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Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
401
Benjamin F. Edwards & Company
Missouri
$340K +$2.37K +70 +0.8%
MOS
402
MGO One Seven
Ohio
$338K +$288K +8,520 New
ACM
403
Alethea Capital Management
Washington
$330K +$281K +8,300 New
Schroder Investment Management Group
404
Schroder Investment Management Group
United Kingdom
$328K +$215K +6,350 New
SBIA
405
Sheaff Brock Investment Advisors
Indiana
$323K +$53.4K +1,580 +24%
AFAS
406
Acorn Financial Advisory Services
Virginia
$322K +$274K +8,110 New
HAG
407
HighPoint Advisor Group
Illinois
$307K -$3.38K -100 -1%
BFA
408
Benedict Financial Advisors
Georgia
$296K
AG
409
Aperio Group
California
$293K +$249K +7,370 New
ODIJL
410
One Day In July LLC
Vermont
$290K
HSA
411
HBK Sorce Advisory
Pennsylvania
$289K +$1.01K +30 +0.4%
Rockefeller Capital Management
412
Rockefeller Capital Management
New York
$288K +$240K +7,100 +4,733%
JWCA
413
J.W. Cole Advisors
Florida
$288K +$245K +7,250 New
Millennium Management
414
Millennium Management
New York
$286K +$243K +7,190 New
Verition Fund Management
415
Verition Fund Management
Connecticut
$285K +$243K +7,180 New
LOAMS
416
Lombard Odier Asset Management (Switzerland)
Switzerland
$283K +$241K +7,130 New
GIA
417
Gladstone Institutional Advisory
Florida
$280K -$201K -5,930 -46%
DWM
418
Dorchester Wealth Management
Quebec, Canada
$278K -$50.7K -1,500 -18%
VFA
419
Valeo Financial Advisors
Indiana
$278K -$1.01K -30 -0.4%
GIA
420
GHP Investment Advisors
Colorado
$278K +$237K +7,000 New
HIA
421
Harbor Investment Advisory
Maryland
$278K +$237K +7,000 New
SWM
422
Sculati Wealth Management
Michigan
$278K +$237K +7,000 New
CFG
423
CKW Financial Group
Hawaii
$277K
SIAS
424
Shine Investment Advisory Services
Colorado
$274K
GPA
425
Garrison Point Advisors
California
$270K