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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
626
Lido Advisors
California
$427K +$24.8K +50 +6%
NCFG
627
New Century Financial Group
New Jersey
$424K +$437K +880 New
NP
628
NorthRock Partners
Minnesota
$423K +$11.4K +23 +3%
GC
629
Gilbert & Cook
Iowa
$418K +$102K +205 +31%
CG
630
Cynosure Group
Utah
$417K +$105K +211 +32%
MG
631
Mather Group
Illinois
$415K +$24.3K +49 +7%
CFGS
632
Concourse Financial Group Securities
Alabama
$412K +$333K +671 +365%
AIP
633
Ameritas Investment Partners
Nebraska
$412K
TSW
634
Three Seasons Wealth
Utah
$412K +$424K +855 New
MCM
635
MAI Capital Management
Ohio
$412K -$45.2K -91 -10%
TPWA
636
TRUE Private Wealth Advisors
Oregon
$403K +$19.8K +40 +5%
Winslow Capital Management
637
Winslow Capital Management
Minnesota
$396K -$224M -451,532 -100%
PAG
638
Private Advisor Group
New Jersey
$394K -$68K -137 -14%
GA
639
Geller Advisors
New York
$393K +$9.43K +19 +2%
SQA
640
Simon Quick Advisors
New Jersey
$392K +$97.7K +197 +32%
BCFD
641
Boit C.F. David
$390K
CI
642
Cigna Investments
Connecticut
$390K -$4.96K -10 -1%
BTWM
643
Baker Tilly Wealth Management
Wisconsin
$390K +$401K +809 New
AF
644
Aviso Financial
Ontario, Canada
$388K +$399K +805 New
DBRC
645
D.B. Root & Company
Pennsylvania
$387K +$399K +804 New
DPL
646
Danica Pension Livsforsikrings
$385K -$78.9K -159 -17%
DADC
647
D.A. Davidson & Co
Montana
$384K +$75.4K +152 +24%
IEFM
648
IQ EQ Fund Management
Ireland
$383K
GM
649
GeoWealth Management
Illinois
$380K +$194K +390 +98%
ERWM
650
Elk River Wealth Management
Colorado
$376K