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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
401
Capital Investment Advisors
Georgia
$337K
PFA
402
Pathway Financial Advisors
Vermont
$334K
RMDI
403
R.M. Davis Inc
Maine
$331K -$28K -500 -8%
BFO
404
Boston Family Office
Massachusetts
$331K +$5.37K +96 +2%
CBA
405
Coastal Bridge Advisors
Connecticut
$329K +$280 +5 +0.1%
FA
406
FDx Advisors
Illinois
$326K -$327K -5,852 -50%
CWS
407
Confluence Wealth Services
Pennsylvania
$323K +$224 +4 +0.1%
ACM
408
Alta Capital Management
Utah
$322K -$12K -215 -4%
OC
409
Oppenheimer & Co
New York
$319K -$9.85K -176 -3%
AAM
410
AR Asset Management
California
$319K -$7.44K -133 -2%
VA
411
Vident Advisory
Georgia
$318K +$319K +5,707 New
Lido Advisors
412
Lido Advisors
California
$315K +$7.27K +130 +2%
AF
413
Allworth Financial
California
$313K -$7.44K -133 -2%
MC
414
Moors & Cabot
Massachusetts
$309K +$168 +3 +0.1%
AIG
415
American International Group
New York
$308K -$22.4K -400 -7%
DAS
416
Dynamic Advisor Solutions
Arizona
$306K +$7.89K +141 +3%
WTC
417
WhitTier Trust Company
Nevada
$306K -$56 -1 -0%
JF
418
Jump Financial
Illinois
$304K -$466K -8,334 -60%
QCM
419
Quantinno Capital Management
New York
$303K +$304K +5,431 New
RCG
420
Rock Creek Group
District of Columbia
$302K -$22.3K -398 -7%
PL
421
Parthenon LLC
Kentucky
$301K
BFG
422
Bleakley Financial Group
New Jersey
$300K -$24K -429 -7%
SS
423
Simplicity Solutions
Minnesota
$300K -$14.3K -256 -5%
GH
424
GAM Holding
Switzerland
$298K -$5.12M -91,451 -94%
CCA
425
Checchi Capital Advisers
California
$291K