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Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
Algert Global
California
$338K +$401K +8,281 New
Verition Fund Management
202
Verition Fund Management
Connecticut
$334K +$188K +3,886 +91%
CIM
203
CIM Investment Management
Pennsylvania
$330K +$91.5K +1,889 +31%
IFU
204
iSAM Funds (UK)
United Kingdom
$325K -$200K -4,120 -34%
GFA
205
Gallagher Fiduciary Advisors
Illinois
$311K +$28.6K +591 +8%
Mariner
206
Mariner
Kansas
$308K +$872 +18 +0.2%
MYIA
207
Mount Yale Investment Advisors
Colorado
$302K -$6.34K -131 -2%
AIM
208
Arcadia Investment Management
Michigan
$290K -$24.5K -505 -7%
SAM
209
Securian Asset Management
Minnesota
$282K -$9.4K -194 -3%
WSCM
210
Wellington Shields Capital Management
New York
$278K
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$270K +$12.4K +256 +4%
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$263K +$533 +11 +0.2%
FC
213
Forte Capital
New York
$259K +$1.02K +21 +0.3%
AAM
214
Advisors Asset Management
Colorado
$250K -$339K -7,005 -53%
ICA
215
Infrastructure Capital Advisors
New York
$247K +$99.3K +2,051 +51%
SCA
216
Snowden Capital Advisors
New York
$245K -$194 -4 -0.1%
CL
217
Choreo LLC
Illinois
$237K +$11.5K +238 +4%
BC
218
Bridgefront Capital
Texas
$236K +$279K +5,767 New
SAM
219
Shell Asset Management
Netherlands
$233K
CGH
220
Crossmark Global Holdings
Texas
$232K +$2.42K +50 +0.9%
Mackenzie Financial
221
Mackenzie Financial
Ontario, Canada
$230K
CTC
222
Cetera Trust Company
Minnesota
$227K -$4.84K -100 -2%
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
$227K +$12.5K +258 +5%
KWA
224
Kingswood Wealth Advisors
California
$225K +$266K +5,497 New
OF
225
Optimize Financial
California
$223K +$265K +5,464 New