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Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$314K
FMTC
202
Farmers & Merchants Trust Company
California
$307K
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$296K -$52.5K -1,470 -15%
DADC
204
D.A. Davidson & Co
Montana
$295K +$1.61K +45 +0.5%
US Bancorp
205
US Bancorp
Minnesota
$292K
GAM
206
Gotham Asset Management
New York
$280K +$289K +8,095 New
XT
207
XTX Topco
Cayman Islands
$276K +$285K +7,978 New
AIP
208
Ameritas Investment Partners
Nebraska
$275K
VA
209
Vident Advisory
Georgia
$270K +$279K +7,798 New
WIA
210
World Investment Advisors
California
$263K +$271K +7,588 New
CIBC Asset Management
211
CIBC Asset Management
Ontario, Canada
$258K -$18.4K -516 -6%
FFA
212
Farther Finance Advisors
California
$256K +$264K +7,399 +8,313%
PPW
213
Parcion Private Wealth
Washington
$254K
TC
214
TownSquare Capital
Utah
$251K -$393 -11 -0.2%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$246K +$61.8K +1,730 +32%
CC
216
Corton Capital
Ontario, Canada
$243K -$189K -5,278 -43%
AWAU
217
Alliance Wealth Advisors (Utah)
Utah
$237K
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$237K +$15.8K +442 +7%
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$232K +$15.2K +424 +7%
ET
220
Entropy Technologies
New York
$230K +$238K +6,655 New
AAS
221
Avantax Advisory Services
Texas
$229K +$237K +6,621 New
SC
222
Savant Capital
Illinois
$223K +$230K +6,448 New
SW
223
SteelPeak Wealth
California
$222K +$229K +6,406 New
CGH
224
Crossmark Global Holdings
Texas
$216K -$1.29K -36 -0.6%
PS
225
Principal Securities
Iowa
$215K +$23.8K +665 +12%