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Name Holding Trade Value Shares
Change
Change in
Stake
W
226
WealthOne
New York
$9K +$9.13K +148 New
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$9K +$9.5K +154 New
AF
228
Allworth Financial
California
$8K
BGIM
229
Brandywine Global Investment Management
Pennsylvania
$8K
Macquarie Group
230
Macquarie Group
Australia
$8K
WAM
231
Wealthspire Advisors (Maryland)
Maryland
$8K
BWM
232
BerganKDV Wealth Management
Minnesota
$7K -$228K -3,694 -97%
PMFA
233
Plante Moran Financial Advisors
Michigan
$6K
ACS
234
Archford Capital Strategies
Illinois
$4K -$308 -5 -8%
IA
235
IFP Advisors
Florida
$4K +$740 +12 +24%
VFA
236
Valeo Financial Advisors
Indiana
$4K +$1.05K +17 +32%
CFGS
237
Concourse Financial Group Securities
Alabama
$4K +$4.93K +80 New
IFAM
238
Institutional & Family Asset Management
Colorado
$3K -$617 -10 -19%
C
239
Cerebellum
California
$3K -$185 -3 -7%
FRA
240
Front Row Advisors
California
$3K +$123 +2 +4%
EARNEST Partners
241
EARNEST Partners
Georgia
$3K +$1.05K +17 +55%
FCA
242
FinTrust Capital Advisors
South Carolina
$3K +$3.39K +55 New
GAM
243
Gemmer Asset Management
California
$2K -$432 -7 -19%
IAS
244
IMA Advisory Services
Colorado
$2K
AssetMark Inc
245
AssetMark Inc
California
$2K +$247 +4 +15%
AC
246
Avestar Capital
New York
$1K
WANY
247
Wealthspire Advisors (New York)
New York
$1K +$987 +16 New
BCA
248
Berman Capital Advisors
Georgia
$1K +$1.29K +21 New
Mackenzie Financial
249
Mackenzie Financial
Ontario, Canada
-$99M -1,536,040 Closed
Ohio Public Employees Retirement System (OPERS)
250
Ohio Public Employees Retirement System (OPERS)
Ohio
-$18.6M -289,181 Closed