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Name Holding Trade Value Shares
Change
Change in
Stake
BF
476
BOK Financial
Oklahoma
$251K -$1.2M -82,325 -84%
BFA
477
Beacon Financial Advisory
Ohio
$251K +$31.2K +2,140 +16%
SXL
478
Summit X LLC
Missouri
$249K +$221K +15,183 New
BBA
479
BLB&B Advisors
Pennsylvania
$247K +$220K +15,081 New
GC
480
Gilbert & Cook
Iowa
$246K +$35.6K +2,441 +20%
E
481
Ergoteles
New York
$244K -$558K -38,312 -72%
PWPS
482
Pinnacle Wealth Planning Services
Ohio
$242K +$4.73K +325 +2%
CFA
483
Carroll Financial Associates
North Carolina
$238K -$36.4K -2,499 -15%
LGA
484
Lebenthal Global Advisors
New York
$238K +$212K +14,563 New
XWM
485
Xcel Wealth Management
Florida
$237K
MIAN
486
Mariner Independent Advisor Network
Kansas
$237K +$210K +14,444 New
Vanguard Personalized Indexing Management
487
Vanguard Personalized Indexing Management
California
$235K -$19K -1,302 -8%
MFG
488
Menard Financial Group
Texas
$234K -$28K -1,920 -12%
AIP
489
Ameritas Investment Partners
Nebraska
$233K -$27.1K -1,863 -12%
RJT
490
Raymond James Trust
Florida
$232K +$10.4K +713 +5%
Lazard Asset Management
491
Lazard Asset Management
New York
$229K
WA
492
Winfield Associates
Ohio
$229K
MOS
493
MGO One Seven
Ohio
$228K +$175 +12 +0.1%
WDC
494
Woodward Diversified Capital
California
$226K +$200K +13,756 New
CIBC World Market
495
CIBC World Market
Ontario, Canada
$225K -$1.59M -108,883 -89%
QSS
496
Quantitative Systematic Strategies
Florida
$224K +$39K +2,679 +24%
FMLI
497
Fukoku Mutual Life Insurance
Japan
$223K
IA
498
IndexIQ Advisors
New York
$223K +$92.7K +6,367 +88%
Cetera Investment Advisers
499
Cetera Investment Advisers
Illinois
$222K +$197K +13,537 New
FF
500
FourThought Financial
Florida
$222K +$197K +13,541 New