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Name Holding Trade Value Shares
Change
Change in
Stake
RFC
576
Regions Financial Corp
Alabama
$210K -$149K -751 -44%
APA
577
American Portfolios Advisors
New York
$208K +$36.4K +184 +24%
HSA
578
HBK Sorce Advisory
Pennsylvania
$206K +$189K +956 New
JFA
579
Johanson Financial Advisors
California
$205K -$41.5K -210 -19%
BP
580
Ballentine Partners
Massachusetts
$204K +$188K +950 New
MWM
581
Minot Wealth Management
Massachusetts
$204K +$188K +950 New
WS
582
Wedbush Securities
California
$200K -$63.9K -323 -26%
AW
583
Alpha Windward
Massachusetts
$187K
KAM
584
Karani Asset Management
New York
$187K +$172K +868 New
S
585
SignatureFD
Georgia
$174K +$47.3K +239 +42%
OSAM
586
O'Shaughnessy Asset Management
Connecticut
$154K +$22.4K +113 +19%
CA
587
Clearstead Advisors
Ohio
$149K
GWM
588
Geneos Wealth Management
Colorado
$142K +$36.6K +185 +39%
GC
589
Grace Capital
Massachusetts
$139K +$129K +650 New
QCG
590
Quadrant Capital Group
Ohio
$119K +$47.7K +241 +77%
ASN
591
Advisory Services Network
Georgia
$115K +$105K +532 New
SFSIG
592
San Francisco Sentry Investment Group
California
$108K +$9.69K +49 +11%
Capstone Investment Advisors
593
Capstone Investment Advisors
New York
$106K +$97.7K +494 New
SBL
594
Sargent Bickham Lagudis
Colorado
$101K +$24.1K +122 +35%
HWM
595
HighMark Wealth Management
Minnesota
$99K
AF
596
Advisornet Financial
Minnesota
$92K -$44.9K -227 -35%
CAPTRUST Financial Advisors
597
CAPTRUST Financial Advisors
North Carolina
$89K
FRA
598
Front Row Advisors
California
$89K
TFO
599
Tarbox Family Office
California
$87K
LOIM
600
Liberty One Investment Management
Illinois
$87K +$34K +172 +74%