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Name Holding Trade Value Shares
Change
Change in
Stake
SP
201
SIH Partners
Delaware
$542K
GIM
202
Glenmede Investment Management
Pennsylvania
$539K +$498K +24,660 New
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$529K +$17K +840 +4%
Marshall Wace
204
Marshall Wace
United Kingdom
$527K +$487K +24,106 New
LC
205
L1 Capital
Australia
$523K +$481K +23,832 New
IWC
206
Integrated Wealth Concepts
Massachusetts
$522K +$51.4K +2,543 +12%
JWM
207
Jeppson Wealth Management
California
$520K
CCM
208
Coldstream Capital Management
Washington
$518K +$100K +4,965 +27%
RCAG
209
Rehmann Capital Advisory Group
Michigan
$518K +$15.1K +747 +3%
PWPS
210
Pinnacle Wealth Planning Services
Ohio
$517K +$59.6K +2,950 +14%
Focus Partners Wealth
211
Focus Partners Wealth
Massachusetts
$513K +$474K +23,458 New
DC
212
Davenport & Co
Virginia
$509K -$7.17K -355 -2%
EI
213
Ellevest Inc
New York
$508K -$61K -3,022 -12%
FAFN
214
First Affirmative Financial Network
Colorado
$507K +$103K +5,103 +28%
GM
215
GeoWealth Management
Illinois
$506K +$63.4K +3,138 +16%
VCM
216
Versant Capital Management
Arizona
$505K +$8.26K +409 +2%
AWM
217
Arista Wealth Management
Nevada
$496K +$458K +22,686 New
GCM
218
Gallacher Capital Management
Colorado
$493K -$81.3K -4,027 -15%
WA
219
Waverly Advisors
Alabama
$488K -$2.79K -138 -0.6%
BIG
220
Brooklyn Investment Group
New York
$486K +$248K +12,305 +124%
AWM
221
Aprio Wealth Management
Georgia
$484K +$61.5K +3,046 +16%
XT
222
XTX Topco
Cayman Islands
$481K -$456K -22,588 -51%
OIA
223
OneDigital Investment Advisors
Kansas
$481K -$20.4K -1,012 -4%
DI
224
Diligent Investors
California
$475K +$101 +5 +0%
GWMR
225
GC Wealth Management RIA
Massachusetts
$466K +$36.9K +1,828 +9%