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Name Holding Trade Value Shares
Change
Change in
Stake
NEI
151
Northwest & Ethical Investments
Ontario, Canada
$751K -$37.3K -2,294 -5%
FFM
152
Forum Financial Management
Illinois
$741K +$72.6K +4,467 +10%
P
153
&Partners
Tennessee
$721K +$89.7K +5,519 +14%
GCA
154
Genesee Capital Advisors
New York
$720K -$21.2K -1,305 -3%
SIA
155
Schechter Investment Advisors
Michigan
$719K -$45.6K -2,808 -6%
Balyasny Asset Management
156
Balyasny Asset Management
Illinois
$704K +$157K +9,630 +27%
DWM
157
Diversify Wealth Management
Utah
$698K +$101K +6,239 +16%
AWC
158
Abundance Wealth Counselors
Pennsylvania
$686K -$123K -7,586 -15%
BP
159
Ballentine Partners
Massachusetts
$685K +$4.78K +294 +0.7%
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$673K +$42.6K +2,623 +7%
Pacer Advisors
161
Pacer Advisors
Pennsylvania
$671K -$40.7K -2,503 -6%
NW
162
NewEdge Wealth
Pennsylvania
$662K +$99.4K +6,117 +17%
DWT
163
Dorsey & Whitney Trust
South Dakota
$651K +$11.6K +716 +2%
LWAM
164
Legacy Wealth Asset Management
Minnesota
$648K -$7.39K -455 -1%
AWM
165
Apollon Wealth Management
South Carolina
$635K -$9.95K -612 -1%
SFA
166
Sequoia Financial Advisors
Ohio
$634K -$29.7K -1,828 -4%
Invesco
167
Invesco
Georgia
$625K +$188K +11,558 +41%
YCM
168
Yousif Capital Management
Michigan
$622K -$185K -11,400 -22%
GT
169
Greenleaf Trust
Michigan
$610K -$1.22K -75 -0.2%
Jones Financial Companies
170
Jones Financial Companies
Missouri
$607K +$102K +6,305 +19%
HC
171
Henshaw Capital
Massachusetts
$592K -$113K -6,971 -16%
CL
172
Choreo LLC
Illinois
$585K -$48.5K -2,984 -7%
QCG
173
Quadrant Capital Group
Ohio
$578K +$455 +28 +0.1%
ECM
174
Evergreen Capital Management
Washington
$557K -$23.4K -1,442 -4%
B
175
Bailard
California
$556K +$15.2K +935 +3%