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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
501
CIBC Private Wealth Group
Georgia
$395K -$20.2K -316 -5%
PA
502
Profund Advisors
Maryland
$393K -$46.7K -731 -11%
IAN
503
Integrated Advisors Network
Texas
$379K -$1.28K -20 -0.4%
TC
504
TownSquare Capital
Utah
$377K +$350K +5,480 New
FTWA
505
Fifth Third Wealth Advisors
Ohio
$376K +$4.15K +65 +1%
AFG
506
Atomi Financial Group
New York
$367K +$40.7K +637 +14%
VIM
507
Vista Investment Management
Pennsylvania
$365K -$4.79K -75 -1%
WIM
508
Warwick Investment Management
Texas
$365K +$339K +5,310 New
VSQM
509
V-Square Quantitative Management
Illinois
$362K -$32.2K -505 -9%
SFA
510
Sequoia Financial Advisors
Ohio
$360K +$4.66K +73 +1%
CCA
511
Checchi Capital Advisers
California
$359K +$102K +1,600 +44%
AC
512
Avestar Capital
New York
$357K +$12.5K +196 +4%
PCS
513
Personal CFO Solutions
New Jersey
$357K +$511 +8 +0.2%
SPA
514
Sherbrooke Park Advisers
New York
$357K +$331K +5,187 New
OIA
515
OneDigital Investment Advisors
Kansas
$352K +$3.32K +52 +1%
LS
516
Livforsakringsbolaget Skandia
Sweden
$351K
EIA
517
Edgemoor Investment Advisors
Maryland
$351K
RWMH
518
Riverpoint Wealth Management Holdings
Illinois
$350K
RBFC
519
Roman Butler Fullerton & Co
Missouri
$346K -$9.64K -151 -3%
NSIM
520
North Star Investment Management
Illinois
$341K -$25.5K -400 -7%
PMA
521
Prudent Man Advisors
Illinois
$341K
CFSG
522
Community Financial Services Group
Vermont
$336K -$169K -2,645 -35%
SMA
523
Sage Mountain Advisors
Georgia
$335K +$12.8K +201 +4%
CTC
524
Cetera Trust Company
Minnesota
$328K
BTI
525
Blue Trust Inc
Georgia
$328K +$44.1K +690 +17%