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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
1226
Level Four Advisory Services
Texas
$762K +$62.9K +450 +9%
IA
1227
IFP Advisors
Florida
$761K +$782K +5,597 New
WPW
1228
Waldron Private Wealth
Pennsylvania
$754K +$53.8K +385 +8%
CPO
1229
Cerity Partners OCIO
New York
$751K +$78.4K +561 +11%
CBFP
1230
Cedar Brook Financial Partners
Ohio
$750K +$15.2K +109 +2%
WAAG
1231
Wealth Alliance Advisory Group
Kansas
$746K -$91.6K -655 -10%
CI Investments Inc
1232
CI Investments Inc
Ontario, Canada
$741K +$754K +5,394 New
WIA
1233
Wealthstreet Investment Advisors
Texas
$737K -$211K -1,507 -22%
SIG
1234
Sargent Investment Group
Maryland
$736K – – –
RCAG
1235
Rehmann Capital Advisory Group
Michigan
$728K -$74.9K -536 -9%
PL
1236
Perpetual Ltd
Australia
$725K – – –
PNAA
1237
Pictet North America Advisors
Switzerland
$723K +$50.2K +359 +7%
MIH
1238
Madison Investment Holdings
Wisconsin
$716K -$2.17M -15,500 -75%
CA
1239
Cornerstone Advisory
Maryland
$715K -$2.66K -19 -0.4%
FA
1240
Fagan Associates
New York
$713K -$234K -1,677 -24%
TSW
1241
Thompson Siegel & Walmsley
Virginia
$712K – – –
PG
1242
Proffitt & Goodson
Tennessee
$712K +$45.6K +326 +7%
CPIG
1243
Chicago Partners Investment Group
Illinois
$711K +$17.3K +124 +2%
Kovitz Investment Group Partners
1244
Kovitz Investment Group Partners
Illinois
$707K -$1.54K -11 -0.2%
CWM
1245
Cordatus Wealth Management
Pennsylvania
$705K +$104K +741 +17%
PJSIMP
1246
P.J. Schmidt Investment Management (PJS)
Wisconsin
$703K -$78.8K -564 -10%
RA
1247
RFG Advisory
Alabama
$700K -$72.8K -521 -9%
SA
1248
Sicart Associates
New York
$700K – – –
RCM
1249
RB Capital Management
Nevada
$697K -$18.6K -133 -2%
CCM
1250
Compass Capital Management
Minnesota
$692K +$7.41K +53 +1%