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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
326
Personal CFO Solutions
New Jersey
$908K +$884K +4,766 New
TI
327
tru Independence
Oregon
$902K +$369K +1,991 +73%
BFO
328
Boston Family Office
Massachusetts
$900K
O
329
Ossiam
France
$886K +$192K +1,034 +29%
DC
330
Derby & Company
Massachusetts
$881K
SFS
331
Sowell Financial Services
Arkansas
$872K +$51.9K +280 +7%
CM
332
Castleark Management
Illinois
$860K -$539K -2,905 -39%
AF
333
Advisornet Financial
Minnesota
$835K -$557 -3 -0.1%
KeyBank National Association
334
KeyBank National Association
Ohio
$835K +$1.67K +9 +0.2%
Mirae Asset Global Investments
335
Mirae Asset Global Investments
South Korea
$834K +$8.35K +45 +1%
FMT
336
First Mercantile Trust
Tennessee
$833K -$65.7K -354 -7%
Commonwealth Equity Services
337
Commonwealth Equity Services
Massachusetts
$819K +$48.2K +260 +6%
VIA
338
Vident Investment Advisory
Georgia
$799K +$124K +670 +19%
V
339
Veritable
Delaware
$797K -$58.8K -317 -7%
SWP
340
Strategic Wealth Partners
Ohio
$794K +$232K +1,250 +43%
S
341
SignatureFD
Georgia
$793K +$6.31K +34 +0.8%
SBH
342
Segall Bryant & Hamill
Illinois
$788K
Creative Planning
343
Creative Planning
Kansas
$772K +$8.72K +47 +1%
ARMT
344
Amica Retiree Medical Trust
Rhode Island
$772K +$223K +1,203 +42%
MOS
345
MGO One Seven
Ohio
$768K -$14.3K -77 -2%
VF
346
Virtu Financial
New York
$759K +$739K +3,985 New
AII
347
AGF Investments Inc
Ontario, Canada
$749K -$18.6K -100 -2%
LIA
348
LS Investment Advisors
Michigan
$748K -$681K -3,671 -48%
IAN
349
Integrated Advisors Network
Texas
$738K +$388K +2,090 +117%
CB
350
Commerce Bank
Missouri
$734K -$27.1K -146 -4%