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Name Holding Trade Value Shares
Change
Change in
Stake
NEI
601
Northwest & Ethical Investments
Ontario, Canada
$690K +$729K +4,012 New
Envestnet Portfolio Solutions
602
Envestnet Portfolio Solutions
Illinois
$684K -$1.06M -5,809 -59%
HSA
603
HBK Sorce Advisory
Pennsylvania
$679K +$95.4K +525 +15%
MA
604
Mutual Advisors
Nebraska
$677K +$18.9K +104 +3%
SWP
605
Stratos Wealth Partners
Ohio
$668K -$308K -1,695 -30%
WTC
606
WhitTier Trust Company
Nevada
$651K
WPC
607
Wedmont Private Capital
Pennsylvania
$646K +$51.6K +284 +8%
HWM
608
Hohimer Wealth Management
Washington
$643K +$679K +3,736 New
SA
609
SRN Advisors
Pennsylvania
$639K -$20.9K -115 -3%
DWM
610
Dogwood Wealth Management
Kansas
$638K +$674K +3,708 New
BFM
611
Boothbay Fund Management
New York
$636K +$314K +1,726 +88%
Walleye Capital
612
Walleye Capital
New York
$636K +$481K +2,647 +253%
Grantham, Mayo, Van Otterloo & Co (GMO)
613
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$620K +$654K +3,600 New
SC
614
Savant Capital
Illinois
$611K +$78.2K +430 +14%
IFS
615
Ifrah Financial Services
Arkansas
$603K -$28K -154 -4%
SF
616
Summit Financial
New Jersey
$594K +$16.2K +89 +3%
FCBT
617
First Citizens Bank & Trust
North Carolina
$594K -$35.1K -193 -5%
BCV
618
Banque Cantonale Vaudoise
Switzerland
$582K +$615K +3,383 New
CG
619
Caprock Group
Idaho
$582K -$55.1K -303 -8%
CPA
620
Cardiff Park Advisors
California
$581K
PC
621
Promus Capital
Illinois
$581K +$41.4K +228 +7%
SC
622
Syon Capital
California
$574K +$142K +780 +31%
HI
623
Horizon Investments
North Carolina
$573K +$29.4K +162 +5%
DADC
624
D.A. Davidson & Co
Montana
$573K -$28K -154 -4%
CWM
625
Connecticut Wealth Management
Connecticut
$572K