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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
476
Vestmark Advisory Solutions
Massachusetts
$326K – – –
ED
477
Exane Derivatives
France
$324K +$412K +2,460 +82,000%
MLL
478
Moody Lynn & Lieberson
Massachusetts
$318K -$4.66M -27,820 -92%
IFG
479
Independent Financial Group
California
$318K +$405K +2,415 New
OIA
480
OneDigital Investment Advisors
Kansas
$317K -$215K -1,286 -35%
BCM
481
Bayesian Capital Management
New York
$316K +$402K +2,400 New
FFM
482
Forum Financial Management
Illinois
$313K – – –
WT
483
Whittier Trust
California
$309K – – –
B
484
Barings
North Carolina
$303K -$17.8K -106 -4%
SWA
485
Stratos Wealth Advisors
Ohio
$303K – – –
TFS
486
TrustCore Financial Services
Tennessee
$301K -$192K -1,148 -33%
Carson Wealth (CWM LLC)
487
Carson Wealth (CWM LLC)
Nebraska
$301K +$384K +2,290 New
PA
488
Parallel Advisors
California
$299K -$98K -585 -20%
RCAG
489
Rehmann Capital Advisory Group
Michigan
$295K -$104K -619 -22%
IFWM
490
Institute for Wealth Management
Colorado
$294K +$375K +2,235 New
LFM
491
LGT Fund Management
Liechtenstein
$289K +$369K +2,200 New
AG
492
AIA Group
Hong Kong
$287K – – –
AC
493
ASB Consultores
Florida
$285K +$363K +2,164 New
BRWM
494
B. Riley Wealth Management
Tennessee
$279K -$225K -1,344 -39%
WS
495
Wedbush Securities
California
$277K +$353K +2,106 New
BBI
496
Baxter Bros Inc
Connecticut
$276K – – –
WAP
497
Wealthcare Advisory Partners
Pennsylvania
$272K +$20.1K +120 +6%
SWP
498
Stratos Wealth Partners
Ohio
$270K +$1.17K +7 +0.3%
SMH
499
Sanders Morris Harris
Texas
$269K -$318K -1,900 -48%
FHA
500
Flagship Harbor Advisors
Massachusetts
$264K -$107K -636 -24%