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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AE Wealth Management
Kansas
$631K +$764K +24,495 New
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$629K +$370K +11,861 +94%
SMH
253
Sanders Morris Harris
Texas
$628K +$754K +24,161 New
CCM
254
Corsair Capital Management
New York
$624K -$82K -2,630 -10%
IFWM
255
Institute for Wealth Management
Colorado
$623K -$12.5K -400 -2%
Creative Planning
256
Creative Planning
Kansas
$622K -$65.3K -2,092 -8%
AHC
257
Anderson Hoagland & Co
Missouri
$621K -$347K -11,123 -35%
Envestnet Asset Management
258
Envestnet Asset Management
Illinois
$598K -$185K -5,935 -20%
CPA
259
Court Place Advisors
Maryland
$596K -$18.5K -592 -2%
US Bancorp
260
US Bancorp
Minnesota
$595K -$94.5K -3,029 -12%
DLA
261
Douglas Lane & Associates
New York
$584K -$46.1K -1,479 -6%
LI
262
Leap Investments
Illinois
$579K +$702K +22,492 New
Principal Financial Group
263
Principal Financial Group
Iowa
$572K -$507K -16,256 -42%
OFS
264
OneAscent Financial Services
Alabama
$557K +$675K +21,636 New
CB
265
Commerce Bank
Missouri
$549K +$15.1K +485 +2%
SS
266
Simplicity Solutions
Minnesota
$547K +$662K +21,231 New
II
267
IFM Investors
Australia
$534K
EP
268
Elkfork Partners
Oregon
$530K -$29.3K -939 -4%
Mariner
269
Mariner
Kansas
$530K +$19.2K +615 +3%
SSA
270
Schonfeld Strategic Advisors
New York
$524K +$635K +20,355 New
Wolverine Trading
271
Wolverine Trading
Illinois
$520K -$93K -2,982 -13%
ASN
272
Advisory Services Network
Georgia
$517K +$46.7K +1,497 +8%
LFM
273
Lumina Fund Management
New York
$508K +$616K +19,730 New
GAM
274
Grandview Asset Management
Pennsylvania
$503K -$162K -5,180 -21%
GI
275
GAMCO Investors
Connecticut
$500K +$606K +19,428 New