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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
226
West Michigan Advisors
Michigan
$689K +$106K +1,487 +19%
HP
227
Havemeyer Place
Connecticut
$683K +$672K +9,410 New
FWM
228
Foguth Wealth Management
Michigan
$682K +$583K +8,176 New
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$677K +$665K +9,320 New
SPIA
230
Steward Partners Investment Advisory
New York
$673K +$375K +5,260 +131%
FFG
231
Fortem Financial Group
California
$659K +$74.6K +1,046 +13%
KA
232
Kovack Advisors
Florida
$650K +$639K +8,951 New
FIA
233
Foundations Investment Advisors
Arizona
$645K +$97.8K +1,371 +18%
GAB
234
German American Bancorp
Indiana
$637K +$178K +2,500 +40%
IIA
235
IPG Investment Advisors
California
$634K -$69.6K -975 -10%
VAS
236
Vestmark Advisory Solutions
Massachusetts
$626K +$615K +8,615 New
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$613K -$474K -6,644 -44%
Connor, Clark & Lunn Investment Management (CC&L)
238
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$598K +$587K +8,231 New
HFM
239
Harvest Fund Management
China
$592K +$540K +7,562 +1,297%
VA
240
VestGen Advisors
Illinois
$582K +$572K +8,016 New
CPWM
241
Cypress Point Wealth Management
Texas
$581K +$571K +8,000 New
CAI
242
Capital Advisors Inc
Oklahoma
$578K +$97.2K +1,362 +21%
Ameriprise
243
Ameriprise
Minnesota
$574K +$93.8K +1,314 +20%
STA
244
Summit Trail Advisors
New York
$551K +$150K +2,100 +38%
EPI
245
Eddie Patel Inc
Illinois
$547K +$537K +7,527 New
YCG
246
Yeomans Consulting Group
Georgia
$526K +$76.9K +1,077 +17%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$525K +$131K +1,831 +34%
Teacher Retirement System of Texas
248
Teacher Retirement System of Texas
Texas
$523K -$1.34M -18,744 -72%
LIP
249
Lighthouse Investment Partners
Florida
$507K +$498K +6,982 New
Brown Advisory
250
Brown Advisory
Maryland
$506K +$145K +2,027 +41%