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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
576
CIBC Private Wealth Group
Georgia
$314K -$13K -58 -4%
QP
577
Quilter Plc
United Kingdom
$310K +$17.1K +76 +6%
Koshinski Asset Management
578
Koshinski Asset Management
Illinois
$310K +$259K +1,153 New
CAN
579
Cetera Advisor Networks
California
$309K +$290K +1,290 New
VWM
580
Venturi Wealth Management
Texas
$307K -$18.2K -81 -6%
TSS
581
Two Sigma Securities
New York
$307K +$288K +1,283 New
GAM
582
Gemmer Asset Management
California
$306K – – –
BRWA
583
B. Riley Wealth Advisors
Florida
$305K +$285K +1,270 New
AT
584
Arden Trust
Delaware
$305K +$286K +1,274 New
Cerity Partners
585
Cerity Partners
New York
$294K +$276K +1,228 New
VWM
586
Vigilare Wealth Management
Arizona
$293K -$22.5K -100 -8%
NFC
587
Northeast Financial Consultants
Connecticut
$293K – – –
MIFH
588
Migdal Insurance & Financial Holdings
Israel
$292K -$8.61M -38,313 -97%
Bank Julius Baer & Co
589
Bank Julius Baer & Co
Switzerland
$292K -$10.3K -46 -4%
NB
590
Norinchukin Bank
Japan
$292K +$274K +1,220 New
ER
591
Enlightenment Research
Florida
$287K -$495K -2,202 -65%
SWAG
592
Spectrum Wealth Advisory Group
California
$285K -$279K -1,240 -51%
TPCM
593
Three Peaks Capital Management
Colorado
$283K -$3.15K -14 -1%
OIA
594
OneDigital Investment Advisors
Kansas
$283K – – –
RFC
595
Regions Financial Corp
Alabama
$279K +$43.1K +192 +20%
DWP
596
Destiny Wealth Partners
Florida
$279K +$261K +1,163 New
GC
597
Grace Capital
Massachusetts
$278K +$67.4K +300 +46%
PCS
598
Personal CFO Solutions
New Jersey
$277K -$237K -1,053 -48%
GDP
599
Great Diamond Partners
Maine
$277K -$10.3K -46 -4%
OSAM
600
O'Shaughnessy Asset Management
Connecticut
$277K +$98.9K +440 +61%