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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
251
Advisors Asset Management
Colorado
$903K +$571K +28,532 +264%
ERIM
252
Eagle Ridge Investment Management
Connecticut
$887K
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$887K +$504K +25,206 +188%
AIA
254
Affinity Investment Advisors
California
$863K +$82.7K +4,131 +12%
NA
255
NewEdge Advisors
Louisiana
$839K -$166K -8,297 -18%
EFH
256
Eaton Financial Holdings
Florida
$829K +$1.46K +73 +0.2%
SWS
257
SYSTM Wealth Solutions
Illinois
$812K -$135K -6,721 -16%
Calamos Advisors
258
Calamos Advisors
Illinois
$807K -$633K -31,640 -47%
Pathstone Holdings
259
Pathstone Holdings
New Jersey
$785K +$684K +34,201 New
PS
260
Principal Securities
Iowa
$768K +$670K +33,459 New
PTC
261
Petrus Trust Company
Texas
$764K +$235K +11,734 +54%
IWC
262
Integrated Wealth Concepts
Massachusetts
$737K +$76.1K +3,803 +13%
ECM
263
Evergreen Capital Management
Washington
$726K +$941 +47 +0.1%
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$700K -$949K -47,437 -61%
WWP
265
WR Wealth Planners
Missouri
$686K +$67K +3,350 +13%
NRD
266
Nebula Research & Development
New York
$665K +$580K +28,976 New
RJFSA
267
Raymond James Financial Services Advisors
Florida
$654K -$36.8K -1,837 -6%
BHCM
268
Brevan Howard Capital Management
Jersey
$646K +$266K +13,287 +89%
GAA
269
Green Alpha Advisors
Colorado
$644K -$511K -25,551 -48%
PTC
270
Private Trust Company
Ohio
$643K -$260 -13 -0%
Ohio Public Employees Retirement System (OPERS)
271
Ohio Public Employees Retirement System (OPERS)
Ohio
$642K +$2.7K +135 +0.5%
QWM
272
Quadcap Wealth Management
Texas
$633K +$552K +27,588 New
Mitsubishi UFJ Trust & Banking
273
Mitsubishi UFJ Trust & Banking
Japan
$625K -$121K -6,064 -18%
FFM
274
Forum Financial Management
Illinois
$621K
HAG
275
HighPoint Advisor Group
Illinois
$617K +$571K +28,546 New