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Name Holding Trade Value Shares
Change
Change in
Stake
Dynamic Advisor Solutions
201
Dynamic Advisor Solutions
Arizona
$99K -$28.7K -3,634 -21%
FAFN
202
First Affirmative Financial Network
Colorado
$99K +$109K +13,772 New
JWCA
203
J.W. Cole Advisors
Florida
$96K -$92.9K -11,766 -47%
Pallas Capital Advisors
204
Pallas Capital Advisors
Massachusetts
$95K +$120K +15,173 New
Rathbones Group
205
Rathbones Group
United Kingdom
$94K – – –
LWAM
206
Legacy Wealth Asset Management
Minnesota
$91K +$758 +96 +0.8%
CPC
207
Congress Park Capital
New York
$90K -$118K -15,000 -55%
CWM
208
Cabot Wealth Management
Massachusetts
$88K – – –
MGO One Seven
209
MGO One Seven
Ohio
$86K -$5.45K -690 -5%
Balyasny Asset Management
210
Balyasny Asset Management
Illinois
$84K -$20.9M -2,650,738 -100%
Caprock Group
211
Caprock Group
Idaho
$84K +$1.25K +158 +1%
Engineers Gate Manager
212
Engineers Gate Manager
New York
$81K -$321K -40,667 -78%
WFI
213
West Family Investments
California
$81K – – –
JWA
214
JFS Wealth Advisors
Pennsylvania
$80K -$3.07K -389 -3%
SVWAG
215
Sound View Wealth Advisors Group
Georgia
$78K +$85.6K +10,850 New
Spire Wealth Management
216
Spire Wealth Management
Virginia
$57K -$126K -16,000 -67%
Parallel Advisors
217
Parallel Advisors
California
$57K -$3.66K -464 -6%
O'Shaughnessy Asset Management
218
O'Shaughnessy Asset Management
Connecticut
$57K +$57K +7,220 +999%
Steward Partners Investment Advisory
219
Steward Partners Investment Advisory
New York
$55K – – –
OFA
220
Oaktree Fund Advisors
California
$52K +$38.5K +4,881 +198%
First Manhattan
221
First Manhattan
New York
$50K +$55.2K +7,000 New
LC
222
Lindbrook Capital
California
$48K – – –
Quadrant Capital Group
223
Quadrant Capital Group
Ohio
$47K -$18.5K -2,338 -26%
IFP Advisors
224
IFP Advisors
Florida
$44K – – –
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
$43.1K -$7.49K -949 -14%