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Name Holding Trade Value Shares
Change
Change in
Stake
PA
576
Paragon Advisors
Texas
$442K -$1.33K -4 -0.3%
JSL
577
JT Stratford LLC
Georgia
$438K +$13K +39 +4%
VFM
578
Vivid Financial Management
California
$437K -$27.6K -83 -7%
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$432K +$167K +500 +81%
CLOS
580
Compagnie Lombard Odier SCmA
Switzerland
$425K +$167K +500 +83%
GWSG
581
GPS Wealth Strategies Group
Colorado
$421K +$29.6K +89 +9%
BDF
582
Balasa Dinverno & Foltz
$419K -$223K -670 -38%
MMA
583
Miracle Mile Advisors
California
$419K – – –
WMP
584
Wealth Management Partners
Arizona
$417K -$155K -464 -30%
GI
585
Gradient Investments
Minnesota
$417K – – –
CAN
586
Claraphi Advisory Network
United States
$407K -$143K -428 -29%
PGWM
587
Parisi Gray Wealth Management
New Jersey
$404K +$4.66K +14 +1%
OIA
588
Optimum Investment Advisors
Illinois
$403K -$66.6K -200 -16%
WFI
589
West Family Investments
California
$399K +$343K +1,031 New
ECM
590
Evergreen Capital Management
Washington
$397K +$102K +307 +43%
MC
591
Moors & Cabot
Massachusetts
$395K +$26K +78 +8%
JCM
592
Jacobi Capital Management
Pennsylvania
$393K – – –
CFS
593
CRA Financial Services
New Jersey
$392K +$45K +135 +15%
HFAS
594
Hummer Financial Advisory Services
Illinois
$391K – – –
FGAM
595
Financial Gravity Asset Management
Texas
$387K +$4.66K +14 New
EWA
596
Exencial Wealth Advisors
Oklahoma
$384K – – –
RPWA
597
Regent Peak Wealth Advisors
Georgia
$381K +$5K +15 +2%
RG
598
Rathbones Group
United Kingdom
$380K -$73.6K -221 -18%
BPA
599
Beacon Pointe Advisors
California
$378K +$95.6K +287 +42%
FNBT
600
FineMark National Bank & Trust
Florida
$376K +$3K +9 +0.9%