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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
101
Mount Yale Investment Advisors
Colorado
$785K -$156K -3,775 -17%
HSA
102
HBK Sorce Advisory
Pennsylvania
$779K +$323K +7,841 +74%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$771K
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$770K +$165K +4,009 +28%
LA
105
LVW Advisors
New York
$752K -$123K -2,982 -14%
MAM
106
Marotta Asset Management
Virginia
$730K -$2.02K -49 -0.3%
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$721K +$185K +4,482 +36%
EGM
108
Engineers Gate Manager
New York
$716K +$696K +16,894 New
LNWWM
109
Laird Norton Wetherby Wealth Management
California
$708K +$15.6K +378 +2%
YMRC
110
Yorktown Management & Research Company
Virginia
$704K +$268K +6,500 +64%
EI
111
Ethic Inc
New York
$684K +$150K +3,649 +29%
IIC
112
Integrated Investment Consultants
Michigan
$676K -$102K -2,484 -13%
Skandinaviska Enskilda Banken (SEB)
113
Skandinaviska Enskilda Banken (SEB)
Sweden
$669K
YIH
114
Y-Intercept (HK)
Hong Kong
$663K +$645K +15,644 New
Vanguard Personalized Indexing Management
115
Vanguard Personalized Indexing Management
California
$660K +$62.5K +1,516 +11%
FTDI
116
First Trust Direct Indexing
Massachusetts
$652K +$26.2K +637 +4%
FC
117
FORA Capital
Florida
$641K +$623K +15,116 New
Creative Planning
118
Creative Planning
Kansas
$637K +$113K +2,733 +22%
S
119
SignatureFD
Georgia
$628K +$68K +1,650 +13%
SEC
120
Seven Eight Capital
New York
$615K +$598K +14,511 New
Jane Street
121
Jane Street
New York
$592K -$190K -4,617 -25%
PAS
122
Park Avenue Securities
New York
$565K -$247 -6 -0%
MCM
123
McKinley Capital Management
Alaska
$555K -$18K -438 -3%
EAM
124
Eagle Asset Management
Florida
$546K -$7.54K -183 -1%
KIA
125
KLR Investment Advisors
Rhode Island
$534K +$519K +12,604 New