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Name Holding Trade Value Shares
Change
Change in
Stake
FI
901
Fosun International
China
$304K -$25.6K -136 -7%
S
902
SignatureFD
Georgia
$304K +$150K +800 +70%
ACM
903
AUA Capital Management
Pennsylvania
$302K – – –
MOS
904
MGO One Seven
Ohio
$301K +$126K +671 +53%
PAA
905
Peregrine Asset Advisers
Oregon
$300K -$218K -1,162 -38%
LSAG
906
Lake Street Advisors Group
New Hampshire
$297K +$95.3K +507 +36%
DIA
907
Dana Investment Advisors
Wisconsin
$297K +$359K +1,909 New
IAN
908
Integrated Advisors Network
Texas
$294K -$6.01K -32 -2%
CC
909
Cedar Capital
Illinois
$290K -$30.8K -164 -8%
RIM
910
Rampart Investment Management
Connecticut
$287K -$1.87M -9,933 -84%
SA
911
SL Advisors
New Jersey
$287K -$249K -1,327 -42%
Acadian Asset Management
912
Acadian Asset Management
Massachusetts
$286K -$4.32K -23 -1%
Verition Fund Management
913
Verition Fund Management
Connecticut
$285K +$343K +1,826 New
FA
914
FCG Advisors
New Jersey
$280K – – –
LJAC
915
L.J. Altfest & Co
New York
$280K – – –
SP
916
Symmetry Partners
Connecticut
$278K -$656K -3,490 -66%
AssetMark Inc
917
AssetMark Inc
California
$278K +$25.4K +135 +8%
IA
918
IFG Advisory
Georgia
$274K -$15.4K -82 -4%
WWM
919
Willingdon Wealth Management
North Carolina
$273K -$564 -3 -0.2%
H
920
HoyleCohen
California
$272K – – –
SWA
921
Sutton Wealth Advisors
Florida
$272K +$564 +3 +0.2%
HWM
922
HighMark Wealth Management
Minnesota
$271K +$940 +5 +0.3%
CWM
923
Circle Wealth Management
New Jersey
$271K +$5.07K +27 +2%
WB
924
WesBanco Bank
West Virginia
$270K -$1.13K -6 -0.3%
AF
925
Affiance Financial
Minnesota
$269K -$13.2K -70 -4%