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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
351
Endurance Wealth Management
Rhode Island
$40K -$41.1K -900 -51%
Bessemer Group
352
Bessemer Group
New Jersey
$39K – – –
EA
353
Edge Advisors
Georgia
$37K – – –
TL
354
TrueWealth LLC
Georgia
$33K – – –
RCAG
355
Rehmann Capital Advisory Group
Michigan
$33K +$32.4K +711 New
IIC
356
Integrated Investment Consultants
Michigan
$32K +$32.2K +705 New
TCM
357
Tributary Capital Management
Nebraska
$31K +$30.8K +675 New
TAM
358
Tiverton Asset Management
Delaware
$28K -$83K -1,818 -75%
JFGIW
359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K – – –
SMG
360
Spectrum Management Group
Indiana
$27K – – –
PA
361
Parallel Advisors
California
$26K – – –
Twin Tree Management
362
Twin Tree Management
Texas
$26K +$26.1K +571 New
FHA
363
First Horizon Advisors
Tennessee
$25K +$9.58K +210 +58%
LNB
364
Ledyard National Bank
$25K +$16.7K +366 +200%
PCM
365
Prelude Capital Management
New York
$21K -$172K -3,780 -89%
BWP
366
Baldwin Wealth Partners
Massachusetts
$21K – – –
GAM
367
Gemmer Asset Management
California
$19K – – –
LF
368
Lee Financial
Texas
$17K +$7.12K +156 +74%
PCG
369
Private Capital Group
Connecticut
$16K -$548 -12 -3%
QCG
370
Quadrant Capital Group
Ohio
$15K – – –
WAM
371
Wealthspire Advisors (Maryland)
Maryland
$15K +$4.15K +91 +38%
MFW
372
Mosaic Family Wealth
Missouri
$15K +$15.1K +332 New
FANJ
373
Financial Architects (New Jersey)
New Jersey
$14K -$3.29K -72 -19%
OWA
374
One Wealth Advisors
California
$14K -$1.09K -24 -7%
CAGAS
375
Capital Advisory Group Advisory Services
Minnesota
$14K +$13.7K +300 New