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Name Holding Trade Value Shares
Change
Change in
Stake
Advisors Asset Management
176
Advisors Asset Management
Colorado
$896K +$37.5K +154 +5%
AWM
177
Altium Wealth Management
New York
$882K +$20.2K +83 +3%
TF
178
TLWM Financial
Texas
$819K +$5.84K +24 +0.8%
KLC
179
Knowledge Leaders Capital
Colorado
$817K +$701K +2,883 New
Group One Trading
180
Group One Trading
Illinois
$794K +$681K +2,800 New
FIM
181
Freedom Investment Management
Connecticut
$749K +$64.2K +264 +11%
LSA
182
L & S Advisors
California
$737K +$632K +2,600 New
Segall Bryant & Hamill
183
Segall Bryant & Hamill
Illinois
$720K – – –
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$719K -$180K -740 -23%
Driehaus Capital Management
185
Driehaus Capital Management
Illinois
$709K -$3.12M -12,842 -84%
FBFS
186
First Business Financial Services
Wisconsin
$704K – – –
Schroder Investment Management Group
187
Schroder Investment Management Group
United Kingdom
$688K +$234K +963 +66%
Old Mission Capital
188
Old Mission Capital
Illinois
$650K +$558K +2,293 New
Independent Advisor Alliance
189
Independent Advisor Alliance
North Carolina
$634K +$10.5K +43 +2%
PCS
190
Personal CFO Solutions
New Jersey
$620K +$18K +74 +4%
Private Advisor Group
191
Private Advisor Group
New Jersey
$590K +$506K +2,081 New
Valmark Advisers
192
Valmark Advisers
Ohio
$567K – – –
WI
193
WrapManager Inc
California
$535K +$46.5K +191 +11%
CHA
194
Carmichael Hill & Associates
Maryland
$521K +$2.92K +12 +0.7%
SA
195
Shilanski & Associates
Alaska
$518K -$5.59K -23 -1%
Shelton Capital Management
196
Shelton Capital Management
Colorado
$506K – – –
KIA
197
KCM Investment Advisors
California
$483K – – –
Raymond James Financial Services Advisors
198
Raymond James Financial Services Advisors
Florida
$458K -$3.89K -16 -1%
Smithfield Trust
199
Smithfield Trust
Pennsylvania
$452K – – –
Avior Wealth Management
200
Avior Wealth Management
Nebraska
$442K +$486 +2 +0.1%