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Name Holding Trade Value Shares
Change
Change in
Stake
BG
476
Bollard Group
Massachusetts
$254K +$175 +12 +0.1%
T
477
TRUADVICE
Florida
$252K +$45.7K +3,137 +26%
BF
478
BOK Financial
Oklahoma
$251K -$1.2M -82,325 -84%
BFA
479
Beacon Financial Advisory
Ohio
$251K +$31.2K +2,140 +16%
SXL
480
Summit X LLC
Missouri
$249K +$221K +15,183 New
BBA
481
BLB&B Advisors
Pennsylvania
$247K +$220K +15,081 New
GC
482
Gilbert & Cook
Iowa
$246K +$35.6K +2,441 +20%
E
483
Ergoteles
New York
$244K -$558K -38,312 -72%
PWPS
484
Pinnacle Wealth Planning Services
Ohio
$242K +$4.73K +325 +2%
CFA
485
Carroll Financial Associates
North Carolina
$238K -$36.4K -2,499 -15%
LGA
486
Lebenthal Global Advisors
New York
$238K +$212K +14,563 New
XWM
487
Xcel Wealth Management
Florida
$237K – – –
MIAN
488
Mariner Independent Advisor Network
Kansas
$237K +$210K +14,444 New
Vanguard Personalized Indexing Management
489
Vanguard Personalized Indexing Management
California
$235K -$19K -1,302 -8%
MFG
490
Menard Financial Group
Texas
$234K -$28K -1,920 -12%
AIP
491
Ameritas Investment Partners
Nebraska
$233K -$27.1K -1,863 -12%
RJT
492
Raymond James Trust
Florida
$232K +$10.4K +713 +5%
Lazard Asset Management
493
Lazard Asset Management
New York
$229K – – –
WA
494
Winfield Associates
Ohio
$229K – – –
MOS
495
MGO One Seven
Ohio
$228K +$175 +12 +0.1%
WDC
496
Woodward Diversified Capital
California
$226K +$200K +13,756 New
CIBC World Market
497
CIBC World Market
Ontario, Canada
$225K -$1.59M -108,883 -89%
QSS
498
Quantitative Systematic Strategies
Florida
$224K +$39K +2,679 +24%
FMLI
499
Fukoku Mutual Life Insurance
Japan
$223K – – –
IA
500
IndexIQ Advisors
New York
$223K +$92.7K +6,367 +88%