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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
AE Wealth Management
Kansas
$456K +$43.1K +306 +11%
AAS
327
Annex Advisory Services
Wisconsin
$455K +$11.3K +80 +3%
WA
328
Waddell & Associates
Tennessee
$454K +$417K +2,961 New
AF
329
Allworth Financial
California
$449K +$192K +1,361 +87%
AP
330
Advisortrust Partners
North Carolina
$436K +$23.2K +165 +6%
TCA
331
Transcend Capital Advisors
New Jersey
$432K +$397K +2,816 New
RWM
332
Ritholtz Wealth Management
New York
$430K +$51.4K +365 +15%
KJHP
333
K.J. Harrison & Partners
Ontario, Canada
$430K – – –
Lido Advisors
334
Lido Advisors
California
$425K +$390K +2,770 New
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$421K -$1.83K -13 -0.5%
KAM
336
Knightsbridge Asset Management
California
$411K -$15.5K -110 -4%
FTWA
337
Fifth Third Wealth Advisors
Ohio
$411K +$17.5K +124 +5%
NWWA
338
New Wave Wealth Advisors
Arkansas
$408K +$102K +721 +37%
SPIA
339
Steward Partners Investment Advisory
New York
$396K +$180K +1,278 +98%
SW
340
Simplicity Wealth
New Jersey
$394K +$362K +2,566 New
DZ Bank
341
DZ Bank
Germany
$384K – – –
CWS
342
Confluence Wealth Services
Pennsylvania
$382K +$23.8K +169 +7%
ProShare Advisors
343
ProShare Advisors
Maryland
$377K -$10.8K -77 -3%
HVIA
344
Hudson Valley Investment Advisors
New York
$377K – – –
KRW
345
Kaufman Rossin Wealth
Florida
$374K -$13.9K -99 -4%
OWCM
346
One Wealth Capital Management
Arizona
$373K +$342K +2,430 New
CFG
347
Citizens Financial Group
Rhode Island
$373K +$342K +2,428 New
AC
348
AlphaCore Capital
California
$371K +$341K +2,420 New
IA
349
Integrity Alliance
Iowa
$369K – – –
KCP
350
Kera Capital Partners
California
$368K -$24.5K -174 -7%