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Name Holding Trade Value Shares
Change
Change in
Stake
IP
476
Intellectus Partners
California
$2.94M +$24.5K +245 +1%
HAG
477
HighPoint Advisor Group
Illinois
$2.93M -$40.9K -409 -2%
CWM
478
Circle Wealth Management
New Jersey
$2.92M -$335K -3,345 -12%
AFAS
479
Acorn Financial Advisory Services
Virginia
$2.92M -$52.3K -523 -2%
AIM
480
Achmea Investment Management
Netherlands
$2.91M +$2.53M +25,275 New
HIC
481
Hartline Investment Corp
Illinois
$2.9M -$1.2M -11,995 -32%
EAM
482
EFG Asset Management
Oregon
$2.9M -$555K -5,552 -18%
JWM
483
Jeppson Wealth Management
California
$2.9M +$3.1K +31 +0.1%
FFA
484
Farther Finance Advisors
California
$2.89M +$1.12M +11,222 +81%
DC
485
Davenport & Co
Virginia
$2.83M +$68.8K +688 +3%
BBVA
486
Banco Bilbao Vizcaya Argentaria
Spain
$2.82M -$514K -5,137 -17%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$2.81M +$2.44M +24,356 New
II
488
Inspire Investing
Idaho
$2.81M +$2.44M +24,354 New
VCA
489
Verdence Capital Advisors
Maryland
$2.78M +$180K +1,797 +8%
PFS
490
Prospera Financial Services
Texas
$2.78M +$566K +5,655 +31%
Adage Capital Partners
491
Adage Capital Partners
Massachusetts
$2.77M -$13.2M -132,000 -85%
RA
492
RiverPark Advisors
New York
$2.76M -$74.2K -742 -3%
MA
493
Mutual Advisors
Nebraska
$2.75M -$102K -1,016 -4%
MC
494
MIG Capital
California
$2.71M +$1.57M +15,675 +200%
SWM
495
Segment Wealth Management
Texas
$2.71M +$119K +1,194 +5%
LCM
496
Logan Capital Management
Pennsylvania
$2.71M -$1.06M -10,570 -31%
FBC
497
Fairfield, Bush & Co
Connecticut
$2.7M +$35K +350 +2%
C
498
Certuity
Florida
$2.69M -$12.7K -127 -0.5%
WS
499
Wedbush Securities
California
$2.68M -$52.3K -523 -2%
IAA
500
Independent Advisor Alliance
North Carolina
$2.66M -$511K -5,109 -18%