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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
201
Ritholtz Wealth Management
New York
$1.94M +$477K +9,881 +33%
AAM
202
Advisors Asset Management
Colorado
$1.92M +$108K +2,229 +6%
BPA
203
Beacon Pointe Advisors
California
$1.88M -$71.1K -1,473 -4%
AF
204
Aviso Financial
Ontario, Canada
$1.87M +$1.86M +38,557 New
FFM
205
Forum Financial Management
Illinois
$1.84M +$23.8K +493 +1%
MWM
206
Meridian Wealth Management
Kentucky
$1.81M +$1.8M +37,397 New
OPA
207
Old Port Advisors
Maine
$1.78M +$24.5K +508 +1%
BS
208
Banco Santander
Spain
$1.77M +$28.5K +590 +2%
SIA
209
Schechter Investment Advisors
Michigan
$1.75M -$588K -12,184 -25%
CGH
210
Crossmark Global Holdings
Texas
$1.74M +$32K +664 +2%
HPG
211
Harvest Portfolios Group
Ontario, Canada
$1.73M -$241K -5,000 -12%
CIA
212
Cascade Investment Advisors
Oregon
$1.71M +$38.6K +800 +2%
CIA
213
Concurrent Investment Advisors
Florida
$1.7M +$1.69M +35,090 New
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$1.69M -$928K -19,245 -36%
SI
215
Stephens Inc
Arkansas
$1.69M -$149K -3,084 -8%
S
216
SignatureFD
Georgia
$1.68M +$57.4K +1,190 +4%
WWA
217
WCG Wealth Advisors
Nevada
$1.66M +$183K +3,790 +12%
AAS
218
Avantax Advisory Services
Texas
$1.64M +$601K +12,468 +58%
WW
219
Waterfront Wealth
Kansas
$1.62M +$28.3K +586 +2%
RCM
220
Raleigh Capital Management
North Carolina
$1.62M +$313K +6,491 +24%
CUAMC
221
China Universal Asset Management Company
China
$1.61M -$943K -19,550 -37%
JWM
222
JPL Wealth Management
Colorado
$1.6M +$113K +2,338 +8%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$1.56M +$16K +332 +1%
RPSA
224
Richard P. Slaughter Associates
Texas
$1.56M +$117K +2,422 +8%
WA
225
Wealth Alliance
New York
$1.54M +$365K +7,566 +31%