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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
501
Capital Investment Advisory Services
North Carolina
$991K +$717K +1,445 +236%
DZ Bank
502
DZ Bank
Germany
$988K -$1.1M -2,210 -52%
TPCW
503
TD Private Client Wealth
New York
$986K -$1.58M -3,190 -61%
AAM
504
Advisors Asset Management
Colorado
$985K +$509K +1,026 +101%
KWA
505
Kingswood Wealth Advisors
California
$978K +$75.4K +152 +8%
SFA
506
Sequoia Financial Advisors
Ohio
$971K +$70.5K +142 +8%
KeyBank National Association
507
KeyBank National Association
Ohio
$969K +$109K +220 +12%
MFG
508
Monumental Financial Group
Maryland
$957K -$121K -244 -11%
IIM
509
INTECH Investment Management
Florida
$946K -$1.66M -3,343 -63%
AIM
510
Achmea Investment Management
Netherlands
$940K +$176K +354 +22%
FRA
511
Frank Rimerman Advisors
California
$940K +$964K +1,943 +24,288%
SAM
512
Sompo Asset Management
Japan
$935K +$94.3K +190 +11%
CAPTRUST Financial Advisors
513
CAPTRUST Financial Advisors
North Carolina
$929K +$286K +576 +43%
PCS
514
Personal CFO Solutions
New Jersey
$921K +$690K +1,390 +266%
NA
515
Navellier & Associates
Nevada
$917K -$24.3K -49 -3%
BWM
516
Buckley Wealth Management
Nevada
$915K +$34.7K +70 +4%
SA
517
SpiderRock Advisors
Delaware
$910K +$422K +851 +82%
ACMA
518
Arbor Capital Management (Alaska)
Alaska
$907K -$19.4K -39 -2%
LWM
519
Liberty Wealth Management
California
$907K – – –
AAS
520
Avantax Advisory Services
Texas
$907K +$934K +1,883 New
GC
521
Guggenheim Capital
Illinois
$899K -$341K -687 -27%
MAS
522
Meeder Advisory Services
Ohio
$894K +$202K +407 +28%
Marshall Wace
523
Marshall Wace
United Kingdom
$870K +$896K +1,805 New
BFM
524
Boothbay Fund Management
New York
$862K +$888K +1,790 New
N
525
Numerai
California
$858K +$883K +1,780 New