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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
301
Ameritas Investment Partners
Nebraska
$747K +$32.9K +2,115 +4%
VIA
302
Vident Investment Advisory
Georgia
$746K +$217K +13,965 +39%
II
303
Inspire Investing
Idaho
$745K +$40.4K +2,595 +5%
KIA
304
KCM Investment Advisors
California
$743K +$11K +705 +1%
BOS
305
Bingham Osborn & Scarborough
California
$724K -$13.1K -840 -2%
OWM
306
Opes Wealth Management
California
$720K +$752K +48,345 New
MFAM
307
Motley Fool Asset Management
Virginia
$698K +$129K +8,280 +21%
AAS
308
Avantax Advisory Services
Texas
$685K +$79.6K +5,115 +13%
FWM
309
Focused Wealth Management
New York
$683K -$142K -9,150 -17%
MAFM
310
Mid Atlantic Financial Management
Pennsylvania
$680K +$386K +24,825 +119%
CL
311
CPWM LLC
Washington
$676K -$9.34K -600 -1%
BBCM
312
Boardman Bay Capital Management
New York
$670K +$700K +45,000 New
SPM
313
Symmetry Peak Management
Pennsylvania
$670K +$700K +45,000 New
EWM
314
Evercore Wealth Management
New York
$669K -$19.6K -1,260 -3%
COI
315
Connable Office Inc
Michigan
$661K +$154K +9,870 +29%
IRF
316
IBM Retirement Fund
New York
$658K +$24K +1,545 +4%
ECM
317
ETrade Capital Management
Virginia
$656K -$120K -7,695 -15%
SC
318
Scotia Capital
Ontario, Canada
$655K -$31.7K -2,040 -4%
WAM
319
Wealthspire Advisors (Maryland)
Maryland
$655K +$240K +15,405 +54%
AAM
320
Advisors Asset Management
Colorado
$638K -$31.3K -2,010 -4%
PCIA
321
Prime Capital Investment Advisors
Kansas
$635K -$812K -52,170 -55%
KFGK
322
Keystone Financial Group (Kentucky)
Kentucky
$635K +$76.3K +4,905 +13%
EFS
323
Essex Financial Services
Connecticut
$630K -$116K -7,440 -15%
WS
324
Wedbush Securities
California
$625K +$65.6K +4,215 +11%
KeyBank National Association
325
KeyBank National Association
Ohio
$621K +$53.7K +3,450 +9%