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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
201
Great Valley Advisor Group
Delaware
$602K
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$589K -$301K -7,310 -34%
Jones Financial Companies
203
Jones Financial Companies
Missouri
$579K +$59.9K +1,454 +12%
Mitsubishi UFJ Trust & Banking
204
Mitsubishi UFJ Trust & Banking
Japan
$572K +$135K +3,291 +31%
MWC
205
MBM Wealth Consultants
Missouri
$572K +$67.6K +1,642 +13%
Commonwealth Equity Services
206
Commonwealth Equity Services
Massachusetts
$551K +$43.5K +1,057 +9%
MFG
207
Merit Financial Group
Georgia
$546K +$141K +3,427 +35%
OQS
208
Occudo Quantitative Strategies
Florida
$545K -$264K -6,408 -32%
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$536K +$15K +364 +3%
Focus Partners Wealth
210
Focus Partners Wealth
Massachusetts
$513K +$129K +3,135 +33%
SCM
211
Sterling Capital Management
North Carolina
$510K +$401K +9,740 +358%
BCI
212
Brinker Capital Investments
Pennsylvania
$507K -$5.19K -126 -1%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$503K
IA
214
Inspire Advisors
Idaho
$501K +$505K +12,257 New
MSRPS
215
Maryland State Retirement & Pension System
Maryland
$491K +$6.01K +146 +1%
DWP
216
Daymark Wealth Partners
Ohio
$480K +$24K +583 +5%
AIM
217
Aigen Investment Management
New York
$477K -$901K -21,878 -65%
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$468K -$11K -267 -2%
PPW
219
Parcion Private Wealth
Washington
$453K +$83.9K +2,038 +23%
MAS
220
Meeder Advisory Services
Ohio
$453K -$39.6K -963 -8%
IWC
221
Integrated Wealth Concepts
Massachusetts
$445K +$169K +4,114 +61%
MAM
222
Meeder Asset Management
Ohio
$434K +$437K +10,613 New
MFS
223
Mirabella Financial Services
United Kingdom
$427K +$430K +10,439 New
MC
224
Moors & Cabot
Massachusetts
$424K +$9.38K +228 +2%
US Bancorp
225
US Bancorp
Minnesota
$405K -$19.3K -469 -5%