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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Conway Capital Management
California
$821K -$78.4K -325 -9%
MME
402
Meag Munich Ergo
Germany
$819K +$808K +3,347 New
UCFA
403
United Capital Financial Advisors
Texas
$817K +$724 +3 +0.1%
PWM
404
Perigon Wealth Management
California
$810K -$265K -1,097 -25%
RIM
405
Redpoint Investment Management
Australia
$801K – – –
Manulife (Manufacturers Life Insurance)
406
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$799K -$5.3M -21,966 -87%
CF
407
Centaurus Financial
California
$767K +$14.7K +61 +2%
NA
408
NewEdge Advisors
Louisiana
$762K -$27.5K -114 -4%
AWA
409
Alta Wealth Advisors
Massachusetts
$750K +$167K +691 +29%
CIAS
410
Capital Investment Advisory Services
North Carolina
$744K – – –
RA
411
Rational Advisors
New York
$741K -$107K -445 -13%
SS
412
Sunbelt Securities
Texas
$720K +$32.1K +133 +5%
B
413
BP
United Kingdom
$714K -$298K -1,234 -30%
OAM
414
Optimal Asset Management
California
$710K – – –
SC
415
Sepio Capital
Utah
$709K +$700K +2,899 New
DF
416
Donoghue Forlines
Massachusetts
$708K +$699K +2,894 New
SI
417
Stephens Inc
Arkansas
$701K +$26.6K +110 +4%
CS
418
Cannell & Spears
New York
$696K +$123K +510 +22%
BWA
419
Bordeaux Wealth Advisors
California
$685K +$676K +2,800 New
EI
420
Ethic Inc
New York
$665K +$164K +678 +33%
Wealthfront Advisers
421
Wealthfront Advisers
California
$660K +$651K +2,699 New
AIP
422
Ameritas Investment Partners
Nebraska
$653K +$30.7K +127 +5%
FAB
423
First American Bank
Illinois
$642K -$9.9K -41 -2%
OAM
424
Oppenheimer Asset Management
New York
$633K +$322K +1,333 +106%
Vanguard Personalized Indexing Management
425
Vanguard Personalized Indexing Management
California
$632K +$249K +1,032 +67%