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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
351
Cerity Partners
New York
$209K -$182K -13,337 -46%
S
352
SimplyRich
California
$209K -$29.9K -2,194 -12%
AWA
353
Arkadios Wealth Advisors
Georgia
$209K +$212K +15,593 New
CG
354
Cutler Group
California
$203K +$12.9K +945 +7%
Pictet Asset Management
355
Pictet Asset Management
Switzerland
$188K +$191K +14,062 New
IA
356
Inspire Advisors
Idaho
$188K +$18.5K +1,360 +11%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$188K +$191K +14,010 New
VA
358
Vident Advisory
Georgia
$185K +$188K +13,809 New
GAM
359
Gould Asset Management
California
$182K
CCA
360
Conservest Capital Advisors
Pennsylvania
$182K
CA
361
Calton & Associates
Florida
$179K +$182K +13,350 New
CIM
362
Confluence Investment Management
Missouri
$179K -$23K -1,688 -11%
PCM
363
Prelude Capital Management
New York
$178K +$181K +13,300 New
DAS
364
Dynamic Advisor Solutions
Arizona
$177K +$180K +13,225 New
Allianz Asset Management
365
Allianz Asset Management
Germany
$174K -$95.3K -7,000 -35%
FWIA
366
Fort Washington Investment Advisors
Ohio
$173K
OC
367
Oppenheimer & Co
New York
$171K +$27.2K +2,002 +19%
BP
368
Ballentine Partners
Massachusetts
$168K +$171K +12,547 New
QCM
369
Quantinno Capital Management
New York
$167K +$170K +12,499 New
MMPW
370
Mitchell McLeod Pugh & Williams
Alabama
$166K
SBIA
371
Sheaff Brock Investment Advisors
Indiana
$162K -$5.44K -400 -3%
AWM
372
Axxcess Wealth Management
California
$161K +$164K +12,040 New
PWPS
373
Pinnacle Wealth Planning Services
Ohio
$161K +$3.4K +250 +2%
MA
374
Mutual Advisors
Nebraska
$159K -$26.5K -1,947 -14%
FHA
375
Flagship Harbor Advisors
Massachusetts
$158K -$35.4K -2,601 -18%