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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
451
Baystate Wealth Management
Massachusetts
$222K +$226K +8,100 New
OWA
452
One Wealth Advisors
California
$221K -$54.4K -1,950 -19%
FFN
453
Focus Financial Network
Minnesota
$219K +$223K +8,000 New
PAI
454
Pittenger & Anderson Inc
Nebraska
$217K +$221K +7,930 New
EWA
455
EverSource Wealth Advisors
Alabama
$216K -$1.67K -60 -0.8%
BCM
456
Brookstone Capital Management
Illinois
$211K +$222K +7,960 New
WA
457
Wambolt & Associates
Colorado
$210K +$203K +7,280 New
UFF
458
USA Financial Formulas
Michigan
$210K +$279 +10 +0.1%
MGP
459
Metis Global Partners
California
$209K +$213K +7,620 New
QC
460
QCM Cayman
Texas
$208K +$212K +7,600 New
FC
461
FORA Capital
Florida
$208K +$211K +7,570 New
SAM
462
Strategy Asset Managers
California
$206K -$18.4K -660 -8%
GFS
463
GYL Financial Synergies
Connecticut
$203K +$206K +7,390 New
GJIA
464
Glass Jacobson Investment Advisors
Maryland
$190K +$66.9K +2,400 +53%
PIA
465
Perennial Investment Advisors
California
$173K +$176K +6,300 New
S
466
SignatureFD
Georgia
$167K +$12.6K +450 +8%
CFGS
467
Concourse Financial Group Securities
Alabama
$157K +$63.3K +2,270 +65%
GRP
468
Global Retirement Partners
California
$155K +$125K +4,500 +437%
HNB
469
Huntington National Bank
Ohio
$155K -$70K -2,510 -31%
CLOS
470
Compagnie Lombard Odier SCmA
Switzerland
$152K -$125K -4,470 -45%
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$142K +$43.8K +1,570 +43%
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$140K +$12.3K +440 +9%
WBC
473
West Branch Capital
Massachusetts
$137K +$139K +5,000 New
PVH
474
Psagot Value Holdings
Israel
$135K +$139K +5,000 New
Ohio Public Employees Retirement System (OPERS)
475
Ohio Public Employees Retirement System (OPERS)
Ohio
$127K -$43.5K -1,560 -25%