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Name Holding Trade Value Shares
Change
Change in
Stake
CW
151
Connectus Wealth
Ohio
$734K -$20.1K -516 -3%
GT
152
Glenmede Trust
Pennsylvania
$725K -$311K -7,960 -30%
SEC
153
Seven Eight Capital
New York
$718K +$505K +12,925 +243%
CCM
154
CAAS Capital Management
New York
$716K +$320K +8,193 +82%
IP
155
Ignite Planners
California
$714K +$709K +18,159 New
LI
156
Louisbourg Investments
New Brunswick, Canada
$686K
FFS
157
Founders Financial Securities
Maryland
$684K +$678K +17,367 New
SIA
158
SeaBridge Investment Advisors
New Jersey
$682K -$83.9K -2,150 -11%
CGL
159
Clarius Group LLC
Washington
$678K -$45.6K -1,167 -6%
LFAS
160
Level Four Advisory Services
Texas
$673K +$21.1K +540 +3%
Pzena Investment Management
161
Pzena Investment Management
New York
$671K -$3.51K -90 -0.5%
HI
162
Horizon Investments
North Carolina
$664K +$680K +17,421 +56,197%
LWL
163
Leo Wealth LLC
Texas
$662K +$59.3K +1,518 +10%
AFG
164
Atomi Financial Group
New York
$646K +$55.6K +1,425 +10%
ECM
165
Evergreen Capital Management
Washington
$624K +$103K +2,644 +21%
CA
166
Crumly & Associates
Illinois
$617K -$10.7K -274 -2%
LFA
167
Legacy Financial Advisors
Kentucky
$613K +$13.4K +343 +2%
Acadian Asset Management
168
Acadian Asset Management
Massachusetts
$608K +$603K +15,450 New
State Street
169
State Street
Massachusetts
$604K -$6.64K -170 -1%
TWC
170
TD Waterhouse Canada
Ontario, Canada
$601K +$9.76K +250 +2%
EI
171
Ellevest Inc
New York
$600K +$595K +15,254 New
GSC
172
Grey Street Capital
Illinois
$600K +$572K +14,663 New
JP Morgan Chase
173
JP Morgan Chase
New York
$594K +$99.6K +2,552 +20%
PI
174
PEAK6 Investments
Illinois
$591K +$586K +15,012 New
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$580K -$137K -3,519 -19%