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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
851
Next Capital Management
New York
$131K
AF
852
Advisornet Financial
Minnesota
$130K +$5.78K +25 +5%
TL
853
TrueWealth LLC
Georgia
$129K
LC
854
Lindbrook Capital
California
$128K -$40.9K -177 -26%
OIA
855
Optimum Investment Advisors
Illinois
$124K +$46.2K +200 +73%
FAM
856
Fred Alger Management
New York
$122K -$4.85K -21 -4%
OWD
857
Osborn Williams & Donohoe
Ohio
$122K +$109K +470 New
AssetMark Inc
858
AssetMark Inc
California
$116K +$10.4K +45 +11%
SLF
859
Sun Life Financial
Ontario, Canada
$115K -$63.1K -273 -38%
YWP
860
YorkBridge Wealth Partners
New York
$111K
SIAS
861
Shine Investment Advisory Services
Colorado
$107K -$105K -455 -53%
NL
862
NVWM LLC
Pennsylvania
$105K
QCG
863
Quadrant Capital Group
Ohio
$105K +$30.5K +132 +43%
LFA
864
Legacy Financial Advisors
Kentucky
$104K -$9.94K -43 -10%
CBT
865
Capital Bank & Trust
California
$101K -$26.6K -115 -23%
PCP
866
Proficio Capital Partners
Massachusetts
$101K +$58.7K +254 +194%
CF
867
Centaurus Financial
California
$101K +$89K +385 New
AA
868
Advisory Alpha
Michigan
$100K +$96.1K +416 New
ADL
869
Asset Dedication LLC
California
$100K
PFBT
870
Parkside Financial Bank & Trust
Missouri
$99K -$3.47K -15 -4%
HIIFS
871
Harel Insurance Investments & Financial Services
Israel
$97K +$85.5K +370 New
CAPTRUST Financial Advisors
872
CAPTRUST Financial Advisors
North Carolina
$96K -$23.8K -103 -22%
SFSIG
873
San Francisco Sentry Investment Group
California
$91K -$231 -1 -0.3%
SNT
874
Security National Trust
West Virginia
$91K +$80.9K +350 New
BWM
875
BerganKDV Wealth Management
Minnesota
$88K