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Name Holding Trade Value Shares
Change
Change in
Stake
GLR
201
Great Lakes Retirement
Ohio
$216K +$211K +26,526 New
VT
202
Vise Technologies
New York
$213K -$21.8K -2,740 -9%
GFS
203
GYL Financial Synergies
Connecticut
$211K +$110K +13,848 +115%
Pacer Advisors
204
Pacer Advisors
Pennsylvania
$211K +$6.77K +849 +3%
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$203K -$84.7K -10,629 -30%
FCCM
206
First City Capital Management
Georgia
$202K -$2K -251 -1%
DWM
207
Defined Wealth Management
Oregon
$200K
Kayne Anderson Rudnick Investment Management
208
Kayne Anderson Rudnick Investment Management
California
$199K -$5.24K -657 -3%
CW
209
Cook Wealth
North Carolina
$196K
LA
210
LVW Advisors
New York
$195K
SGA
211
Sustainable Growth Advisers
Connecticut
$191K +$39.2K +4,917 +26%
BP
212
Ballentine Partners
Massachusetts
$191K +$2.73K +343 +1%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$189K -$69.8K -8,758 -27%
CA
214
Cetera Advisors
Colorado
$187K -$9.73K -1,221 -5%
GRP
215
Global Retirement Partners
California
$187K +$87.1K +10,924 +103%
AAS
216
Ameritas Advisory Services
Nebraska
$187K -$143K -17,901 -44%
TWC
217
TD Waterhouse Canada
Ontario, Canada
$181K -$3.27K -410 -2%
LFAS
218
Level Four Advisory Services
Texas
$179K -$53.5K -6,707 -23%
CB
219
Commerce Bank
Missouri
$179K +$37.4K +4,693 +27%
JF
220
Jump Financial
Illinois
$178K +$174K +21,837 New
MC
221
Moors & Cabot
Massachusetts
$177K -$11.5K -1,439 -6%
William Blair & Company
222
William Blair & Company
Illinois
$177K -$61.7K -7,740 -26%
JWM
223
Janiczek Wealth Management
Colorado
$177K +$1.18K +148 +0.7%
LSAG
224
Lake Street Advisors Group
New Hampshire
$176K +$51.9K +6,510 +43%
DC
225
Davenport & Co
Virginia
$174K -$10.7K -1,338 -6%