 -22%
FRM
523
Fox Run Management
Connecticut
$402K -$614K -1,001 -60%
BRWA
524
B. Riley Wealth Advisors
Florida
$392K -$262K -427 -39%
RIM
525
Rakuten Investment Management
Japan
$388K +$152K +248 +60%