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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
251
Boston Family Office
Massachusetts
$228K
GVAG
252
Great Valley Advisor Group
Delaware
$223K +$250K +2,667 New
AWM
253
AE Wealth Management
Kansas
$217K -$84.4K -899 -26%
PPCM
254
Pillar Pacific Capital Management
California
$209K
Bessemer Group
255
Bessemer Group
New Jersey
$205K -$4.13K -44 -2%
LIA
256
LS Investment Advisors
Michigan
$204K -$51.4K -548 -18%
CWM
257
Campbell Wealth Management
Virginia
$203K
VFA
258
Voya Financial Advisors
Connecticut
$201K -$6.29K -67 -3%
FMT
259
First Mercantile Trust
Tennessee
$201K +$71K +757 +46%
JIR
260
James Investment Research
Ohio
$176K +$3.38K +36 +2%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$160K +$1.78K +19 +1%
Macquarie Group
262
Macquarie Group
Australia
$159K -$48.3K -515 -21%
KPCM
263
Kings Point Capital Management
New York
$134K -$93.8K -1,000 -38%
VFA
264
Valeo Financial Advisors
Indiana
$118K +$38.1K +406 +41%
AP
265
Arlington Partners
Alabama
$116K +$131K +1,391 New
AIC
266
Ameritas Investment Company
Nebraska
$108K +$121K +1,294 New
CI Investments Inc
267
CI Investments Inc
Ontario, Canada
$88K -$24.8K -264 -20%
FF
268
FourThought Financial
Florida
$72K -$5.07K -54 -6%
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$65K -$82.6K -880 -53%
PFBT
270
Parkside Financial Bank & Trust
Missouri
$61K -$3.19K -34 -4%
FCB
271
First Command Bank
Texas
$59K +$3.19K +34 +5%
FCFS
272
First Command Financial Services
Texas
$59K +$3.19K +34 +5%
IAIM
273
International Assets Investment Management
Florida
$57K +$29.8K +318 +100%
SPIA
274
Steward Partners Investment Advisory
New York
$56.3K +$4.6K +49 +8%
CG
275
Cutler Group
California
$50K -$18.8K -200 -25%