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Name Holding Trade Value Shares
Change 		Change in
Stake
V
601
Veritable
Delaware
$812K +$1.05K +10 +0.1%
IAN
602
Integrated Advisors Network
Texas
$809K +$192K +1,830 +34%
LWAM
603
Legacy Wealth Asset Management
Minnesota
$807K +$748K +7,130 New
VA
604
Valmark Advisers
Ohio
$803K +$431K +4,110 +138%
HH
605
Hilltop Holdings
Texas
$801K +$11.5K +110 +2%
BL
606
BFSG LLC
California
$801K +$16.8K +160 +2%
OSAM
607
O'Shaughnessy Asset Management
Connecticut
$800K +$106K +1,010 +17%
VIA
608
Vident Investment Advisory
Georgia
$800K +$423K +4,030 +133%
FTC
609
Farmers Trust Company
Ohio
$792K -$7.35K -70 -1%
JWM
610
Jeppson Wealth Management
California
$791K +$10.5K +100 +1%
HAS
611
HBW Advisory Services
California
$791K +$59.8K +570 +9%
CP
612
Cumberland Partners
Ontario, Canada
$790K +$735K +7,000 New
JGC
613
J. Goldman & Co
New York
$771K -$31.5K -300 -4%
CCP
614
Cardan Capital Partners
Colorado
$770K – – –
RJT
615
Raymond James Trust
Florida
$769K -$110K -1,050 -13%
FAM
616
Fulcrum Asset Management
United Kingdom
$769K – – –
AG
617
Aperio Group
California
$766K +$211K +2,010 +42%
SS
618
Sunbelt Securities
Texas
$766K +$480K +4,570 +208%
LCM
619
Landscape Capital Management
New Jersey
$752K – – –
ICP
620
Interchange Capital Partners
Pennsylvania
$752K +$698K +6,650 New
LWAC
621
Laurel Wealth Advisors (California)
California
$740K -$156K -1,490 -19%
DC
622
Diametric Capital
Massachusetts
$740K +$687K +6,540 New
VWM
623
Vigilare Wealth Management
Arizona
$739K -$109K -1,040 -14%
BJL
624
Brighton Jones LLC
Washington
$730K -$1.43M -13,660 -68%
KLCM
625
KG&L Capital Management
Louisiana
$727K +$280K +2,670 +71%
23 24
25
26 27