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Name Holding Trade Value Shares
Change
Change in
Stake
GC
401
Gilbert & Cook
Iowa
$240K -$18K -125 -8%
MGWM
402
Marks Group Wealth Management
Minnesota
$236K -$31K -215 -13%
HAG
403
HighPoint Advisor Group
Illinois
$234K +$183K +1,272 New
DJSG
404
D.J. St. Germain
Massachusetts
$233K +$210K +1,455 New
KAS
405
Kestra Advisory Services
Texas
$233K +$211K +1,468 New
FPS
406
Fieldpoint Private Securities
Connecticut
$232K +$208K +1,446 New
Schroder Investment Management Group
407
Schroder Investment Management Group
United Kingdom
$228K
SCA
408
Summit Creek Advisors
Minnesota
$227K -$621K -4,310 -75%
KPW
409
Kore Private Wealth
New York
$221K +$199K +1,378 New
GC
410
Globeflex Capital
California
$220K +$198K +1,371 New
ECM
411
ExodusPoint Capital Management
New York
$217K -$263K -1,823 -57%
MSRPS
412
Maryland State Retirement & Pension System
Maryland
$215K +$201K +1,395 New
Vontobel Holding
413
Vontobel Holding
Switzerland
$214K +$183K +1,271 New
CAM
414
Cresset Asset Management
Illinois
$213K +$191K +1,327 New
CCM
415
Coldstream Capital Management
Washington
$213K +$191K +1,329 New
MF
416
Magnetar Financial
Illinois
$213K +$192K +1,331 New
CCA
417
Checchi Capital Advisers
California
$212K +$191K +1,323 New
LC
418
Loews Corp
New York
$212K +$191K +1,324 New
CCA
419
Cadent Capital Advisors
Oklahoma
$212K +$191K +1,326 New
Macquarie Group
420
Macquarie Group
Australia
$206K
SFA
421
Sequoia Financial Advisors
Ohio
$204K +$183K +1,272 New
DWM
422
Dakota Wealth Management
Florida
$203K +$182K +1,265 New
NFG
423
NewFocus Financial Group
Washington
$201K +$181K +1,253 New
POIA
424
Pin Oak Investment Advisors
Texas
$189K
Rockefeller Capital Management
425
Rockefeller Capital Management
New York
$189K +$137K +950 +399%