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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
601
OneDigital Investment Advisors
Kansas
$1.3M -$55.5K -380 -4%
SFA
602
Souders Financial Advisors
Ohio
$1.3M +$362K +2,480 +36%
BIAS
603
Beacon Investment Advisory Services
New Jersey
$1.3M +$142K +970 +11%
CCIA
604
Cherry Creek Investment Advisors
Colorado
$1.29M -$7.31K -50 -0.5%
DAS
605
Dynamic Advisor Solutions
Arizona
$1.28M -$606K -4,150 -31%
IAN
606
Integrated Advisors Network
Texas
$1.28M -$231K -1,580 -15%
ACM
607
Ashford Capital Management
Delaware
$1.27M
BPC
608
Banque Pictet & Cie
Switzerland
$1.27M +$1.02M +6,950 +309%
BC
609
BIT Capital
Germany
$1.26M +$26.3K +180 +2%
GC
610
Guggenheim Capital
Illinois
$1.26M -$61.4K -420 -4%
VFM
611
Vivid Financial Management
California
$1.26M +$226K +1,550 +20%
PCS
612
Personal CFO Solutions
New Jersey
$1.26M +$89.1K +610 +7%
GVAG
613
Great Valley Advisor Group
Delaware
$1.26M
CFD
614
Creative Financial Designs
Indiana
$1.25M +$29.2K +200 +2%
FC
615
Forte Capital
New York
$1.25M +$10.2K +70 +0.8%
CP
616
Covenant Partners
Tennessee
$1.25M
CPIG
617
Chicago Partners Investment Group
Illinois
$1.24M -$121K -830 -5%
SIC
618
Salem Investment Counselors
North Carolina
$1.24M +$1.23M +8,400 +1,474%
PGWM
619
Pitti Group Wealth Management
New York
$1.23M +$1.31M +8,960 New
Fiera Capital (Canada)
620
Fiera Capital (Canada)
Quebec, Canada
$1.23M -$49.7K -340 -4%
EGA
621
Eagle Global Advisors
Texas
$1.23M
SVWAG
622
Sound View Wealth Advisors Group
Georgia
$1.23M +$33.6K +230 +3%
CFG
623
Citizens Financial Group
Rhode Island
$1.23M +$278K +1,900 +27%
AIM
624
Arcadia Investment Management
Michigan
$1.23M
FRA
625
Frank Rimerman Advisors
California
$1.22M +$222K +1,520 +21%