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Name Holding Trade Value Shares
Change
Change in
Stake
Xponance
126
Xponance
Pennsylvania
$111K -$1.22K -27 -1%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$109K +$30.1K +663 +39%
Vanguard Personalized Indexing Management
128
Vanguard Personalized Indexing Management
California
$106K +$5.35K +118 +6%
Universal-Beteiligungs- und Servicegesellschaft
129
Universal-Beteiligungs- und Servicegesellschaft
Germany
$96.3K +$41.6K +917 +90%
SMH
130
Sanders Morris Harris
Texas
$95.5K – – –
Integrated Wealth Concepts
131
Integrated Wealth Concepts
Massachusetts
$93.2K +$3.81K +84 +5%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$92.8K +$26.6K +586 +46%
Quantinno Capital Management
133
Quantinno Capital Management
New York
$88.4K +$80.5K +1,775 New
Mackenzie Financial
134
Mackenzie Financial
Ontario, Canada
$84.9K – – –
ARAM
135
Ardmore Road Asset Management
New York
$83K +$75.6K +1,667 New
GCP
136
GSA Capital Partners
United Kingdom
$79K -$634K -13,983 -90%
WP
137
Wealthspan Partners
Iowa
$76.8K – – –
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$76.5K +$5.26K +116 +8%
Tower Research Capital (TRC)
139
Tower Research Capital (TRC)
New York
$73.6K -$225K -4,951 -77%
OAM
140
Oxford Asset Management
United Kingdom
$72.2K +$65.7K +1,449 New
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$65K -$3.9K -86 -6%
FC
142
FORA Capital
Florida
$63.1K -$474K -10,450 -89%
Forum Financial Management
143
Forum Financial Management
Illinois
$61.1K – – –
Swiss Life Asset Management
144
Swiss Life Asset Management
$60.7K +$55.3K +1,219 New
Sanctuary Advisors
145
Sanctuary Advisors
Indiana
$58.1K +$907 +20 +2%
Valeo Financial Advisors
146
Valeo Financial Advisors
Indiana
$57.8K +$52.6K +1,160 New
KBC Group
147
KBC Group
Belgium
$57K – – –
Prospera Financial Services
148
Prospera Financial Services
Texas
$55.6K +$50.7K +1,117 New
Carnegie Investment Counsel
149
Carnegie Investment Counsel
Ohio
$54.8K – – –
FOFP
150
Fee-Only Financial Planning
South Carolina
$54.5K – – –