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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
151
Mount Yale Investment Advisors
Colorado
$757K -$790K -15,816 -54%
Cerity Partners
152
Cerity Partners
New York
$754K +$17.2K +345 +3%
EGM
153
Engineers Gate Manager
New York
$750K -$79.9K -1,600 -11%
MWM
154
Mission Wealth Management
California
$743K +$899 +18 +0.1%
SWM
155
Spire Wealth Management
Virginia
$728K +$615K +12,324 +1,672%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$720K +$66.5K +1,332 +11%
RWA
157
Redhawk Wealth Advisors
Minnesota
$693K +$620K +12,429 New
EAM
158
Eagle Asset Management
Florida
$688K -$24K -480 -4%
YCM
159
Yousif Capital Management
Michigan
$684K -$20.6K -412 -3%
SIA
160
Schechter Investment Advisors
Michigan
$683K +$4.04K +81 +0.7%
ACM
161
Aquatic Capital Management
Illinois
$663K +$594K +11,900 New
VT
162
Vise Technologies
New York
$658K +$107K +2,137 +22%
II
163
Inspire Investing
Idaho
$630K +$41.6K +833 +8%
QI
164
Qtron Investments
Massachusetts
$622K -$1.25K -25 -0.2%
MGWM
165
Marks Group Wealth Management
Minnesota
$622K -$107K -2,153 -16%
AssetMark Inc
166
AssetMark Inc
California
$621K +$225K +4,509 +68%
S
167
SignatureFD
Georgia
$602K +$49.1K +984 +10%
State Street
168
State Street
Massachusetts
$587K -$92.8K -1,858 -15%
API
169
Advisor Partners II
California
$585K +$19.4K +388 +4%
ICM
170
IMS Capital Management
Oregon
$557K
JF
171
Jump Financial
Illinois
$557K +$499K +10,000 New
GT
172
Glenmede Trust
Pennsylvania
$546K
GCC
173
Guardian Capital (Canada)
Ontario, Canada
$542K
PA
174
Profund Advisors
Maryland
$536K -$91.8K -1,838 -16%
GI
175
Gradient Investments
Minnesota
$533K -$13K -260 -3%