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Name Holding Trade Value Shares
Change
Change in
Stake
FI
601
FormulaFolio Investments
Michigan
$353K +$29.4K +429 +9%
IAA
602
Independent Advisor Alliance
North Carolina
$352K +$128K +1,870 +44%
WA
603
WealthTrust Axiom
Pennsylvania
$351K – – –
TRCT
604
Tower Research Capital (TRC)
New York
$349K -$10.5K -154 -3%
PIA
605
Pinion Investment Advisors
Kansas
$346K -$3.83K -56 -1%
CT
606
Chicago Trust
Illinois
$343K -$2.4K -35 -0.7%
SHA
607
Seneca House Advisors
Virginia
$341K -$32.7K -478 -9%
RHJA
608
Rice Hall James & Associates
California
$339K – – –
WP
609
WMS Partners
Maryland
$339K – – –
HCM
610
Harvey Capital Management
Florida
$338K – – –
THWM
611
Taylor Hoffman Wealth Management
Virginia
$334K – – –
CIA
612
Capital Investment Advisors
Georgia
$331K -$23.3K -341 -7%
CFGS
613
Concourse Financial Group Securities
Alabama
$330K +$334K +4,873 New
UR
614
USCA RIA
Texas
$319K -$115K -1,680 -26%
HT
615
Heritage Trust
Oklahoma
$318K – – –
MWP
616
MYCIO Wealth Partners
Pennsylvania
$316K – – –
ACM
617
AlphaStar Capital Management
North Carolina
$316K +$319K +4,666 New
HWM
618
Holloway Wealth Management
Florida
$314K – – –
IUHSA
619
Itau Unibanco Holding S.A.
Brazil
$311K +$314K +4,584 New
GAMC
620
Garner Asset Management Corp
Texas
$310K -$6.84K -100 -2%
TH
621
TCTC Holdings
Texas
$308K – – –
FCI
622
Financial Counselors Inc
Kansas
$308K +$68 +1 +0%
OCM
623
One Capital Management
California
$307K -$97.4K -1,423 -24%
IA
624
IndexIQ Advisors
New York
$307K +$124K +1,814 +67%
CAG
625
Csenge Advisory Group
Florida
$306K -$590K -8,622 -63%