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Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
401
Laurel Wealth Advisors (California)
California
$201K -$145K -1,325 -37%
CAL
402
Capital Analysts LLC
Pennsylvania
$201K +$137K +1,250 +126%
Schroder Investment Management Group
403
Schroder Investment Management Group
United Kingdom
$193K +$246K +2,236 New
PCIA
404
Prime Capital Investment Advisors
Kansas
$188K +$230K +2,096 New
AWM
405
Avior Wealth Management
Nebraska
$185K
CII
406
Capital International Inc
California
$170K +$208K +1,898 New
US Bancorp
407
US Bancorp
Minnesota
$163K +$72.1K +657 +57%
CI
408
Capital International
California
$158K +$193K +1,760 New
S
409
SignatureFD
Georgia
$141K +$125K +1,136 +256%
SBSB
410
Sullivan, Bruyette, Speros & Blaney
Virginia
$139K +$171K +1,554 New
VFA
411
Valeo Financial Advisors
Indiana
$134K +$19.1K +174 +14%
CCA
412
Column Capital Advisors
Indiana
$131K +$61.9K +564 +63%
S
413
Seeyond
France
$130K -$2.09K -19 -2%
CLOS
414
Compagnie Lombard Odier SCmA
Switzerland
$116K -$57.1K -520 -29%
ECM
415
ExodusPoint Capital Management
New York
$115K -$6.64M -60,463 -98%
CIA
416
CSat Investment Advisory
Michigan
$110K +$8.23K +75 +6%
SFS
417
Sowell Financial Services
Arkansas
$107K -$19.8K -180 -13%
CFG
418
Citizens Financial Group
Rhode Island
$105K +$118K +1,071 +1,030%
GCM
419
Gables Capital Management
Florida
$98K
LS
420
Livforsakringsbolaget Skandia
Sweden
$98K
ASN
421
Advisory Services Network
Georgia
$80K -$39.3K -358 -29%
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$73K -$12K -109 -12%
SPIA
423
Steward Partners Investment Advisory
New York
$72K -$35.7K -325 -29%
FWM
424
Focused Wealth Management
New York
$66K +$2.2K +20 +3%
LWA
425
Lenox Wealth Advisors
New York
$65K