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Name Holding Trade Value Shares
Change
Change in
Stake
KF
651
Krilogy Financial
Missouri
$785K -$1.1M -4,005 -60%
EI
652
Ethic Inc
New York
$780K +$171K +624 +31%
PA
653
Paragon Advisors
Texas
$777K +$117K +426 +19%
S
654
SignatureFD
Georgia
$763K -$5.49K -20 -0.8%
Jennison Associates
655
Jennison Associates
New York
$763K +$414K +1,508 +141%
TW
656
Transform Wealth
Colorado
$746K +$77.9K +284 +13%
TWI
657
Thomas White International
Illinois
$740K
WA
658
Wambolt & Associates
Colorado
$735K +$232K +844 +52%
BFA
659
Beacon Financial Advisory
Ohio
$726K
AIIMS
660
Analyst IMS Investment Management Services
Israel
$726K +$672K +2,450 New
ISWM
661
Independent Solutions Wealth Management
New York
$720K +$8.23K +30 +1%
SWP
662
Stratos Wealth Partners
Ohio
$720K +$20K +73 +3%
CBN
663
Cadence Bank NA
Texas
$716K -$18.9K -69 -3%
RCM
664
RB Capital Management
Nevada
$711K +$274 +1 +0%
GW
665
GW & Wade
Massachusetts
$710K -$12.9K -47 -2%
CCA
666
Checchi Capital Advisers
California
$705K +$63.1K +230 +11%
II
667
Ibex Investors
Colorado
$705K +$653K +2,379 New
SCA
668
Snowden Capital Advisors
New York
$692K -$82.8K -302 -11%
CLOS
669
Compagnie Lombard Odier SCmA
Switzerland
$682K -$257K -937 -29%
NIM
670
NuWave Investment Management
New Jersey
$682K +$440K +1,605 +208%
PI
671
Pettee Investors
Connecticut
$681K -$68.6K -250 -10%
LWS
672
Lucia Wealth Services
California
$680K -$31K -113 -5%
Loomis, Sayles & Company
673
Loomis, Sayles & Company
Massachusetts
$662K +$587K +2,138 +2,182%
WS
674
Wedbush Securities
California
$661K +$30.4K +111 +5%
VWM
675
Venturi Wealth Management
Texas
$661K +$225K +820 +58%