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Name Holding Trade Value Shares
Change
Change in
Stake
Kingsview Wealth Management
501
Kingsview Wealth Management
Oregon
$2.6M +$8.31K +43 +0.3%
Freestone Capital Holdings
502
Freestone Capital Holdings
Washington
$2.59M -$223K -1,154 -8%
BIP
503
Bouvel Investment Partners
Pennsylvania
$2.57M +$75.6K +391 +3%
TCM
504
Teza Capital Management
Illinois
$2.55M -$1.78M -9,189 -41%
Miracle Mile Advisors
505
Miracle Mile Advisors
California
$2.54M -$3.48K -18 -0.1%
IWA
506
Icon Wealth Advisors
Texas
$2.52M +$2.57M +13,278 New
Park Avenue Securities
507
Park Avenue Securities
New York
$2.46M +$461K +2,385 +23%
HBK Sorce Advisory
508
HBK Sorce Advisory
Pennsylvania
$2.44M -$318K -1,644 -11%
World Investment Advisors
509
World Investment Advisors
California
$2.43M +$2.48M +12,821 New
PTC
510
Private Trust Company
Ohio
$2.42M +$3.48K +18 +0.1%
Bessemer Group
511
Bessemer Group
New Jersey
$2.4M -$240K -1,240 -9%
HighPoint Advisor Group
512
HighPoint Advisor Group
Illinois
$2.38M +$2.27M +11,730 New
LSA
513
L & S Advisors
California
$2.35M +$798K +4,129 +50%
TCW Group
514
TCW Group
California
$2.31M +$2.36M +12,235 New
BLC
515
Brown, Lisle/Cummings
Rhode Island
$2.3M +$193 +1 +0%
HT
516
Heritage Trust
Oklahoma
$2.3M +$82.5K +427 +4%
FI
517
FJ Investments
Utah
$2.29M +$2.34M +12,104 New
Vestmark Advisory Solutions
518
Vestmark Advisory Solutions
Massachusetts
$2.28M -$108K -559 -4%
PP
519
Pegasus Partners
Wisconsin
$2.28M -$150K -776 -6%
ECM
520
Everence Capital Management
Indiana
$2.27M -$410K -2,120 -15%
UHC
521
Union Heritage Capital
Michigan
$2.27M – – –
CIBC World Market
522
CIBC World Market
Ontario, Canada
$2.27M -$1.41M -7,278 -38%
Avantax Advisory Services
523
Avantax Advisory Services
Texas
$2.26M +$415K +2,148 +22%
EVM
524
Evelyn V. Moreno
$2.23M +$2.27M +11,745 New
Verition Fund Management
525
Verition Fund Management
Connecticut
$2.22M -$41.9K -217 -2%