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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
201
Westside Investment Management
California
$19K
HRCM
202
Hood River Capital Management
Florida
$13K +$12.7K +125 New
AIP
203
Ameritas Investment Partners
Nebraska
$12K
SMFS
204
Squar Milner Financial Services
California
$12K +$11.3K +112 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$10K +$2.23K +22 +31%
LFA
206
Legacy Financial Advisors
Kentucky
$9K -$911 -9 -9%
RFA
207
Reilly Financial Advisors
California
$9K
TL
208
TrueWealth LLC
Georgia
$9K
FHA
209
First Horizon Advisors
Tennessee
$6K
CAW
210
Cornerstone Advisors (Washington)
Washington
$6K +$911 +9 +19%
CPIG
211
Chicago Partners Investment Group
Illinois
$5K
APA
212
American Portfolios Advisors
New York
$4.25K -$709 -7 -15%
HNB
213
Huntington National Bank
Ohio
$3K
LIA
214
LS Investment Advisors
Michigan
$3K
SF
215
Synovus Financial
Georgia
$3K +$1.62K +16 +178%
FRA
216
Front Row Advisors
California
$3K +$2.94K +29 New
FGAM
217
Financial Gravity Asset Management
Texas
$2K -$405 -4 -19%
OWA
218
One Wealth Advisors
California
$2K +$2.33K +23 New
CTA
219
Carillon Tower Advisers
Florida
-$7.76M -84,002 Closed
AS
220
Altshuler Shaham
Israel
-$1.41M -15,000 Closed
EMG
221
Ellington Management Group
Connecticut
-$1.09M -11,600 Closed
First Trust Advisors
222
First Trust Advisors
Illinois
-$669K -7,123 Closed
WAM
223
World Asset Management
Michigan
-$227K -2,419 Closed
NIT
224
NumerixS Investment Technologies
British Columbia, Canada
-$92K -1,000 Closed
GT
225
Glenmede Trust
Pennsylvania
-$86K -943 Closed