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Name Holding Trade Value Shares
Change
Change in
Stake
AFW
201
Atlantic Family Wealth
Florida
$138K +$153K +19,853 New
CAM
202
Claret Asset Management
Quebec, Canada
$138K +$1.06K +138 +0.7%
Corient Private Wealth
203
Corient Private Wealth
Florida
$133K -$2.18K -284 -1%
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$132K -$1.11K -144 -0.8%
SC
205
Steph & Co
Wisconsin
$129K -$10.5K -1,365 -7%
PM
206
Parametrica Management
Hong Kong
$119K +$132K +17,161 New
DWM
207
Dynasty Wealth Management
Florida
$119K -$114K -14,775 -46%
Osaic Holdings
208
Osaic Holdings
Arizona
$119K -$4.3M -560,141 -97%
ProShare Advisors
209
ProShare Advisors
Maryland
$119K +$9.26K +1,205 +8%
KBC Group
210
KBC Group
Belgium
$118K +$36.3K +4,718 +39%
KCM
211
Kendall Capital Management
Maryland
$118K +$130K +16,940 New
IRC
212
Investors Research Corp
Georgia
$111K -$12.3K -1,600 -9%
FB
213
Fulton Bank
Pennsylvania
$109K -$81.2K -10,560 -40%
SI
214
Stephens Inc
Arkansas
$108K +$12.8K +1,672 +12%
QL
215
Quarry LP
New York
$108K +$119K +15,505 New
SOW
216
State of Wyoming
Wyoming
$107K +$118K +15,400 New
SWMP
217
Signature Wealth Management Partners
New Jersey
$104K
CCM
218
Coldstream Capital Management
Washington
$104K +$7.9K +1,028 +7%
M&T Bank
219
M&T Bank
New York
$103K +$32.8K +4,274 +40%
AA
220
Aire Advisors
California
$101K
FFM
221
Forum Financial Management
Illinois
$100K -$208 -27 -0.2%
SCM
222
Shelton Capital Management
Colorado
$100K
MG
223
Mather Group
Illinois
$99.2K
Mariner
224
Mariner
Kansas
$95.1K +$8.9K +1,158 +9%
GC
225
Guggenheim Capital
Illinois
$94.2K -$72.7K -9,456 -41%