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Name Holding Trade Value Shares
Change
Change in
Stake
TPA
476
Trivium Point Advisory
Connecticut
$731K +$9.67K +130 +1%
DC
477
Davenport & Co
Virginia
$709K +$66.1K +889 +10%
CPC
478
Consolidated Planning Corp
Georgia
$709K +$713K +9,584 New
PP
479
Paloma Partners
Connecticut
$699K -$3.33M -44,707 -83%
PFS
480
Prospera Financial Services
Texas
$690K -$15.2K -205 -2%
SOADOR
481
State of Alaska Department of Revenue
Alaska
$689K +$693K +9,314 New
Canada Pension Plan Investment Board
482
Canada Pension Plan Investment Board
Ontario, Canada
$687K +$1.12K +15 +0.2%
IMRF
483
Illinois Municipal Retirement Fund
Illinois
$687K +$233K +3,134 +51%
NFG
484
Next Financial Group
Texas
$686K +$99.1K +1,332 +17%
VFM
485
Vivid Financial Management
California
$682K +$65.6K +882 +11%
AAM
486
Advisors Asset Management
Colorado
$670K +$472K +6,342 +234%
US Bancorp
487
US Bancorp
Minnesota
$645K +$38.1K +512 +6%
Mercer Global Advisors
488
Mercer Global Advisors
Colorado
$645K +$415K +5,577 +178%
BIAS
489
Beacon Investment Advisory Services
New Jersey
$640K +$643K +8,651 New
VVP
490
Venture Visionary Partners
Ohio
$637K -$74K -995 -10%
OAM
491
Oppenheimer Asset Management
New York
$629K +$166K +2,231 +36%
NCM
492
Next Capital Management
New York
$620K +$623K +8,370 New
CANY
493
Caxton Associates (New York)
New York
$616K +$619K +8,327 New
LNC
494
Lincoln National Corp
Pennsylvania
$611K +$107K +1,432 +21%
SF
495
Symphony Financial
Texas
$610K +$136K +1,825 +33%
KCM
496
Kennicott Capital Management
California
$607K +$610K +8,196 New
CWA
497
Clarity Wealth Advisors
California
$596K -$1.67M -22,500 -74%
BCM
498
Boltwood Capital Management
California
$595K +$598K +8,034 New
GIA
499
Gladstone Institutional Advisory
Florida
$594K -$11.3K -152 -2%
HI
500
Harbour Investments
Wisconsin
$592K +$595K +8,002 New