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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
301
Prime Capital Investment Advisors
Kansas
$587K -$184K -967 -25%
CIM
302
Contravisory Investment Management
Massachusetts
$585K +$5.14K +27 +1%
WHG
303
Westwood Holdings Group
Texas
$581K -$3.24K -17 -0.6%
CI
304
Cigna Investments
Connecticut
$575K +$952 +5 +0.2%
BJL
305
Brighton Jones LLC
Washington
$568K +$3.05K +16 +0.6%
PA
306
Parallel Advisors
California
$565K -$14.1K -74 -3%
IC
307
Iconiq Capital
California
$564K +$43.2K +227 +9%
CIA
308
Concurrent Investment Advisors
Florida
$561K +$109K +572 +26%
KFI
309
Key Financial Inc
Pennsylvania
$553K
DADC
310
D.A. Davidson & Co
Montana
$551K +$61.3K +322 +14%
PFG
311
PAX Financial Group
Texas
$547K +$142K +747 +39%
PFS
312
Prospera Financial Services
Texas
$545K -$37.5K -197 -7%
CL
313
Choreo LLC
Illinois
$542K -$1.52K -8 -0.3%
PI
314
PFG Investments
New York
$535K +$10.7K +56 +2%
FAIM
315
Financial Advocates Investment Management
Washington
$531K +$243K +1,277 +96%
VA
316
Vident Advisory
Georgia
$518K +$117K +617 +32%
MC
317
Moors & Cabot
Massachusetts
$508K +$18.7K +98 +4%
WC
318
Wexford Capital
Florida
$506K +$472K +2,478 New
FAFN
319
First Affirmative Financial Network
Colorado
$505K +$8.19K +43 +2%
PP
320
PDS Planning
Ohio
$502K +$7.24K +38 +2%
First Manhattan
321
First Manhattan
New York
$497K -$24.6K -129 -5%
PEA
322
Park Edge Advisors
Ohio
$496K
OHWA
323
Oak Hill Wealth Advisors
Virginia
$493K
PWG
324
Portside Wealth Group
Utah
$493K +$170K +895 +59%
DAS
325
Diversify Advisory Services
Utah
$492K +$542K +2,845 New