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Compass

Name Holding Trade Value Shares
Change
Change in
Stake
IF
176
Integrity Financial
Wyoming
$122K
EAM
177
Evanson Asset Management
California
$119K
SEI Investments
178
SEI Investments
Pennsylvania
$115K +$19.7K +4,001 +27%
FTDI
179
First Trust Direct Indexing
Massachusetts
$112K -$8.9K -1,809 -9%
SC
180
Savant Capital
Illinois
$111K +$89.6K +18,222 New
Creative Planning
181
Creative Planning
Kansas
$95.1K +$15.8K +3,219 +26%
Stifel Financial
182
Stifel Financial
Missouri
$94.6K -$1.16K -235 -1%
VT
183
Vise Technologies
New York
$93.4K +$75.2K +15,293 New
VP
184
Verum Partners
North Carolina
$91.7K
NC
185
Nixon Capital
Texas
$91.7K +$73.8K +15,000 New
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$86K
KBC Group
187
KBC Group
Belgium
$83K
CIBC Asset Management
188
CIBC Asset Management
Ontario, Canada
$82.8K +$2.34K +476 +4%
Mariner
189
Mariner
Kansas
$80.4K +$5.88K +1,195 +10%
AB
190
Amalgamated Bank
New York
$79K +$14.9K +3,022 +30%
BFG
191
Bleakley Financial Group
New Jersey
$77.8K +$2.31K +470 +4%
HNB
192
Huntington National Bank
Ohio
$76.4K
CMI
193
Clare Market Investments
Texas
$75.5K -$8.92K -1,814 -13%
First Trust Advisors
194
First Trust Advisors
Illinois
$75.2K +$60.5K +12,306 New
OAM
195
Oxford Asset Management
United Kingdom
$71.5K +$57.6K +11,706 New
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$69.1K -$5.35K -1,088 -9%
DekaBank Deutsche Girozentrale
197
DekaBank Deutsche Girozentrale
Germany
$69K
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$68K +$53K +10,765 +2,441%
GAG
199
GM Advisory Group
New York
$67.2K +$54.1K +11,000 New
PCA
200
Pallas Capital Advisors
Massachusetts
$65.9K +$57.3K +11,645 New