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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
301
USA Financial Formulas
Michigan
$883K -$207K -12,210 -19%
NMIMC
302
Northwestern Mutual Investment Management Company
Wisconsin
$881K +$6.49K +383 +0.8%
CA
303
Carson Advisory
Georgia
$869K -$13.5K -800 -2%
CLOS
304
Compagnie Lombard Odier SCmA
Switzerland
$864K
MML Investors Services
305
MML Investors Services
Massachusetts
$836K -$9.01K -532 -1%
CL
306
CSS LLC
Illinois
$819K -$1.1M -65,000 -58%
CB
307
Commerce Bank
Missouri
$760K -$6.2K -366 -0.8%
AssetMark Inc
308
AssetMark Inc
California
$758K +$8.01K +473 +1%
BFG
309
Bleakley Financial Group
New Jersey
$748K +$140K +8,277 +24%
SS
310
Simplicity Solutions
Minnesota
$745K +$137K +8,092 +23%
CAN
311
Cetera Advisor Networks
California
$724K +$53.4K +3,152 +8%
Man Group
312
Man Group
United Kingdom
$681K +$667K +39,397 New
SAS
313
Stelac Advisory Services
New York
$668K -$43K -2,540 -6%
USAA
314
United Services Automobile Association
Texas
$666K
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$663K -$166K -9,795 -20%
CIM
316
Chiron Investment Management
New York
$654K +$641K +37,856 New
AWS
317
AJ Wealth Strategies
New York
$642K +$4.93K +291 +0.8%
CAM
318
Cresset Asset Management
Illinois
$640K +$628K +37,060 New
WAG
319
Wallace Advisory Group
California
$604K
ACM
320
Adalta Capital Management
New York
$603K -$8.47K -500 -1%
PA
321
Parallel Advisors
California
$602K +$499K +29,479 +549%
OC
322
Oppenheimer & Co
New York
$601K -$30.2K -1,782 -5%
Commonwealth Equity Services
323
Commonwealth Equity Services
Massachusetts
$599K +$36.9K +2,178 +7%
IWC
324
Integrated Wealth Concepts
Massachusetts
$599K +$49.3K +2,911 +9%
GI
325
GAMCO Investors
Connecticut
$597K +$73.7K +4,350 +14%