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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
351
United Capital Financial Advisors
Texas
$219K -$7.96K -447 -3%
CPA
352
Capital Performance Advisors
California
$218K +$89.1K +5,003 +67%
Envestnet Asset Management
353
Envestnet Asset Management
Illinois
$217K -$5.15K -289 -2%
M&T Bank
354
M&T Bank
New York
$216K -$33.2K -1,863 -13%
LI
355
LifeWealth Investments
Florida
$215K +$219K +12,318 New
CA
356
Claro Advisors
Massachusetts
$215K -$68.3K -3,836 -24%
Natixis Advisors
357
Natixis Advisors
Massachusetts
$214K +$218K +12,234 New
SFC
358
SYM Financial Corp
Indiana
$210K +$214K +12,029 New
NCM
359
Novare Capital Management
North Carolina
$210K
CB
360
Commerce Bank
Missouri
$209K +$6.23K +350 +3%
EWA
361
EP Wealth Advisors
California
$204K +$19.7K +1,107 +10%
IF
362
IRON Financial
Illinois
$202K +$6.06K +340 +3%
HI
363
Harbour Investments
Wisconsin
$202K -$1.48K -83 -0.7%
SAM
364
Shell Asset Management
Netherlands
$202K
MF
365
Magnetar Financial
Illinois
$199K +$499 +28 +0.2%
PWM
366
Perigon Wealth Management
California
$198K +$6.95K +390 +3%
AAS
367
Avantax Advisory Services
Texas
$195K +$12.6K +710 +7%
CCM
368
Coldstream Capital Management
Washington
$194K +$4.67K +262 +2%
PCM
369
Prelude Capital Management
New York
$193K +$196K +11,020 New
SG Americas Securities
370
SG Americas Securities
New York
$191K -$192K -10,789 -50%
CI
371
CX Institutional
Indiana
$189K +$192K +10,802 New
MWA
372
Meridian Wealth Advisors
Texas
$189K
XT
373
XTX Topco
Cayman Islands
$187K -$624K -35,014 -77%
MC
374
Moors & Cabot
Massachusetts
$184K -$28.6K -1,604 -13%
PAM
375
Panagora Asset Management
Massachusetts
$177K +$180K +10,110 New