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Name Holding Trade Value Shares
Change
Change in
Stake
RFC
301
Regions Financial Corp
Alabama
$248K -$38K -423 -12%
SWP
302
Stratos Wealth Partners
Ohio
$248K -$10.2K -114 -3%
DAS
303
Dynamic Advisor Solutions
Arizona
$246K -$767K -8,531 -75%
Aberdeen Group
304
Aberdeen Group
United Kingdom
$244K -$2.96K -33 -1%
WBC
305
Westpac Banking Corp
Australia
$243K
OC
306
Oppenheimer & Co
New York
$243K +$285K +3,167 New
Caisse de Depot et Placement du Quebec (CDPQ)
307
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$238K +$62.9K +700 +29%
II
308
IFM Investors
Australia
$235K +$719 +8 +0.3%
S
309
Surevest
California
$235K +$276K +3,068 New
OWD
310
Osborn Williams & Donohoe
Ohio
$232K -$10.3K -115 -4%
PWAG
311
Polaris Wealth Advisory Group
California
$230K
CWM
312
Cordatus Wealth Management
Pennsylvania
$228K +$268K +2,977 New
VWM
313
Venturi Wealth Management
Texas
$226K +$272K +3,028 New
UCFA
314
United Capital Financial Advisors
Texas
$224K -$13.5K -150 -5%
AF
315
Affiance Financial
Minnesota
$216K -$39.6K -441 -14%
ACM
316
AlphaCrest Capital Management
New York
$213K +$250K +2,778 New
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$211K -$42.7K -475 -15%
Susquehanna International Group
318
Susquehanna International Group
Pennsylvania
$204K +$239K +2,661 New
WC
319
Whitnell & Co
Illinois
$184K
Macquarie Group
320
Macquarie Group
Australia
$184K +$98.8K +1,100 +85%
BWM
321
BerganKDV Wealth Management
Minnesota
$183K -$27.9K -311 -12%
AAM
322
Advisors Asset Management
Colorado
$174K +$19.1K +212 +10%
HR
323
Howe & Rusling
New York
$165K -$56.5K -629 -23%
CA
324
Claro Advisors
Massachusetts
$165K +$147K +1,635 New
PAM
325
Panagora Asset Management
Massachusetts
$157K +$99K +1,102 +116%