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Name Holding Trade Value Shares
Change
Change in
Stake
BF
201
BOK Financial
Oklahoma
$420K +$465K +1,920 New
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$417K +$47.7K +197 +12%
VWM
203
Venturi Wealth Management
Texas
$414K +$7.76K +32 +2%
P
204
Paradiem
Louisiana
$411K +$37.1K +153 +9%
IAA
205
Independent Advisor Alliance
North Carolina
$404K -$29.1K -120 -6%
ETC
206
Exchange Traded Concepts
Oklahoma
$399K +$10.2K +42 +2%
PAG
207
Private Advisor Group
New Jersey
$396K -$7.27K -30 -2%
SCM
208
Shelton Capital Management
Colorado
$391K
PFO
209
Pathstone Family Office
New Jersey
$390K -$291K -1,200 -40%
SG Americas Securities
210
SG Americas Securities
New York
$383K -$10.7K -44 -2%
APA
211
American Portfolios Advisors
New York
$377K +$61.6K +254 +17%
AT
212
Arden Trust
Delaware
$376K -$3.88K -16 -0.9%
MGWM
213
Marks Group Wealth Management
Minnesota
$371K +$91.9K +379 +29%
AAM
214
Advisors Asset Management
Colorado
$365K -$230K -951 -36%
GCC
215
Guardian Capital (Canada)
Ontario, Canada
$361K -$2.35M -9,684 -85%
SCA
216
Snowden Capital Advisors
New York
$356K +$97.9K +404 +33%
LA
217
Legacy Advisors
Pennsylvania
$344K +$381K +1,571 New
VAS
218
Vestmark Advisory Solutions
Massachusetts
$343K +$28.4K +117 +8%
NMIMC
219
Northwestern Mutual Investment Management Company
Wisconsin
$341K +$4.36K +18 +1%
ZCA
220
Zeke Capital Advisors
Pennsylvania
$340K +$75.1K +310 +25%
IAIM
221
Industrial Alliance Investment Management
Quebec, Canada
$339K
MNBTD
222
Moody National Bank Trust Division
Texas
$332K
Vontobel Holding
223
Vontobel Holding
Switzerland
$329K
HCA
224
Harbour Capital Advisors
Virginia
$326K
OC
225
Oppenheimer & Co
New York
$317K -$4.61K -19 -1%