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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Axxcess Wealth Management
California
$339K -$8.14K -56 -2%
PFS
302
Prospera Financial Services
Texas
$338K +$727 +5 +0.2%
PAS
303
Park Avenue Securities
New York
$337K -$30.8K -212 -8%
AAM
304
Advisors Asset Management
Colorado
$337K -$26.2K -180 -7%
RWB
305
RMR Wealth Builders
New Jersey
$335K
URS
306
Utah Retirement Systems
Utah
$334K -$766K -5,266 -69%
CWM
307
Connecticut Wealth Management
Connecticut
$330K
I
308
InceptionR
California
$329K +$872 +6 +0.3%
AAS
309
Annex Advisory Services
Wisconsin
$323K
AC
310
Apella Capital
Connecticut
$322K +$1.6K +11 +0.5%
MSRPS
311
Maryland State Retirement & Pension System
Maryland
$313K
EWS
312
Evergreen Wealth Solutions
Pennsylvania
$308K +$727 +5 +0.2%
GCIA
313
Gabelli & Co Investment Advisers
New York
$307K
WA
314
Wealth Alliance
New York
$306K -$8.43K -58 -3%
ECM
315
Evergreen Capital Management
Washington
$301K +$304K +2,093 New
SLAM
316
Swiss Life Asset Management
$298K +$302K +2,076 New
AO
317
Advisor OS
Illinois
$298K -$80.8K -556 -21%
Koshinski Asset Management
318
Koshinski Asset Management
Illinois
$297K -$17.7K -122 -6%
FFP
319
FourThought Financial Partners
Florida
$296K +$299K +2,059 New
CA
320
Calton & Associates
Florida
$295K +$291 +2 +0.1%
NG
321
Norden Group
Utah
$295K +$104K +712 +53%
AIM
322
Alhambra Investment Management
Florida
$294K +$297K +2,046 New
FFA
323
Fortune Financial Advisors
Kansas
$288K +$582 +4 +0.2%
NFP
324
Narus Financial Partners
Utah
$287K +$291K +2,000 New
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$287K +$15.7K +108 +6%