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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1001
ALPS Advisors
Colorado
$379K -$18.2K -350 -5%
ERWM
1002
Elk River Wealth Management
Colorado
$377K
RIA
1003
Realta Investment Advisors
Delaware
$377K +$337K +6,480 New
CFP
1004
Catalyst Financial Partners
Massachusetts
$376K +$3.64K +70 +1%
VA
1005
Valmark Advisers
Ohio
$374K +$68.2K +1,310 +26%
TAM
1006
Tocqueville Asset Management
New York
$370K -$80.2K -1,540 -19%
AAS
1007
Ameritas Advisory Services
Nebraska
$367K +$309K +5,940 New
RFP
1008
Root Financial Partners
California
$366K -$31.8K -610 -9%
NCFG
1009
New Century Financial Group
New Jersey
$365K +$327K +6,280 New
EH
1010
Equitable Holdings
New York
$363K +$36.4K +700 +13%
FFP
1011
FourThought Financial Partners
Florida
$363K +$1.56K +30 +0.5%
SWM
1012
Shelton Wealth Management
Texas
$361K -$7.29K -140 -2%
GIA
1013
Gateway Investment Advisers
Ohio
$360K -$34.4K -660 -10%
SAG
1014
SageView Advisory Group
California
$360K +$315K +6,050 New
TPI
1015
Trust Point Inc
Wisconsin
$360K +$322K +6,190 New
MBT
1016
Montecito Bank & Trust
California
$360K +$13K +250 +4%
LFA
1017
Legacy Financial Advisors
Kentucky
$358K -$17.2K -330 -5%
PVH
1018
Psagot Value Holdings
Israel
$357K
TWM
1019
Trueblood Wealth Management
Ohio
$356K +$319K +6,130 New
CBFP
1020
Cedar Brook Financial Partners
Ohio
$354K -$6.25K -120 -2%
EWA
1021
Exencial Wealth Advisors
Oklahoma
$353K -$192K -3,680 -38%
SRL
1022
Scientech Research LLC
New Jersey
$352K +$315K +6,060 New
NL
1023
NWAM LLC
Washington
$352K +$3.64K +70 +1%
WAS
1024
Winch Advisory Services
Wisconsin
$350K
CWA
1025
CJM Wealth Advisers
Virginia
$349K