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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
526
Personal Capital Advisors
California
$449K -$13.9K -89 -3%
CBA
527
Coastal Bridge Advisors
Connecticut
$444K +$8.92K +57 +2%
PFWA
528
Paces Ferry Wealth Advisors
Georgia
$441K -$79.5K -508 -15%
CFA
529
Compass Financial Advisors
Indiana
$440K – – –
IWS
530
Insight Wealth Strategies
California
$438K – – –
AFC
531
AFT Forsyth & Company
Florida
$438K +$11.7K +75 +3%
EMG
532
ETF Managers Group
New Jersey
$436K +$17.2K +110 +4%
IIM
533
Ironwood Investment Management
Massachusetts
$434K -$5.95K -38 -1%
AG
534
Ascent Group
Virginia
$431K +$64.3K +411 +17%
CRIG
535
Charter Research & Investment Group
Connecticut
$430K – – –
LS
536
Leelyn Smith
Illinois
$429K +$191K +1,218 +76%
NB
537
Norinchukin Bank
Japan
$427K +$2.04K +13 +0.5%
AAS
538
Avantax Advisory Services
Texas
$426K +$13.9K +89 +3%
Mercer Global Advisors
539
Mercer Global Advisors
Colorado
$425K -$135K -860 -24%
PA
540
Parallel Advisors
California
$425K +$50.7K +324 +13%
SG
541
Stonnington Group
California
$422K +$203K +1,300 +82%
LPIC
542
LeJeune Puetz Investment Counsel
Michigan
$418K +$430K +2,748 New
SCA
543
Snowden Capital Advisors
New York
$414K +$82.5K +527 +24%
CGL
544
Clarius Group LLC
Washington
$413K -$5.17K -33 -1%
SCP
545
Stamos Capital Partners
California
$408K +$419K +2,680 New
Nomura Holdings
546
Nomura Holdings
Japan
$407K -$99.4K -635 -19%
ECM
547
Exchange Capital Management
Michigan
$407K +$418K +2,673 New
CWA
548
Clarity Wealth Advisors
California
$403K -$6.26K -40 -1%
Bessemer Group
549
Bessemer Group
New Jersey
$400K +$30.4K +194 +8%
BP
550
BBR Partners
New York
$399K +$86.1K +550 +27%