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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
476
AssetMark Inc
California
$278K +$180K +10,672 +92%
FFM
477
Forum Financial Management
Illinois
$278K
IAIM
478
Industrial Alliance Investment Management
Quebec, Canada
$276K +$372K +22,029 New
VI
479
Vestcor Inc
New Brunswick, Canada
$275K -$2.8K -166 -0.8%
FHB
480
First Hawaiian Bank
Hawaii
$273K -$154K -9,093 -29%
HSA
481
HBK Sorce Advisory
Pennsylvania
$273K +$7.33K +434 +2%
CIC
482
Carnegie Investment Counsel
Ohio
$269K -$261K -15,480 -42%
IA
483
IFG Advisory
Georgia
$267K +$1.45K +86 +0.4%
KA
484
Kintegral Advisory
New York
$266K -$19.3K -1,140 -5%
GG
485
Golden Green
South Carolina
$257K +$347K +20,553 New
SFA
486
Sequoia Financial Advisors
Ohio
$254K -$38.3K -2,270 -10%
CBB
487
Citizens Business Bank
California
$250K
SP
488
Symmetry Partners
Connecticut
$250K
SFS
489
Summit Financial Strategies
Ohio
$249K +$336K +19,889 New
SBH
490
Segall Bryant & Hamill
Illinois
$247K +$16.9K +1,000 +5%
OAM
491
Ostrum Asset Management
France
$246K +$331K +19,624 New
SP
492
Saranac Partners
$244K +$329K +19,450 New
SWM
493
Shakespeare Wealth Management
Wisconsin
$243K
BMSSC
494
B. Metzler seel. Sohn & Co
Germany
$242K -$1.96M -116,319 -86%
BFS
495
Bradley Foster & Sargent
Connecticut
$239K -$541 -32 -0.2%
BFG
496
Bouchey Financial Group
New York
$234K +$3.21K +190 +1%
OIA
497
OneDigital Investment Advisors
Kansas
$233K -$838K -49,604 -73%
CS
498
Comerica Securities
Michigan
$232K +$15.4K +910 +5%
FTDI
499
First Trust Direct Indexing
Massachusetts
$230K +$310K +18,341 New
IFG
500
Independent Financial Group
California
$228K +$134K +7,962 +78%