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Name Holding Trade Value Shares
Change
Change in
Stake
AII
501
AGF Investments Inc
Ontario, Canada
$586K -$55.7K -248 -9%
AWM
502
Avior Wealth Management
Nebraska
$586K +$26.7K +119 +5%
EWM
503
Executive Wealth Management
Michigan
$585K +$75.9K +338 +16%
CGL
504
Clarius Group LLC
Washington
$582K +$25.4K +113 +5%
HVM
505
Harvest Volatility Management
Connecticut
$578K +$542K +2,412 New
PAS
506
Park Avenue Securities
New York
$570K -$43.4K -193 -8%
GSC
507
G&S Capital
Colorado
$566K +$2.7K +12 +0.5%
KWM
508
Kingsview Wealth Management
Oregon
$564K +$94.1K +419 +22%
Mercer Global Advisors
509
Mercer Global Advisors
Colorado
$564K +$139K +617 +36%
RJT
510
Raymond James Trust
Florida
$562K +$184K +820 +54%
SIC
511
Schwartz Investment Counsel
Michigan
$551K -$22.5K -100 -4%
KLC
512
Knowledge Leaders Capital
Colorado
$550K – – –
MWM
513
Minot Wealth Management
Massachusetts
$540K +$293K +1,305 +137%
PFGIA
514
Patriot Financial Group Insurance Agency
Massachusetts
$512K +$225 +1 +0%
EMG
515
ETF Managers Group
New Jersey
$505K +$42.2K +188 +10%
UCFA
516
United Capital Financial Advisors
Texas
$503K -$5.65M -25,125 -92%
MC
517
Maverick Capital
Texas
$501K -$1.64M -7,291 -78%
EAM
518
Evanson Asset Management
California
$499K +$162K +723 +53%
CWM
519
Calamos Wealth Management
Illinois
$493K -$7.01M -31,208 -94%
SFS
520
Sowell Financial Services
Arkansas
$491K -$149K -665 -24%
BFM
521
Boothbay Fund Management
New York
$479K +$449K +2,000 New
FAM
522
Fred Alger Management
New York
$473K – – –
QCM
523
Quantinno Capital Management
New York
$468K -$124K -553 -22%
ZB
524
Zions Bancorporation
Utah
$468K +$153K +679 +53%
BAM
525
Blueshift Asset Management
New Jersey
$468K +$439K +1,953 New