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Name Holding Trade Value Shares
Change
Change in
Stake
AFP
526
Ausdal Financial Partners
Iowa
$219K +$236K +11,745 New
MFG
527
Merit Financial Group
Georgia
$217K
PMFA
528
Plante Moran Financial Advisors
Michigan
$217K
VI
529
Versor Investments
New York
$216K +$232K +11,580 New
RIM
530
Regent Investment Management
Kentucky
$215K
BCM
531
BlueCrest Capital Management
Jersey
$214K -$232K -11,535 -50%
Lido Advisors
532
Lido Advisors
California
$214K +$231K +11,520 New
SFG
533
SNS Financial Group
Minnesota
$212K
KWM
534
Kingsview Wealth Management
Oregon
$212K +$228K +11,370 New
PIM
535
Parker Investment Management
California
$211K -$602 -30 -0.3%
GJIC
536
Gamble Jones Investment Counsel
California
$211K
NFG
537
Nadler Financial Group
Illinois
$207K
QCG
538
Quadrant Capital Group
Ohio
$207K +$128K +6,360 +115%
CPO
539
Cerity Partners OCIO
New York
$205K
GG
540
Gofen & Glossberg
Illinois
$204K
PGFC
541
Peapack-Gladstone Financial Corp
New Jersey
$204K +$219K +10,890 New
VCP
542
Vista Capital Partners
Oregon
$203K +$602 +30 +0.3%
BFG
543
Barber Financial Group
Kansas
$203K +$30.1K +1,500 +16%
CRC
544
Curi RMB Capital
Illinois
$202K
PWP
545
Principle Wealth Partners
Connecticut
$202K +$30.1K +1,500 +16%
AGM
546
Alpine Global Management
New York
$201K +$217K +10,800 New
SMH
547
Sanders Morris Harris
Texas
$200K
BFEC
548
Benjamin F. Edwards & Company
Missouri
$200K +$51.2K +2,550 +31%
EDRH
549
Edmond de Rothschild Holding
Switzerland
$191K -$74.7K -3,720 -27%
MWNA
550
Marshall Wace North America
New York
$186K +$200K +9,945 New