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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$644K +$13.6K +1,431 +2%
AWM
177
Axxcess Wealth Management
California
$636K -$31.9K -3,359 -5%
FT
178
Fiduciary Trust
Massachusetts
$629K -$28K -2,941 -5%
P
179
&Partners
Tennessee
$628K +$89.3K +9,390 +18%
VT
180
Vise Technologies
New York
$627K +$44.9K +4,723 +8%
WA
181
Waverly Advisors
Alabama
$620K +$271K +28,530 +87%
TRCT
182
Tower Research Capital (TRC)
New York
$613K -$5.56M -585,179 -91%
PA
183
Profund Advisors
Maryland
$591K +$121K +12,712 +28%
AIA
184
AIMZ Investment Advisors
California
$583K -$52.3K -5,500 -9%
AllianceBernstein
185
AllianceBernstein
Tennessee
$578K +$3.29K +346 +0.6%
KAS
186
Kestra Advisory Services
Texas
$573K +$44.4K +4,676 +9%
SP
187
SmartHarvest Portfolios
Washington
$564K +$531K +55,820 New
ATC
188
Argent Trust Co
Tennessee
$560K +$48.2K +5,071 +10%
Cambridge Investment Research Advisors
189
Cambridge Investment Research Advisors
Iowa
$557K +$9.99K +1,051 +2%
SPIA
190
Steward Partners Investment Advisory
New York
$554K +$120K +12,658 +30%
EWM
191
Empirical Wealth Management
Washington
$550K +$409K +42,989 +376%
KFP
192
Keystone Financial Planning
Ohio
$550K -$1.6M -168,476 -76%
HAG
193
HighPoint Advisor Group
Illinois
$548K +$18.2K +1,913 +4%
TWP
194
Tempus Wealth Planning
California
$542K -$7.14K -751 -1%
Luther King Capital Management (LKCM)
195
Luther King Capital Management (LKCM)
Texas
$539K +$238K +25,007 +88%
CG
196
Caprock Group
Idaho
$533K +$4.89K +515 +1%
William Blair & Company
197
William Blair & Company
Illinois
$522K +$36.2K +3,808 +8%
SL
198
Summitry LLC
California
$514K +$60.3K +6,345 +14%
TGIA
199
Torrey Growth & Income Advisors
California
$509K -$203K -21,361 -30%
CCMINC
200
Cardinal Capital Management Inc (North Carolina)
North Carolina
$489K +$2.26K +238 +0.5%