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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
251
LJI Wealth Management
Indiana
$201K +$248K +22,250 New
CA
252
Cetera Advisors
Colorado
$201K -$44.5K -4,002 -15%
ASN
253
Advisory Services Network
Georgia
$199K -$50.8K -4,567 -17%
Stifel Financial
254
Stifel Financial
Missouri
$199K -$16.5K -1,480 -6%
HJIM
255
Henry James International Management
New York
$194K +$239K +21,458 New
QPBE
256
Quintet Private Bank (Europe)
Luxembourg
$190K -$5.72K -514 -2%
MOS
257
MGO One Seven
Ohio
$185K -$66.9K -6,011 -23%
PFWA
258
Paces Ferry Wealth Advisors
Georgia
$182K
TWC
259
TD Waterhouse Canada
Ontario, Canada
$182K +$120K +10,820 +118%
Corient Private Wealth
260
Corient Private Wealth
Florida
$179K +$88.7K +7,964 +67%
SPIA
261
Steward Partners Investment Advisory
New York
$177K -$7.57K -680 -3%
OIA
262
OneDigital Investment Advisors
Kansas
$175K +$44.1K +3,959 +26%
FFS
263
Founders Financial Securities
Maryland
$172K
SWP
264
Stratos Wealth Partners
Ohio
$165K +$36K +3,233 +22%
AIG
265
American International Group
New York
$163K -$15.6K -1,400 -7%
VFA
266
Valeo Financial Advisors
Indiana
$162K +$14.4K +1,293 +8%
AAS
267
Avantax Advisory Services
Texas
$162K -$71.2K -6,396 -26%
CG
268
Caprock Group
Idaho
$157K +$194K +17,412 New
Vanguard Personalized Indexing Management
269
Vanguard Personalized Indexing Management
California
$156K -$74.9K -6,733 -28%
Envestnet Asset Management
270
Envestnet Asset Management
Illinois
$154K -$102K -9,165 -35%
Cetera Investment Advisers
271
Cetera Investment Advisers
Illinois
$152K -$238K -21,422 -56%
TWM
272
Tradition Wealth Management
Minnesota
$152K
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$151K -$42.7K -3,837 -19%
ACA
274
Aptus Capital Advisors
Alabama
$151K +$6.04K +543 +3%
AWA
275
Arete Wealth Advisors
Illinois
$151K +$186K +16,681 New