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Name Holding Trade Value Shares
Change
Change in
Stake
TC
326
Telemus Capital
Michigan
$875K +$520K +11,540 New
EAM
327
Erste Asset Management
Austria
$859K +$902K +20,000 New
FAAS
328
First Allied Advisory Services
California
$845K +$61.3K +1,360 +7%
OIS
329
Okabena Investment Services
Minnesota
$845K +$914K +20,270 New
WA
330
Winfield Associates
Ohio
$840K +$40.6K +900 +5%
CAAS
331
Capital Asset Advisory Services
Michigan
$837K +$89.7K +1,990 +22%
IFG
332
Independent Financial Group
California
$835K +$903K +20,030 New
GIA
333
GHP Investment Advisors
Colorado
$834K +$586K +13,000 +186%
BC
334
Brinker Capital
Pennsylvania
$831K +$206K +4,570 +30%
RA
335
RiverPark Advisors
New York
$831K +$898K +19,930 New
QI
336
QS Investors
New York
$818K -$116K -2,580 -12%
SW
337
SkyOak Wealth
Michigan
$813K -$221K -4,910 -20%
GAM
338
Gotham Asset Management
New York
$812K +$240K +5,330 +38%
CFGS
339
Concourse Financial Group Securities
Alabama
$807K -$4.96K -110 -0.6%
VCA
340
Verdence Capital Advisors
Maryland
$801K +$179K +3,970 +26%
Thrivent Financial for Lutherans
341
Thrivent Financial for Lutherans
Minnesota
$786K +$849K +18,840 New
ACA
342
Atlas Capital Advisors
Wyoming
$774K -$14K -310 -2%
FCI
343
Financial Counselors Inc
Kansas
$774K +$837K +18,560 New
WS
344
Wedbush Securities
California
$770K -$234K -5,190 -22%
PA
345
Parallel Advisors
California
$769K -$51.4K -1,140 -6%
FVWA
346
Foster Victor Wealth Advisors
South Carolina
$761K +$451K +10,000 +333%
RI
347
Rudd International
Florida
$759K +$4.96K +110 +0.6%
BRWM
348
B. Riley Wealth Management
Tennessee
$757K +$372K +8,260 +84%
GKWIM
349
Gerber Kawasaki Wealth & Investment Management
California
$747K +$13.1K +290 +2%
Mercer Global Advisors
350
Mercer Global Advisors
Colorado
$741K +$361K +8,000 +82%