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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Annex Advisory Services
Wisconsin
$455K +$11.3K +80 +3%
WA
327
Waddell & Associates
Tennessee
$454K +$417K +2,961 New
AF
328
Allworth Financial
California
$449K +$192K +1,361 +87%
AP
329
Advisortrust Partners
North Carolina
$436K +$23.2K +165 +6%
TCA
330
Transcend Capital Advisors
New Jersey
$432K +$397K +2,816 New
RWM
331
Ritholtz Wealth Management
New York
$430K +$51.4K +365 +15%
KJHP
332
K.J. Harrison & Partners
Ontario, Canada
$430K
Lido Advisors
333
Lido Advisors
California
$425K +$390K +2,770 New
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$421K -$1.83K -13 -0.5%
KAM
335
Knightsbridge Asset Management
California
$411K -$15.5K -110 -4%
FTWA
336
Fifth Third Wealth Advisors
Ohio
$411K +$17.5K +124 +5%
NWWA
337
New Wave Wealth Advisors
Arkansas
$408K +$102K +721 +37%
SPIA
338
Steward Partners Investment Advisory
New York
$396K +$180K +1,278 +98%
SW
339
Simplicity Wealth
New Jersey
$394K +$362K +2,566 New
DZ Bank
340
DZ Bank
Germany
$384K
CWS
341
Confluence Wealth Services
Pennsylvania
$382K +$23.8K +169 +7%
ProShare Advisors
342
ProShare Advisors
Maryland
$377K -$10.8K -77 -3%
HVIA
343
Hudson Valley Investment Advisors
New York
$377K
KRW
344
Kaufman Rossin Wealth
Florida
$374K -$13.9K -99 -4%
OWCM
345
One Wealth Capital Management
Arizona
$373K +$342K +2,430 New
CFG
346
Citizens Financial Group
Rhode Island
$373K +$342K +2,428 New
AC
347
AlphaCore Capital
California
$371K +$341K +2,420 New
IA
348
Integrity Alliance
Iowa
$369K
KCP
349
Kera Capital Partners
California
$368K -$24.5K -174 -7%
TPI
350
Trust Point Inc
Wisconsin
$367K -$704 -5 -0.2%