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Name Holding Trade Value Shares
Change
Change in
Stake
EI
351
Ethic Inc
New York
$652K +$104K +2,060 +20%
SPC
352
Sigma Planning Corp
Michigan
$646K +$77.1K +1,522 +14%
MA
353
Modus Advisors
Minnesota
$644K – – –
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$642K +$611K +12,061 New
HCS
355
Himension Capital (Singapore)
Singapore
$639K -$107K -2,119 -15%
VA
356
VestGen Advisors
Illinois
$633K +$235K +4,638 +64%
P8IP
357
Pier 88 Investment Partners
California
$623K +$593K +11,700 New
YWM
358
Yukon Wealth Management
Kansas
$618K +$588K +11,599 New
WAP
359
Wealthcare Advisory Partners
Pennsylvania
$615K +$148K +2,923 +34%
IAA
360
Independent Advisor Alliance
North Carolina
$614K +$100K +1,973 +21%
IAS
361
Insigneo Advisory Services
Florida
$612K +$227K +4,473 +64%
EPW
362
Evolve Private Wealth
California
$611K +$582K +11,478 New
Nisa Investment Advisors
363
Nisa Investment Advisors
Missouri
$611K -$132K -2,614 -19%
Royal London Asset Management
364
Royal London Asset Management
United Kingdom
$608K – – –
LFS
365
Littlejohn Financial Services
Oregon
$607K +$577K +11,393 New
FAOAI
366
Fund Advisors of America Inc
Florida
$605K -$203 -4 -0%
AWM
367
AE Wealth Management
Kansas
$604K -$71.2K -1,404 -11%
N
368
Natixis
France
$603K -$4.01M -79,118 -87%
KF
369
KKM Financial
Illinois
$597K +$830K +16,379 New
MA
370
MONECO Advisors
Connecticut
$596K +$28.3K +559 +5%
PHWM
371
Pine Harbor Wealth Management
Maryland
$596K – – –
VAM
372
Verity Asset Management
North Carolina
$593K -$314K -6,188 -36%
TWC
373
TD Waterhouse Canada
Ontario, Canada
$591K +$55.6K +1,097 +11%
SCM
374
Sterling Capital Management
North Carolina
$588K +$446K +8,794 +391%
KWM
375
Kingsview Wealth Management
Oregon
$583K +$75.1K +1,482 +16%