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Name Holding Trade Value Shares
Change
Change in
Stake
TST
251
Tech Square Trading
Massachusetts
$268K +$264K +5,174 New
CCM
252
Coldstream Capital Management
Washington
$264K -$13.7K -269 -5%
NP
253
NorthRock Partners
Minnesota
$259K
SAM
254
Symphony Asset Management
California
$258K +$254K +4,971 New
AAS
255
Avantax Advisory Services
Texas
$247K +$243K +4,764 New
VC
256
Voit & Company
Wisconsin
$246K -$286K -5,600 -54%
SPM
257
Symmetry Peak Management
Pennsylvania
$246K +$242K +4,750 New
CIBC World Market
258
CIBC World Market
Ontario, Canada
$240K +$237K +4,638 New
Lido Advisors
259
Lido Advisors
California
$239K +$236K +4,620 New
BNP Paribas Financial Markets
260
BNP Paribas Financial Markets
France
$230K -$1.44M -28,161 -86%
OAM
261
Oppenheimer Asset Management
New York
$227K +$25.4K +498 +13%
WP
262
WMS Partners
Maryland
$226K +$222K +4,356 New
LFAS
263
Level Four Advisory Services
Texas
$226K +$223K +4,365 New
HAG
264
HighPoint Advisor Group
Illinois
$218K +$210K +4,111 New
PG
265
Pendal Group
Australia
$213K +$210K +4,116 New
JA
266
JOYN Advisors
Georgia
$212K +$93.9K +1,840 +82%
SPIA
267
Steward Partners Investment Advisory
New York
$207K +$204K +3,998 New
TC
268
TradeLink Capital
Illinois
$207K +$204K +4,000 New
IAA
269
Independent Advisor Alliance
North Carolina
$204K +$201K +3,940 New
SG Americas Securities
270
SG Americas Securities
New York
$194K +$191K +3,738 New
MC
271
Machina Capital
France
$192K +$189K +3,708 New
PA
272
Parallel Advisors
California
$186K +$137K +2,687 +297%
SO
273
STRS Ohio
Ohio
$182K +$180K +3,526 New
TK
274
TIAA Kaspick
Massachusetts
$176K +$173K +3,398 New
VFA
275
Valeo Financial Advisors
Indiana
$171K +$17.1K +335 +11%