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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
251
AssetMark Inc
California
$376K +$370K +5,531 +1,707%
VFA
252
Values First Advisors
Tennessee
$375K -$8.7K -130 -2%
BCM
253
Bayesian Capital Management
New York
$366K -$241K -3,600 -39%
MWM
254
Mission Wealth Management
California
$361K +$11.7K +175 +3%
P
255
&Partners
Tennessee
$358K
AA
256
ALPS Advisors
Colorado
$355K +$7.36K +110 +2%
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$353K -$190K -2,834 -34%
SOW
258
State of Wyoming
Wyoming
$353K -$16K -239 -4%
SSWM
259
Sheets Smith Wealth Management
North Carolina
$343K +$358K +5,349 New
WG
260
Winton Group
United Kingdom
$311K -$1.74M -25,964 -84%
SPIA
261
Steward Partners Investment Advisory
New York
$291K -$14.2K -212 -4%
OAM
262
Oppenheimer Asset Management
New York
$287K +$300K +4,475 New
BMSSC
263
B. Metzler seel. Sohn & Co
Germany
$279K +$288K +4,304 New
JRP
264
Jasper Ridge Partners
California
$275K
SAM
265
Shell Asset Management
Netherlands
$269K +$280K +4,183 New
CAM
266
Cresset Asset Management
Illinois
$251K +$40.2K +600 +18%
Aberdeen Group
267
Aberdeen Group
United Kingdom
$244K +$254K +3,796 New
VWA
268
VERITY Wealth Advisors
United States
$242K +$253K +3,774 New
EDRH
269
Edmond de Rothschild Holding
Switzerland
$239K +$7.9K +118 +3%
Treasurer of the State of North Carolina
270
Treasurer of the State of North Carolina
North Carolina
$231K +$241K +3,604 New
PFA
271
Paradigm Financial Advisors
Missouri
$228K
AAM
272
Advisors Asset Management
Colorado
$219K +$140K +2,090 +159%
Wealthfront Advisers
273
Wealthfront Advisers
California
$215K -$61.3K -915 -21%
N
274
Natixis
France
$211K +$220K +3,291 New
NIPH
275
NN Investment Partners Holdings
Netherlands
$205K +$214K +3,200 New