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Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
351
Beirne Wealth Consulting Services
Connecticut
$775K +$121K +3,750 +21%
BFM
352
Boothbay Fund Management
New York
$751K +$688K +21,317 New
AG
353
Advisor Group
Arizona
$710K -$60.9K -1,887 -9%
NFG
354
Norris Financial Group
South Carolina
$702K +$643K +19,917 New
KWA
355
KCS Wealth Advisory
California
$698K -$452 -14 -0.1%
American Century Companies
356
American Century Companies
Missouri
$694K +$636K +19,699 New
CLOS
357
Compagnie Lombard Odier SCmA
Switzerland
$690K -$2.22M -68,900 -78%
AAM
358
Advisors Asset Management
Colorado
$684K -$8.03K -249 -1%
DCM
359
Dupont Capital Management
Delaware
$673K +$617K +19,110 New
FC
360
FORA Capital
Florida
$670K +$614K +19,015 New
LNWWM
361
Laird Norton Wetherby Wealth Management
California
$665K -$5K -155 -0.8%
Envestnet Asset Management
362
Envestnet Asset Management
Illinois
$660K +$109K +3,370 +22%
AIP
363
Ameritas Investment Partners
Nebraska
$651K +$36.2K +1,121 +6%
II
364
Inspire Investing
Idaho
$646K +$40.2K +1,245 +7%
NA
365
Navellier & Associates
Nevada
$638K +$585K +18,117 New
RIA
366
Realta Investment Advisors
Delaware
$634K -$92.8K -2,877 -13%
GTCM
367
Gyon Technologies Capital Management
New Jersey
$628K +$575K +17,827 New
GWM
368
Geneos Wealth Management
Colorado
$627K -$99.4K -3,080 -15%
CI
369
Cigna Investments
Connecticut
$625K -$5.36K -166 -1%
MIH
370
Meitav Investment House
Israel
$621K +$121K +3,744 +27%
Neuberger Berman Group
371
Neuberger Berman Group
New York
$618K +$3.39K +105 +0.6%
EVM
372
Eaton Vance Management
Massachusetts
$607K +$213K +6,600 +62%
SAM
373
Summit Asset Management
Tennessee
$593K -$110K -3,400 -17%
PFO
374
Pathstone Family Office
New Jersey
$593K +$3.23K +100 +0.6%
OMC
375
Old Mission Capital
Illinois
$581K +$532K +16,502 New