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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Ameritas Advisory Services
Nebraska
$51.3K
SMAM
227
Sugar Maple Asset Management
Wisconsin
$51.3K +$56.9K +25,000 New
RP
228
Riverbridge Partners
Minnesota
$50.9K
National Bank of Canada
229
National Bank of Canada
Quebec, Canada
$49.5K +$11.2K +4,900 +25%
MGP
230
Metis Global Partners
California
$49.4K
PAS
231
Park Avenue Securities
New York
$48K -$22.3K -9,776 -30%
TCA
232
Transcend Capital Advisors
New Jersey
$45.8K +$50.9K +22,331 New
NW
233
NewEdge Wealth
Pennsylvania
$45.6K +$239 +105 +0.5%
QCM
234
QRG Capital Management
Illinois
$44K -$15.9K -7,004 -25%
SIA
235
Sit Investment Associates
Minnesota
$44K
UCFA
236
United Capital Financial Advisors
Texas
$43.9K -$12K -5,276 -20%
MG
237
Mather Group
Illinois
$42.6K -$1.21K -531 -3%
PAM
238
Panagora Asset Management
Massachusetts
$41.5K
PCS
239
Personal CFO Solutions
New Jersey
$41.4K -$3.41K -1,499 -7%
OFS
240
OneAscent Financial Services
Alabama
$41K -$1.27K -560 -3%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$41K -$683 -300 -1%
LSIA
242
LaSalle St. Investment Advisors
Illinois
$41K +$45.5K +20,000 New
KP
243
Keel Point
Alabama
$40.2K +$10.5K +4,602 +36%
PA
244
Parallel Advisors
California
$38.7K -$49.3K -21,628 -53%
Balyasny Asset Management
245
Balyasny Asset Management
Illinois
$38.5K +$42.8K +18,794 New
VAS
246
Vestmark Advisory Solutions
Massachusetts
$38.4K +$4.46K +1,958 +12%
SAM
247
Silvercrest Asset Management
New York
$37.8K
PAM
248
Paradigm Asset Management
New York
$36.8K
HJIM
249
Henry James International Management
New York
$35.6K -$248K -108,900 -86%
IF
250
IRON Financial
Illinois
$34.6K +$8K +3,512 +26%