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Compass

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cherrydale Wealth Management
New Jersey
$74.9K
NC
152
nVerses Capital
Florida
$73.8K +$75.2K +20,500 New
FTDI
153
First Trust Direct Indexing
Massachusetts
$72.7K -$1.74K -474 -2%
IF
154
Integrity Financial
Wyoming
$72K
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$70.9K +$1.14K +311 +2%
EAM
156
Evanson Asset Management
California
$70.2K
Vanguard Personalized Indexing Management
157
Vanguard Personalized Indexing Management
California
$64.4K +$15.5K +4,224 +31%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$60.9K
Stifel Financial
159
Stifel Financial
Missouri
$56.6K +$1.97K +537 +4%
VP
160
Verum Partners
North Carolina
$54K +$55K +15,010 New
SEI Investments
161
SEI Investments
Pennsylvania
$53.4K -$279K -76,107 -84%
Jones Financial Companies
162
Jones Financial Companies
Missouri
$52.2K +$53.2K +14,500 New
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$51K +$183 +50 +0.4%
CMI
164
Clare Market Investments
Texas
$51K -$14.4K -3,936 -22%
Osaic Holdings
165
Osaic Holdings
Arizona
$49.4K +$385 +105 +0.8%
KBC Group
166
KBC Group
Belgium
$49K +$20.6K +5,617 +70%
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$47.1K +$48K +13,079 New
CM
168
Caption Management
Oklahoma
$46.4K +$47.3K +12,900 New
HNB
169
Huntington National Bank
Ohio
$45K +$45.8K +12,501 New
Creative Planning
170
Creative Planning
Kansas
$44.5K +$45.3K +12,351 New
LPL Financial
171
LPL Financial
California
$44.4K +$2.93K +800 +7%
BFG
172
Bleakley Financial Group
New Jersey
$44.1K -$1.46K -398 -3%
SW
173
Simplicity Wealth
New Jersey
$44.1K -$1.46K -398 -3%
GSC
174
Ground Swell Capital
South Carolina
$43.9K +$44.7K +12,200 New
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$43.8K +$44.6K +12,157 New