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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
501
Vestmark Advisory Solutions
Massachusetts
$394K +$385K +3,128 New
PWM
502
Perigon Wealth Management
California
$388K +$35.9K +292 +10%
AWM
503
AE Wealth Management
Kansas
$386K +$378K +3,071 New
MFAM
504
Motley Fool Asset Management
Virginia
$386K +$47.8K +389 +15%
BFIM
505
Beese Fulmer Investment Management
Ohio
$385K +$111K +905 +42%
VA
506
VestGen Advisors
Illinois
$382K +$16K +130 +7%
RFA
507
Register Financial Advisors
Georgia
$377K
EFG
508
Elevated Financial Group
Indiana
$375K +$27.8K +226 +8%
VI
509
Vestcor Inc
New Brunswick, Canada
$373K
National Bank of Canada
510
National Bank of Canada
Quebec, Canada
$362K +$83.9K +682 +31%
KA
511
Kovack Advisors
Florida
$361K -$12.2K -99 -3%
HWAM
512
Hennion & Walsh Asset Management
New Jersey
$360K +$85.6K +696 +32%
IA
513
IFP Advisors
Florida
$358K +$10.1K +82 +3%
CIM
514
Cambria Investment Management
California
$354K -$196K -1,595 -36%
ACA
515
Affinity Capital Advisors
California
$352K +$4.3K +35 +1%
CFM
516
Catalyst Funds Management
Australia
$350K +$343K +2,785 New
SLA
517
Silver Lake Advisory
Utah
$343K +$24.6K +200 +8%
Polen Capital Management
518
Polen Capital Management
Florida
$341K -$42.8K -348 -11%
JWCA
519
J.W. Cole Advisors
Florida
$339K -$60.3K -490 -15%
LA
520
LVW Advisors
New York
$339K +$46.6K +379 +16%
SWASL
521
Spartan Wealth Advisory Services LLC
Michigan
$338K +$330K +2,686 New
Chevy Chase Trust
522
Chevy Chase Trust
Maryland
$338K -$1.23K -10 -0.4%
Envestnet Portfolio Solutions
523
Envestnet Portfolio Solutions
Illinois
$336K -$153K -1,247 -32%
CIAS
524
Capital Investment Advisory Services
North Carolina
$335K -$70.7K -575 -18%
WHG
525
Westwood Holdings Group
Texas
$335K +$327K +2,661 New