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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
501
Holistic Financial Partners
Indiana
$479K – – –
BAMF
502
BI Asset Management Fondsmaeglerselskab
Denmark
$476K +$294K +871 +92%
AIC
503
Ameritas Investment Company
Nebraska
$473K +$468K +1,388 +329%
AAM
504
Azzad Asset Management
Virginia
$472K +$87K +258 +17%
WAP
505
Wealthcare Advisory Partners
Pennsylvania
$471K -$24.9K -74 -4%
SWA
506
Stratos Wealth Advisors
Ohio
$470K -$4.72K -14 -0.8%
FQ
507
First Quadrant
California
$469K +$605K +1,793 New
MMG
508
Monetary Management Group
Missouri
$468K – – –
SLAM
509
Swiss Life Asset Management
$466K -$4.11M -12,193 -87%
NFG
510
Nations Financial Group
Iowa
$464K -$1.73M -5,117 -74%
C
511
Certuity
Florida
$462K -$9.44K -28 -2%
BO
512
BRR OpCo
Ohio
$455K +$13.5K +40 +2%
LMAM
513
Legg Mason Asset Management
Japan
$454K +$31K +92 +6%
HSA
514
HBK Sorce Advisory
Pennsylvania
$452K -$15.5K -46 -3%
NFG
515
Next Financial Group
Texas
$450K -$87.7K -260 -13%
SS
516
Simplicity Solutions
Minnesota
$445K +$155K +460 +37%
BMCM
517
Burns Matteson Capital Management
New York
$442K +$570K +1,692 New
HI
518
Harbour Investments
Wisconsin
$442K -$42.1K -125 -7%
MIM
519
Moseley Investment Management
Florida
$438K +$83.6K +248 +18%
WP
520
WealthShield Partners
North Carolina
$435K +$436K +1,292 +346%
BJL
521
Brighton Jones LLC
Washington
$433K +$240K +712 +76%
GIA
522
Gladstone Institutional Advisory
Florida
$432K -$190K -563 -25%
KPWS
523
Kestra Private Wealth Services
Texas
$432K -$117K -348 -17%
CG
524
Caprock Group
Idaho
$431K +$36.1K +107 +7%
DT
525
Diversified Trust
Tennessee
$429K +$105K +311 +23%
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