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Name Holding Trade Value Shares
Change
Change in
Stake
AO
426
Advisor OS
Illinois
$872K +$202K +578 +29%
ET
427
Equitable Trust
Tennessee
$870K -$78.5K -225 -8%
BPA
428
Beacon Pointe Advisors
California
$861K +$875K +2,507 New
HA
429
Harbor Advisors
Florida
$859K – – –
PP
430
Prudential plc
United Kingdom
$858K -$4.54K -13 -0.5%
NMIMC
431
Northwestern Mutual Investment Management Company
Wisconsin
$855K -$1.4K -4 -0.2%
DI
432
DFPG Investments
Utah
$847K -$155K -444 -17%
CNBT
433
Canandaigua National Bank & Trust
New York
$847K -$293K -839 -25%
MWM
434
MorganRosel Wealth Management
Colorado
$836K -$2.79K -8 -0.3%
AWM
435
Accurate Wealth Management
Florida
$829K -$36.3K -104 -4%
Wealthfront Advisers
436
Wealthfront Advisers
California
$827K +$46K +132 +6%
KCM
437
Kendall Capital Management
Maryland
$804K +$525K +1,505 +180%
MSAM
438
Moloney Securities Asset Management
Missouri
$787K +$798K +2,289 New
SCA
439
Snowden Capital Advisors
New York
$786K +$41.9K +120 +6%
WAM
440
Wolverine Asset Management
Illinois
$784K +$41.9K +120 +6%
SC
441
Sonen Capital
California
$765K – – –
FFG
442
Fortem Financial Group
California
$761K +$366K +1,049 +90%
SP
443
Symmetry Partners
Connecticut
$757K – – –
CC
444
Chicago Capital
Illinois
$756K – – –
IWC
445
Integrated Wealth Concepts
Massachusetts
$754K – – –
RCA
446
Resonant Capital Advisors
Wisconsin
$749K +$4.54K +13 +0.6%
VIM
447
Vinva Investment Management
Australia
$745K -$2.28M -6,538 -75%
KWA
448
Kingswood Wealth Advisors
California
$741K +$752K +2,157 New
AWM
449
Avitas Wealth Management
California
$737K -$23.4K -67 -3%
BCV
450
Banque Cantonale Vaudoise
Switzerland
$732K -$24.1K -69 -3%