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Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
126
Smith Group Asset Management
Texas
$37K – – –
SPIA
127
Steward Partners Investment Advisory
New York
$37K +$34.3K +1,532 +755%
PMFA
128
Plante Moran Financial Advisors
Michigan
$36K – – –
PAM
129
Panagora Asset Management
Massachusetts
$25K +$4.64K +207 +22%
FHA
130
Flagship Harbor Advisors
Massachusetts
$15K – – –
FQ
131
First Quadrant
California
$15K +$15.6K +694 New
Fidelity Investments
132
Fidelity Investments
Massachusetts
$13K -$6.9K -308 -34%
HIA
133
Harbor Investment Advisory
Maryland
$11K -$2.24K -100 -17%
CWP
134
CFM Wealth Partners
Texas
$11K +$851 +38 +8%
AF
135
Allworth Financial
California
$10K – – –
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$10K – – –
MAM
137
Meeder Asset Management
Ohio
$7K -$12.1K -540 -62%
VFA
138
Valeo Financial Advisors
Indiana
$6K – – –
WEC
139
Winslow Evans & Crocker
Massachusetts
$6K – – –
FHA
140
First Horizon Advisors
Tennessee
$6K +$2.42K +108 +58%
TL
141
TrueWealth LLC
Georgia
$5K – – –
FCA
142
FinTrust Capital Advisors
South Carolina
$4K +$1.86K +83 +105%
ASN
143
Advisory Services Network
Georgia
$1K – – –
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$1K +$896 +40 New
Lord, Abbett & Co
145
Lord, Abbett & Co
New Jersey
– -$17.3M -802,587 Closed
PCM
146
Peregrine Capital Management
Minnesota
– -$13.7M -633,282 Closed
William Blair Investment Management
147
William Blair Investment Management
Illinois
– -$7.76M -359,854 Closed
MWNA
148
Marshall Wace North America
New York
– -$3.75M -173,675 Closed
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
– -$2.25M -104,374 Closed
PWAM
150
Park West Asset Management
California
– -$2.07M -95,868 Closed