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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
476
Venturi Wealth Management
Texas
$727K -$37.6K -1,238 -6%
MYIA
477
Mount Yale Investment Advisors
Colorado
$720K +$392K +12,920 +180%
PAPAIJV
478
Paragon Associates & Paragon Associates II Joint Venture
Texas
$717K +$607K +20,000 New
CIC
479
Carnegie Investment Counsel
Ohio
$705K +$78.7K +2,592 +15%
DIP
480
Davis Investment Partners
North Carolina
$704K +$599K +19,732 New
AM
481
AGF Management
Ontario, Canada
$700K +$592K +19,522 New
GCP
482
GSA Capital Partners
United Kingdom
$699K +$592K +19,497 New
TWC
483
TD Waterhouse Canada
Ontario, Canada
$698K -$12.4K -409 -2%
JF
484
Jump Financial
Illinois
$696K +$589K +19,396 New
FPAS
485
Focus Partners Advisor Solutions
Missouri
$689K -$11.5K -379 -2%
NEI
486
Northwest & Ethical Investments
Ontario, Canada
$683K +$577K +19,000 New
Northwestern Mutual Wealth Management
487
Northwestern Mutual Wealth Management
Wisconsin
$675K +$28.6K +943 +5%
BCI
488
Brinker Capital Investments
Pennsylvania
$674K +$326K +10,734 +133%
UCFA
489
United Capital Financial Advisors
Texas
$666K -$26.6K -875 -5%
PP
490
Prudential plc
United Kingdom
$665K +$211K +6,960 +60%
Envestnet Portfolio Solutions
491
Envestnet Portfolio Solutions
Illinois
$664K +$203K +6,682 +57%
FWM
492
Focused Wealth Management
New York
$663K -$24K -790 -4%
UWS
493
Unique Wealth Strategies
Illinois
$663K +$44.3K +1,459 +9%
CG
494
CFO4Life Group
Texas
$659K +$32.4K +1,068 +6%
DT
495
Diversified Trust
Tennessee
$657K -$13.8K -454 -2%
KeyBank National Association
496
KeyBank National Association
Ohio
$644K +$545K +17,958 New
GC
497
Guggenheim Capital
Illinois
$638K +$89.3K +2,941 +20%
FFM
498
Forum Financial Management
Illinois
$617K +$154K +5,090 +42%
ACM
499
Accent Capital Management
Ohio
$609K -$14.7K -485 -3%
BA
500
Bridgewater Advisors
New York
$605K +$160K +5,283 +50%