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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Cetera Advisors
Colorado
$265K +$251K +5,091 New
BC
302
Bridgefront Capital
Texas
$265K +$250K +5,078 New
DM
303
Deerfield Management
New York
$259K +$245K +4,970 New
OTL
304
Oak Thistle LLC
New York
$256K +$242K +4,916 New
TWM
305
Trueblood Wealth Management
Ohio
$253K
GFS
306
GYL Financial Synergies
Connecticut
$251K +$238K +4,826 New
RCAG
307
Rehmann Capital Advisory Group
Michigan
$246K +$232K +4,712 New
IWC
308
Integrated Wealth Concepts
Massachusetts
$245K +$231K +4,697 New
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$243K +$51.2K +1,040 +29%
HWA
310
HCR Wealth Advisors
California
$239K
DAS
311
Diversify Advisory Services
Utah
$237K +$226K +4,598 New
HAG
312
HighPoint Advisor Group
Illinois
$236K +$2.36K +48 +1%
PWM
313
Perigon Wealth Management
California
$232K +$219K +4,448 New
PA
314
Profund Advisors
Maryland
$231K +$218K +4,425 New
SM
315
Sciencast Management
New Jersey
$228K -$671K -13,635 -76%
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$228K
HFM
317
Harvest Fund Management
China
$228K +$128K +2,606 +147%
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$227K +$98 +2 +0%
Osaic Holdings
319
Osaic Holdings
Arizona
$226K -$1.77M -36,039 -89%
IA
320
IFP Advisors
Florida
$225K +$59.5K +1,208 +39%
MCM
321
MAI Capital Management
Ohio
$224K +$212K +4,301 New
PAG
322
Private Advisor Group
New Jersey
$223K +$211K +4,283 New
IB
323
Intrust Bank
Kansas
$221K +$209K +4,241 New
BB
324
Busey Bank
Illinois
$220K +$208K +4,215 New
SI
325
Stephens Inc
Arkansas
$218K +$206K +4,193 New