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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
176
Kathmere Capital Management
Pennsylvania
$1.07M +$66K +1,160 +7%
AWM
177
Aprio Wealth Management
Georgia
$1.07M -$220K -3,863 -18%
IWC
178
Integrated Wealth Concepts
Massachusetts
$1.06M +$311K +5,458 +46%
EGM
179
Engineers Gate Manager
New York
$1.04M +$506K +8,891 +108%
EI
180
Ellevest Inc
New York
$1.04M -$19.5K -342 -2%
FFS
181
Founders Financial Securities
Maryland
$1.01M +$16.3K +287 +2%
PP
182
PDS Planning
Ohio
$1.01M +$70.5K +1,239 +8%
HI
183
Horizon Investments
North Carolina
$1M -$14.6K -257 -2%
SA
184
Sanctuary Advisors
Indiana
$988K +$97.6K +1,715 +12%
FRA
185
Frank Rimerman Advisors
California
$982K +$47K +826 +5%
MMA
186
Miracle Mile Advisors
California
$966K -$105K -1,838 -10%
AIA
187
AssuredPartners Investment Advisors
Florida
$957K +$174K +3,065 +24%
RA
188
Rational Advisors
New York
$956K -$132K -2,314 -13%
SIA
189
Soltis Investment Advisors
Utah
$940K +$18.3K +322 +2%
PAG
190
Private Advisor Group
New Jersey
$928K -$24.6K -432 -3%
GC
191
Guggenheim Capital
Illinois
$916K -$60.6K -1,065 -7%
State Street
192
State Street
Massachusetts
$898K
P
193
Pitcairn
Pennsylvania
$894K -$115K -2,013 -12%
AssetMark Inc
194
AssetMark Inc
California
$892K +$502K +8,819 +151%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$883K +$159K +2,785 +24%
HJIM
196
Henry James International Management
New York
$863K
CGL
197
Clarius Group LLC
Washington
$853K +$4.84K +85 +0.6%
VCM
198
Versant Capital Management
Arizona
$851K -$21.2K -372 -3%
HAG
199
HighPoint Advisor Group
Illinois
$847K +$5.98K +105 +0.8%
Lazard Asset Management
200
Lazard Asset Management
New York
$845K -$49.9K -876 -6%