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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
476
Lenox Wealth Advisors
New York
$65K -$37.9K -225 -31%
CFG
477
Citizens Financial Group
Rhode Island
$62K -$8.26K -49 -9%
NFG
478
Next Financial Group
Texas
$62K – – –
FRA
479
Front Row Advisors
California
$61K – – –
HWM
480
HighMark Wealth Management
Minnesota
$59K -$3.88K -23 -5%
CAPTRUST Financial Advisors
481
CAPTRUST Financial Advisors
North Carolina
$55K +$74K +439 New
TFO
482
Tarbox Family Office
California
$54K +$2.02K +12 +3%
CIS
483
Capital International Sarl
California
$54K +$69.9K +415 New
PCM
484
Pinz Capital Management
New York
$52K +$67.4K +400 New
PCM
485
Penserra Capital Management
California
$43K +$2.86K +17 +7%
CFGS
486
Concourse Financial Group Securities
Alabama
$42K -$8.76K -52 -14%
BFEC
487
Benjamin F. Edwards & Company
Missouri
$40K – – –
GT
488
Glenmede Trust
Pennsylvania
$38K – – –
WAP
489
Wealthcare Advisory Partners
Pennsylvania
$37K – – –
CAL
490
Capital Analysts LLC
Pennsylvania
$37K +$47.5K +282 New
FP
491
Financial Perspectives
Minnesota
$36.1K – – –
KTC
492
Kistler-Tiffany Companies
Pennsylvania
$35K – – –
SFSIG
493
San Francisco Sentry Investment Group
California
$35K +$4.89K +29 +12%
O
494
Ossiam
France
$31K -$81.2K -482 -67%
VFA
495
Valeo Financial Advisors
Indiana
$30K -$8.59K -51 -20%
MAM
496
Meeder Asset Management
Ohio
$30K +$337 +2 +0.9%
OPS
497
Orion Portfolio Solutions
Nebraska
$30K +$1.18K +7 +3%
IA
498
IFP Advisors
Florida
$27K -$337 -2 -1%
IRAG
499
Investment Research & Advisory Group
Georgia
$27K – – –
NSIM
500
North Star Investment Management
Illinois
$26K – – –