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Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
201
Community Financial Services Group
Vermont
$273K -$370K -8,458 -56%
BEI
202
Benjamin Edwards Inc
Missouri
$260K +$12.3K +282 +5%
SAM
203
Silvercrest Asset Management
New York
$257K
ECM
204
Evergreen Capital Management
Washington
$256K +$269K +6,156 New
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$255K +$269K +6,145 New
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$249K +$260K +5,942 New
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$239K
WCM
208
Weaver Capital Management
Georgia
$230K -$75.2K -1,719 -24%
CAM
209
Claret Asset Management
Quebec, Canada
$228K -$13.1K -300 -5%
William Blair & Company
210
William Blair & Company
Illinois
$226K
KWM
211
Kingsview Wealth Management
Oregon
$224K +$30.5K +698 +15%
VT
212
Vise Technologies
New York
$216K +$228K +5,204 New
Vanguard Personalized Indexing Management
213
Vanguard Personalized Indexing Management
California
$216K +$227K +5,191 New
JAM
214
JCIC Asset Management
Ontario, Canada
$211K +$11.7K +267 +6%
JGUA
215
John G. Ullman & Associates
New York
$204K -$13.1K -300 -6%
CCFM
216
Clear Creek Financial Management
Washington
$203K +$214K +4,889 New
DC
217
Davenport & Co
Virginia
$203K +$831 +19 +0.4%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$190K +$9.01K +206 +5%
Pacer Advisors
219
Pacer Advisors
Pennsylvania
$184K +$7.52K +172 +4%
QCG
220
Quadrant Capital Group
Ohio
$179K +$12.6K +289 +7%
WSFS
221
Wilmington Savings Fund Society
Delaware
$136K
PA
222
Parallel Advisors
California
$131K +$38.6K +883 +39%
LC
223
Lindbrook Capital
California
$113K +$33.1K +758 +39%
Osaic Holdings
224
Osaic Holdings
Arizona
$103K +$25.9K +592 +31%
IA
225
IFP Advisors
Florida
$94.1K -$60.1K -1,375 -38%