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Name Holding Trade Value Shares
Change
Change in
Stake
CAI
401
Capital Advisors Inc
Oklahoma
$47.8M +$9.97M +24,196 +23%
LMIM
402
Lockheed Martin Investment Management
Maryland
$45.5M -$7.25M -17,600 -13%
PAS
403
Park Avenue Securities
New York
$45.3M +$4.6M +11,175 +10%
MWM
404
Mission Wealth Management
California
$45.3M +$62.2K +151 +0.1%
RP
405
Riverbridge Partners
Minnesota
$45.2M -$4.65M -11,299 -8%
BPA
406
Beacon Pointe Advisors
California
$45M +$13.4M +32,432 +37%
BWP
407
Balboa Wealth Partners
Arizona
$44.9M -$168K -408 -0.3%
SWP
408
Stratos Wealth Partners
Ohio
$44.8M +$2.2M +5,347 +5%
EWA
409
EP Wealth Advisors
California
$44.8M +$2.9M +7,034 +6%
PEAK6
410
PEAK6
Illinois
$44.7M +$38.1M +92,376 +331%
AF
411
Allworth Financial
California
$44.5M +$867K +2,105 +2%
MCM
412
MAI Capital Management
Ohio
$44.5M +$2.27M +5,509 +5%
DILIC
413
Dai-ichi Life Insurance Company
Japan
$44.3M -$8.67M -21,053 -15%
AI
414
Atria Investments
North Carolina
$44.1M +$2.07M +5,030 +4%
SPWM
415
Straight Path Wealth Management
Michigan
$44M +$105K +254 +0.2%
HWM
416
HB Wealth Management
Georgia
$43.6M +$3.32M +8,063 +7%
S
417
SignatureFD
Georgia
$43.5M +$189K +460 +0.4%
BCP
418
BSN Capital Partners
United Kingdom
$43.1M
IAA
419
Independent Advisor Alliance
North Carolina
$42.7M -$617K -1,497 -1%
FFA
420
Farther Finance Advisors
California
$42.7M +$3.77M +9,146 +9%
SFA
421
Sequoia Financial Advisors
Ohio
$42.3M +$1.73M +4,193 +4%
ALMGDA
422
AG2R La Mondiale Gestion d'Actifs
France
$42.1M +$475K +1,154 +1%
BCI
423
Brinker Capital Investments
Pennsylvania
$42M -$7.75M -18,809 -14%
MFAM
424
Motley Fool Asset Management
Virginia
$41.9M -$14.8M -35,918 -24%
UCFA
425
United Capital Financial Advisors
Texas
$41.8M -$477K -1,159 -1%