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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$601K -$437 -14 -0.1%
AF
302
Allworth Financial
California
$600K
VFA
303
Voya Financial Advisors
Connecticut
$596K -$19.3K -619 -3%
EOJOAM
304
E. Ohman J:or Asset Management
Sweden
$585K
CHAM
305
Clear Harbor Asset Management
Connecticut
$566K
William Blair & Company
306
William Blair & Company
Illinois
$557K -$33.6K -1,077 -6%
AIC
307
Archer Investment Corporation
Indiana
$556K +$406K +13,022 +408%
BWP
308
BSW Wealth Partners
Colorado
$550K
BAM
309
Belpointe Asset Management
Nevada
$548K +$499K +15,991 New
SPIA
310
Steward Partners Investment Advisory
New York
$543K -$171K -5,483 -26%
IAA
311
Independent Advisor Alliance
North Carolina
$538K +$27K +867 +6%
WCM
312
Weld Capital Management
New York
$533K +$485K +15,533 New
SW
313
SVB Wealth
Massachusetts
$530K +$482K +15,453 New
ACM
314
AlphaCrest Capital Management
New York
$526K +$36.9K +1,184 +8%
JCIA
315
Jackson Creek Investment Advisors
Colorado
$512K +$466K +14,934 New
Wellington Management Group
316
Wellington Management Group
Massachusetts
$505K -$106K -3,403 -19%
SCM
317
SOL Capital Management
Maryland
$497K -$4.62K -148 -1%
PCA
318
Personal Capital Advisors
California
$490K -$2.34K -75 -0.5%
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$486K +$217K +6,963 +96%
RIM
320
Redpoint Investment Management
Australia
$482K -$505K -16,176 -54%
ClearBridge Investments
321
ClearBridge Investments
New York
$478K
RC
322
RBF Capital
California
$474K
GFA
323
Gifford Fong Associates
California
$470K
GW
324
GW & Wade
Massachusetts
$459K -$11.4K -367 -3%
DY
325
Dowling & Yahnke
California
$455K +$1.53K +49 +0.4%