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Name Holding Trade Value Shares
Change
Change in
Stake
3IP
801
3Chopt Investment Partners
Virginia
$555K +$542K +3,172 New
Jones Financial Companies
802
Jones Financial Companies
Missouri
$554K +$375K +2,196 +227%
SAM
803
Sompo Asset Management
Japan
$553K – – –
MHS
804
M Holdings Securities
Oregon
$552K +$530K +3,104 New
AO
805
Advisor OS
Illinois
$546K -$64.2K -376 -11%
GSEP
806
Golden State Equity Partners
California
$545K +$531K +3,112 New
FPAS
807
Focus Partners Advisor Solutions
Missouri
$539K -$87.4K -512 -14%
C
808
Certuity
Florida
$537K +$58.1K +340 +12%
BSW
809
Buckingham Strategic Wealth
Missouri
$537K -$813K -4,760 -61%
FFM
810
Forum Financial Management
Illinois
$534K +$2.05K +12 +0.4%
MC
811
Moors & Cabot
Massachusetts
$530K +$33.5K +196 +7%
PP
812
Patron Partners
Texas
$529K -$2.05K -12 -0.4%
DC
813
Diametric Capital
Massachusetts
$529K +$516K +3,020 New
SC
814
Syon Capital
California
$526K +$20.5K +120 +4%
AIM
815
Alhambra Investment Management
Florida
$520K -$37.6K -220 -7%
CM
816
Castleark Management
Illinois
$518K – – –
NWMG
817
National Wealth Management Group
Ohio
$513K – – –
CFP
818
Catalyst Financial Partners
Massachusetts
$510K +$6.15K +36 +1%
CI
819
Conning Inc
Connecticut
$508K +$8.88K +52 +2%
OAM
820
Ostrum Asset Management
France
$507K -$8.2K -48 -2%
Wolverine Trading
821
Wolverine Trading
Illinois
$507K +$494K +2,896 New
C
822
CEDRUS
Colorado
$506K -$81.3K -476 -14%
EFG
823
Ethos Financial Group
Pennsylvania
$505K +$12.3K +72 +3%
HW
824
Hancock Whitney
Mississippi
$505K -$14.3K -84 -3%
MA
825
MJP Associates
Connecticut
$504K +$19.8K +116 +4%