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Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
426
Williams Jones Wealth Management
New York
$799K -$28.2K -72 -3%
CAN
427
Cetera Advisor Networks
California
$799K +$18.8K +48 +2%
AIM
428
Axiom Investment Management
New York
$793K -$737K -1,881 -44%
DILIC
429
Dai-ichi Life Insurance Company
Japan
$790K – – –
AFG
430
Alterity Financial Group
Maine
$785K +$2.46M +6,264 New
OIM
431
Oder Investment Management
California
$783K -$41.5K -106 -4%
BRWA
432
B. Riley Wealth Advisors
Florida
$779K +$245K +626 +35%
SFS
433
Sowell Financial Services
Arkansas
$770K -$118K -301 -10%
SSWM
434
Sheets Smith Wealth Management
North Carolina
$754K +$443K +1,130 +95%
VFA
435
Valeo Financial Advisors
Indiana
$753K +$96.8K +247 +12%
MGIA
436
Moneta Group Investment Advisors
Missouri
$746K +$344K +877 +62%
IA
437
IFG Advisory
Georgia
$738K -$370K -943 -29%
BA
438
Bellwether Advisors
Nebraska
$735K +$573K +1,461 +183%
TSS
439
Two Sigma Securities
New York
$728K +$876K +2,234 New
EWA
440
EP Wealth Advisors
California
$724K +$871K +2,221 New
SS
441
Simplicity Solutions
Minnesota
$724K +$871K +2,223 New
UR
442
USCA RIA
Texas
$717K +$29.4K +75 +4%
PCM
443
Prelude Capital Management
New York
$710K -$486K -1,240 -36%
YIH
444
Y-Intercept (HK)
Hong Kong
$710K +$892K +2,275 New
AAM
445
Advisors Asset Management
Colorado
$703K -$110K -280 -11%
MHS
446
M Holdings Securities
Oregon
$698K +$840K +2,142 New
JSC
447
Jackson Square Capital
California
$691K – – –
JWCA
448
J.W. Cole Advisors
Florida
$687K -$114K -291 -12%
RWA
449
Redhawk Wealth Advisors
Minnesota
$674K -$39.6K -101 -5%
SWA
450
Stratos Wealth Advisors
Ohio
$662K – – –
16 17
18
19 20