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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
226
Level Wealth Management
North Carolina
$415K
LWAM
227
Legacy Wealth Asset Management
Minnesota
$410K +$15.2K +101 +4%
QCG
228
Quadrant Capital Group
Ohio
$404K +$108K +720 +35%
FC
229
FCA Corp
Texas
$391K
P
230
Pitcairn
Pennsylvania
$368K +$381K +2,541 New
UW
231
Unique Wealth
Florida
$362K +$5.55K +37 +2%
IRC
232
Investors Research Corp
Georgia
$360K
TWC
233
TD Waterhouse Canada
Ontario, Canada
$352K +$50.1K +334 +15%
AP
234
Advisors Preferred
Maryland
$351K +$378K +2,523 New
FRA
235
Frank Rimerman Advisors
California
$350K +$150 +1 +0%
Group One Trading
236
Group One Trading
Illinois
$345K +$358K +2,385 New
FLPIM
237
F.L. Putnam Investment Management
Massachusetts
$340K +$2.1K +14 +0.6%
SFA
238
Sequoia Financial Advisors
Ohio
$339K +$93.2K +621 +36%
LNWWM
239
Laird Norton Wetherby Wealth Management
California
$334K -$55.8K -372 -14%
AssetMark Inc
240
AssetMark Inc
California
$304K +$226K +1,504 +251%
LGW
241
Leslie Global Wealth
Illinois
$304K
OWA
242
One Wealth Advisors
California
$292K +$303K +2,019 New
SCA
243
Summit Creek Advisors
Minnesota
$291K -$20.6K -137 -6%
Bessemer Group
244
Bessemer Group
New Jersey
$290K -$85M -566,579 -100%
UCFA
245
United Capital Financial Advisors
Texas
$286K -$12.2K -81 -4%
Aberdeen Group
246
Aberdeen Group
United Kingdom
$286K -$7.93M -52,865 -96%
HA
247
Hamel Associates
New Jersey
$284K +$295K +1,965 New
SA
248
Sanctuary Advisors
Indiana
$283K +$113K +754 +63%
MC
249
Moors & Cabot
Massachusetts
$281K -$55.8K -372 -16%
MFG
250
Merit Financial Group
Georgia
$278K +$40.4K +269 +16%