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Name Holding Trade Value Shares
Change
Change in
Stake
RS
376
Robeco Schweiz
Switzerland
$232K +$32.9K +300 +19%
WAM
377
Wealthspire Advisors (Maryland)
Maryland
$223K -$8.21K -75 -4%
AWM
378
Avior Wealth Management
Nebraska
$220K
MTIM
379
Marathon Trading Investment Management
Pennsylvania
$220K +$197K +1,800 New
CP
380
Covenant Partners
Tennessee
$215K +$194K +1,767 New
GFS
381
GYL Financial Synergies
Connecticut
$214K +$192K +1,756 New
BOTW
382
Bank of the West
California
$212K -$270K -2,461 -59%
RJT
383
Raymond James Trust
Florida
$207K -$50.4K -460 -21%
KA
384
Kovack Advisors
Florida
$207K +$186K +1,698 New
CAN
385
Claraphi Advisory Network
United States
$202K +$182K +1,660 New
V
386
Veritable
Delaware
$201K +$180K +1,645 New
QCM
387
Quantinno Capital Management
New York
$201K +$180K +1,648 New
NFG
388
Next Financial Group
Texas
$188K +$166K +1,514 +6,056%
NFH
389
NEXT Financial Holdings
Texas
$188K +$169K +1,539 New
SMFS
390
Squar Milner Financial Services
California
$187K +$11.6K +106 +7%
CMBA
391
C.M. Bidwell & Associates
Hawaii
$185K +$166K +1,515 New
AIP
392
Ameritas Investment Partners
Nebraska
$179K
ASN
393
Advisory Services Network
Georgia
$164K +$123K +1,127 +501%
Rockefeller Capital Management
394
Rockefeller Capital Management
New York
$145K +$84.8K +774 +187%
YWP
395
YorkBridge Wealth Partners
New York
$138K +$43.7K +399 +54%
WAM
396
Wakefield Asset Management
Colorado
$136K -$7.01K -64 -5%
Barrow, Hanley, Mewhinney & Strauss
397
Barrow, Hanley, Mewhinney & Strauss
Texas
$132K -$17.3K -158 -13%
CAPTRUST Financial Advisors
398
CAPTRUST Financial Advisors
North Carolina
$132K +$8.54K +78 +8%
CFG
399
Citizens Financial Group
Rhode Island
$125K +$2.52K +23 +2%
CG
400
Cutler Group
California
$118K -$148K -1,354 -58%