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LPL Financial

Name Holding Trade Value Shares
Change
Change in
Stake
OSIA
301
O'Shares Investment Advisers
Massachusetts
$650K +$33.1K +190 +6%
IAA
302
Independent Advisor Alliance
North Carolina
$649K -$8.53K -49 -1%
RWM
303
Ritholtz Wealth Management
New York
$641K +$43.2K +248 +8%
PAS
304
Park Avenue Securities
New York
$638K +$150K +863 +33%
PCM
305
Prelude Capital Management
New York
$631K +$378K +2,169 +169%
IWA
306
Intercontinental Wealth Advisors
Texas
$630K +$5.22K +30 +0.9%
AIC
307
Archer Investment Corporation
Indiana
$623K +$594K +3,410 New
KFP
308
KB Financial Partners
New Jersey
$622K +$56.1K +322 +10%
CG
309
Colony Group
Massachusetts
$622K +$593K +3,407 New
BFS
310
Bickling Financial Services
Massachusetts
$619K +$697 +4 +0.1%
Manulife (Manufacturers Life Insurance)
311
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$619K +$84.5K +485 +17%
GT
312
Glenview Trust
Kentucky
$614K +$20.2K +116 +4%
LG
313
Leuthold Group
Minnesota
$606K – – –
SG
314
Stonnington Group
California
$601K +$522K +3,000 New
IIC
315
Ironwood Investment Counsel
Arizona
$568K -$65.3K -375 -11%
WWM
316
Western Wealth Management
Colorado
$558K +$270K +1,553 +103%
IIC
317
Integrated Investment Consultants
Michigan
$535K +$33.1K +190 +7%
AA
318
ALPS Advisors
Colorado
$505K +$40.1K +230 +9%
QCM
319
Quantinno Capital Management
New York
$501K +$63.6K +365 +15%
CFB
320
Cullen/Frost Bankers
Texas
$493K – – –
Mercer Global Advisors
321
Mercer Global Advisors
Colorado
$484K +$462K +2,652 New
LWAC
322
Laurel Wealth Advisors (California)
California
$480K – – –
HWMA
323
Heritage Wealth Management (Arizona)
Arizona
$479K +$456K +2,620 New
SWP
324
Stratos Wealth Partners
Ohio
$476K +$68.4K +393 +18%
SS
325
Simplicity Solutions
Minnesota
$467K +$445K +2,556 New