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Name Holding Trade Value Shares
Change
Change in
Stake
JF
126
JMN Financial
Ohio
$567K -$68.2K -1,917 -11%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$567K +$91.2K +2,565 +21%
X
128
Xponance
Pennsylvania
$564K +$235K +6,615 +81%
Osaic Holdings
129
Osaic Holdings
Arizona
$549K +$321K +9,014 +167%
HR
130
Hardy Reed
Mississippi
$545K
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$534K +$91.3K +2,567 +22%
MYIA
132
Mount Yale Investment Advisors
Colorado
$512K +$178K +5,007 +59%
AssetMark Inc
133
AssetMark Inc
California
$511K -$1.28K -36 -0.3%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$502K +$161K +4,512 +57%
HF
135
HRT Financial
New York
$500K -$401K -11,272 -46%
OL
136
Optas LLC
Texas
$492K +$3.52K +99 +0.8%
PP
137
PDS Planning
Ohio
$486K -$249 -7 -0.1%
William Blair & Company
138
William Blair & Company
Illinois
$483K +$452K +12,703 New
IAA
139
Independent Advisor Alliance
North Carolina
$482K +$451K +12,677 New
BWA
140
Basecamp Wealth Advisors
Washington
$481K
KeyBank National Association
141
KeyBank National Association
Ohio
$479K +$144K +4,044 +47%
DOA
142
D'Orazio & Associates
Virginia
$477K +$159K +4,457 +55%
MGWM
143
Marks Group Wealth Management
Minnesota
$466K -$138K -3,867 -24%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$455K +$18.3K +515 +4%
AG
145
Ascent Group
Virginia
$451K +$29.6K +833 +8%
AHL
146
Abel Hall LLC
Louisiana
$441K +$5.3K +149 +1%
CCA
147
Checchi Capital Advisers
California
$420K -$27.9K -785 -7%
NWAG
148
Net Worth Advisory Group
Utah
$420K -$1.67K -47 -0.4%
HFS
149
Hantz Financial Services
Michigan
$407K +$10.2K +287 +3%
PWPS
150
Pinnacle Wealth Planning Services
Ohio
$406K +$3.02K +85 +0.8%