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Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Pinnacle Associates
New York
$660K
Cetera Investment Advisers
502
Cetera Investment Advisers
Illinois
$659K +$626K +7,491 New
SM
503
SG3 Management
Puerto Rico
$659K +$626K +7,500 New
LWA
504
Lenox Wealth Advisors
New York
$658K -$50.5K -605 -7%
LNC
505
Lincoln National Corp
Pennsylvania
$657K +$10.8K +129 +2%
LIP
506
Liontrust Investment Partners
United Kingdom
$650K +$618K +7,400 New
VAG
507
VisionPoint Advisory Group
Texas
$645K +$613K +7,343 New
YIH
508
Y-Intercept (HK)
Hong Kong
$628K +$586K +7,011 New
FI
509
FormulaFolio Investments
Michigan
$626K +$595K +7,127 New
HIIFS
510
Harel Insurance Investments & Financial Services
Israel
$622K +$75.3K +902 +69%
BWP
511
BSW Wealth Partners
Colorado
$621K
HP
512
Holowesko Partners
Bahamas
$615K
NFG
513
Next Financial Group
Texas
$607K -$32.6K -390 -5%
IA
514
IFP Advisors
Florida
$604K +$80.1K +959 +16%
MVP
515
Miller Value Partners
Florida
$598K -$326K -3,900 -36%
SAM
516
Sompo Asset Management
Japan
$592K
TIAM2
517
Tru Independence Asset Management 2
Oregon
$587K +$557K +6,674 New
Fayez Sarofim & Co
518
Fayez Sarofim & Co
Texas
$573K +$224K +2,684 +70%
CI
519
Cavalier Investments
Georgia
$571K
FFG
520
Fortem Financial Group
California
$570K -$48.5K -581 -8%
9WM
521
9258 Wealth Management
Ohio
$561K -$33.8K -405 -6%
VCA
522
Verdence Capital Advisors
Maryland
$560K -$33.4K -400 -6%
MIP
523
Marietta Investment Partners
Wisconsin
$560K +$64.5K +772 +14%
KWM
524
Kingsview Wealth Management
Oregon
$550K -$30.4K -364 -6%
KFA
525
Kelleher Financial Advisors
New York
$539K -$142K -1,700 -22%