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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
451
Level Four Advisory Services
Texas
$235K -$14.4K -317 -6%
PMA
452
Prudent Man Advisors
Illinois
$234K +$1.18K +26 +0.5%
DLG
453
Daniel L. Goodwin
$234K -$388K -8,550 -63%
ASN
454
Advisory Services Network
Georgia
$234K +$10.5K +231 +5%
AWA
455
Arkadios Wealth Advisors
Georgia
$233K -$37.3K -822 -14%
CI
456
Cigna Investments
Connecticut
$229K
PCS
457
Personal CFO Solutions
New Jersey
$228K -$997 -22 -0.5%
MCM
458
MAI Capital Management
Ohio
$226K +$4.03K +89 +2%
AIP
459
Ameritas Investment Partners
Nebraska
$224K -$17.2K -380 -7%
Bessemer Group
460
Bessemer Group
New Jersey
$214K +$20.6K +455 +11%
SCM
461
Schnieders Capital Management
California
$212K -$146K -3,215 -42%
WIM
462
Warwick Investment Management
Texas
$209K +$200K +4,412 New
SWM
463
SeaCrest Wealth Management
New York
$208K +$200K +4,403 New
CCA
464
Checchi Capital Advisers
California
$208K +$199K +4,401 New
OIA
465
OneDigital Investment Advisors
Kansas
$208K +$199K +4,395 New
SSWM
466
Sheets Smith Wealth Management
North Carolina
$207K +$198K +4,375 New
EP
467
Edgestream Partners
New Jersey
$206K -$110K -2,422 -36%
ISL
468
Ingalls & Snyder LLC
New York
$204K -$46K -1,016 -19%
LWM
469
Laidlaw Wealth Management
New York
$202K +$193K +4,264 New
VAS
470
Vestmark Advisory Solutions
Massachusetts
$202K +$193K +4,263 New
DWM
471
Dakota Wealth Management
Florida
$200K +$192K +4,240 New
NSIM
472
North Star Investment Management
Illinois
$184K +$92.7K +2,046 +110%
DSC
473
Duncker Streett & Co
Missouri
$180K
LC
474
Lindbrook Capital
California
$167K +$952 +21 +0.6%
CAS
475
Coppell Advisory Solutions
Texas
$165K +$157K +3,474 New