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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
226
Lake Street Advisors Group
New Hampshire
$296K +$26.2K +1,833 +11%
BFG
227
Bleakley Financial Group
New Jersey
$294K +$255K +17,851 New
SW
228
Simplicity Wealth
New Jersey
$294K +$255K +17,851 New
P
229
Pitcairn
Pennsylvania
$290K -$31.1K -2,178 -11%
BFEC
230
Benjamin F. Edwards & Company
Missouri
$288K +$26.4K +1,847 +12%
PA
231
Parallel Advisors
California
$286K +$27.7K +1,941 +13%
BPA
232
Beacon Pointe Advisors
California
$283K +$5.78K +405 +2%
LNC
233
Lincoln National Corp
Pennsylvania
$279K -$123K -8,646 -34%
CCA
234
Checchi Capital Advisers
California
$278K +$11.2K +781 +5%
SIC
235
Samalin Investment Counsel
New York
$275K +$14 +1 +0%
Balyasny Asset Management
236
Balyasny Asset Management
Illinois
$275K -$331K -23,187 -58%
AQR Capital Management
237
AQR Capital Management
Connecticut
$272K +$235K +16,491 New
DC
238
Davenport & Co
Virginia
$267K +$47.6K +3,331 +26%
CB
239
Commerce Bank
Missouri
$266K +$230K +16,101 New
FNT
240
First National Trust
Pennsylvania
$264K
FOA
241
Five Oceans Advisors
California
$255K
CP
242
Canopy Partners
Ohio
$252K +$11.6K +812 +6%
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$250K -$10.9K -760 -5%
CC
244
Callan Capital
California
$248K +$68.5K +4,796 +47%
Luther King Capital Management (LKCM)
245
Luther King Capital Management (LKCM)
Texas
$248K -$3.97K -278 -2%
SGI
246
Summit Global Investments
Utah
$246K +$213K +14,908 New
AWM
247
AE Wealth Management
Kansas
$241K -$142K -9,976 -41%
IC
248
IEQ Capital
California
$231K +$20.3K +1,420 +11%
Russell Investments Group
249
Russell Investments Group
United Kingdom
$227K +$38.8K +2,714 +25%
WI
250
WrapManager Inc
California
$225K -$2.97K -208 -2%