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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
201
Milestone Asset Management
Pennsylvania
$325K
FAFN
202
First Affirmative Financial Network
Colorado
$323K +$352K +3,739 New
BCI
203
Brinker Capital Investments
Pennsylvania
$318K +$133K +1,409 +62%
IWMO
204
Integrated Wealth Management (Ohio)
Ohio
$318K -$87.4K -929 -20%
DWM
205
Dakota Wealth Management
Florida
$307K
AA
206
Addison Advisors
Vermont
$299K -$2.16K -23 -0.7%
IA
207
Inspire Advisors
Idaho
$299K +$325K +3,460 New
GIM
208
Gold Investment Management
Alberta, Canada
$294K
LOAMS
209
Lombard Odier Asset Management (Switzerland)
Switzerland
$290K +$316K +3,357 New
HFO
210
Heritage Family Offices
Arizona
$289K +$315K +3,344 New
State of Tennessee, Department of Treasury
211
State of Tennessee, Department of Treasury
Tennessee
$276K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$276K +$1.22K +13 +0.4%
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$271K +$30K +319 +11%
GCM
214
Genus Capital Management
British Columbia, Canada
$265K -$115K -1,219 -28%
WCG
215
Weaver Consulting Group
California
$259K
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$259K
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$257K -$37.4K -398 -12%
GWM
218
Geneos Wealth Management
Colorado
$255K
CP
219
Canopy Partners
Ohio
$251K +$3.48K +37 +1%
HighTower Advisors
220
HighTower Advisors
Illinois
$250K -$1.41K -15 -0.5%
US Bancorp
221
US Bancorp
Minnesota
$244K -$2.63K -28 -1%
SNT
222
SIG North Trading
Pennsylvania
$241K -$33.4K -355 -11%
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$235K +$256K +2,723 New
VT
224
Vise Technologies
New York
$231K
WHG
225
Westwood Holdings Group
Texas
$231K +$252K +2,677 New