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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
201
Formidable Asset Management
Ohio
$526K -$4.54K -74 -0.9%
WIA
202
World Investment Advisors
California
$522K +$488K +7,955 New
BIA
203
Barry Investment Advisors
Massachusetts
$522K -$17.9K -292 -4%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$514K +$313K +5,105 +187%
AWM
205
AE Wealth Management
Kansas
$513K -$24.7K -403 -5%
NA
206
NewEdge Advisors
Louisiana
$513K +$89.1K +1,454 +23%
B
207
Bailard
California
$512K +$145K +2,364 +44%
CB
208
Commerce Bank
Missouri
$503K +$9.87K +161 +2%
IWC
209
Integrated Wealth Concepts
Massachusetts
$499K -$15.3K -250 -3%
HAG
210
HighPoint Advisor Group
Illinois
$497K +$23.3K +380 +5%
UCFA
211
United Capital Financial Advisors
Texas
$497K +$90K +1,469 +24%
GT
212
Glenmede Trust
Pennsylvania
$488K +$25.4K +414 +6%
LF
213
Lantz Financial
Illinois
$471K +$797 +13 +0.2%
OL
214
Optas LLC
Texas
$469K +$38.4K +627 +10%
TD Asset Management
215
TD Asset Management
Ontario, Canada
$461K +$2.57K +42 +0.6%
CG
216
Caprock Group
Idaho
$455K +$425K +6,937 New
HSA
217
HBK Sorce Advisory
Pennsylvania
$451K -$14.2K -231 -3%
D.E. Shaw & Co
218
D.E. Shaw & Co
New York
$440K +$411K +6,705 New
PA
219
Profund Advisors
Maryland
$424K -$59.7K -974 -13%
ORC
220
O'Rourke & Company
Massachusetts
$423K +$7.6K +124 +2%
JIC
221
Joel Isaacson & Co
New York
$410K
Focus Partners Wealth
222
Focus Partners Wealth
Massachusetts
$407K +$380K +6,197 New
AFG
223
Atomi Financial Group
New York
$393K +$367K +5,981 New
SIC
224
Samalin Investment Counsel
New York
$392K +$30.5K +498 +9%
MC
225
Moors & Cabot
Massachusetts
$390K +$11.4K +186 +3%