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Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$395K -$159K -1,260 -30%
ADIM
202
Alpha DNA Investment Management
Maryland
$392K +$372K +2,949 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$392K +$372K +2,944 New
IWM
204
IHT Wealth Management
Illinois
$387K -$45.3K -359 -11%
CPC
205
Cookson Peirce & Co
Pennsylvania
$370K +$351K +2,783 New
CG
206
Cynosure Group
Utah
$366K +$348K +2,754 New
ECM
207
Everence Capital Management
Indiana
$366K
DT
208
Diversified Trust
Tennessee
$359K +$3.41K +27 +1%
PAG
209
Private Advisor Group
New Jersey
$359K -$21.7K -172 -6%
NWAG
210
Net Worth Advisory Group
Utah
$356K +$337K +2,672 New
VI
211
Vestcor Inc
New Brunswick, Canada
$349K
Vontobel Holding
212
Vontobel Holding
Switzerland
$339K -$42.9K -340 -12%
Pictet Asset Management
213
Pictet Asset Management
Switzerland
$332K +$35.2K +279 +13%
AAS
214
Avantax Advisory Services
Texas
$331K -$15.1K -120 -5%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$321K
PD
216
Point72 (DIFC)
United Arab Emirates
$309K +$293K +2,322 New
HWM
217
Hohimer Wealth Management
Washington
$299K +$284K +2,251 New
CTC
218
Cetera Trust Company
Minnesota
$298K +$4.42K +35 +2%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$297K -$266K -2,109 -49%
DTL
220
Dynamic Technology Lab
Singapore
$295K +$280K +2,220 New
GAM
221
Gotham Asset Management
New York
$295K -$96.8K -767 -26%
Envestnet Portfolio Solutions
222
Envestnet Portfolio Solutions
Illinois
$294K +$10.5K +83 +4%
DekaBank Deutsche Girozentrale
223
DekaBank Deutsche Girozentrale
Germany
$286K
HFO
224
Heritage Family Offices
Arizona
$281K +$3.03K +24 +1%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$279K +$265K +2,097 New