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Name Holding Trade Value Shares
Change
Change in
Stake
SSA
226
Shepherd Street Advisors
California
$1.34M +$52.8K +64 +4%
AI
227
Atria Investments
North Carolina
$1.33M -$465K -564 -28%
SP
228
SIH Partners
Delaware
$1.32M
KIA
229
Knollwood Investment Advisory
Maryland
$1.28M
MAM
230
Morse Asset Management
Connecticut
$1.25M +$322K +390 +41%
VAS
231
Vestmark Advisory Solutions
Massachusetts
$1.23M -$129K -156 -11%
TFA
232
Toth Financial Advisory
Virginia
$1.23M +$972K +1,178 +812%
SCA
233
Snowden Capital Advisors
New York
$1.22M -$665K -806 -38%
VA
234
Vident Advisory
Georgia
$1.21M -$17.3K -21 -2%
PS
235
Principal Securities
Iowa
$1.2M +$29.7K +36 +3%
GC
236
Gilbert & Cook
Iowa
$1.2M -$2.48K -3 -0.2%
SCM
237
Sterling Capital Management
North Carolina
$1.18M +$1.05M +1,267 New
HC
238
Henshaw Capital
Massachusetts
$1.16M -$505K -612 -33%
RWM
239
Ritholtz Wealth Management
New York
$1.11M +$139K +169 +16%
GS
240
GTS Securities
Florida
$1.08M +$960K +1,164 New
HIA
241
Harbor Investment Advisory
Maryland
$1.07M +$419K +508 +78%
LFAS
242
Level Four Advisory Services
Texas
$1.07M +$14K +17 +2%
FFL
243
Future Fund LLC
Illinois
$1.05M +$11.5K +14 +1%
MWM
244
Modern Wealth Management
Kansas
$1.04M +$925K +1,121 New
NYLIM
245
New York Life Investment Management
New York
$1.02M +$26.4K +32 +3%
IB
246
Intrust Bank
Kansas
$1.01M +$122K +148 +16%
NW
247
Naviter Wealth
Arkansas
$1M +$232K +281 +35%
VFA
248
Valeo Financial Advisors
Indiana
$999K +$42.9K +52 +5%
DE
249
DV Equities
Illinois
$982K +$873K +1,058 New
OIA
250
OneDigital Investment Advisors
Kansas
$976K +$407K +493 +88%