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Korn Ferry

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
301
Cassady Schiller Wealth Management
Ohio
$944 +$1.02K +14 New
Allworth Financial
302
Allworth Financial
California
$847 – – –
DPW
303
DiNuzzo Private Wealth
Pennsylvania
$742 – – –
PWMG
304
Private Wealth Management Group
New Jersey
$742 – – –
PFBT
305
Parkside Financial Bank & Trust
Missouri
$742 +$145 +2 +22%
SIC
306
SJS Investment Consulting
Ohio
$675 – – –
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$675 +$727 +10 New
Parallel Advisors
308
Parallel Advisors
California
$607 – – –
Larson Financial Group
309
Larson Financial Group
Missouri
$405 – – –
SBI Securities
310
SBI Securities
Japan
$405 +$436 +6 New
WA
311
Whipplewood Advisors
Colorado
$337 +$364 +5 New
AWM
312
Abound Wealth Management
Tennessee
$270 – – –
Huntington National Bank
313
Huntington National Bank
Ohio
$270 – – –
GFPC
314
Global Financial Private Client
Florida
$202 +$218 +3 New
MassMutual Private Wealth & Trust
315
MassMutual Private Wealth & Trust
Connecticut
$135 – – –
PWM
316
Parkworth Wealth Management
California
$135 +$145 +2 New
Driehaus Capital Management
317
Driehaus Capital Management
Illinois
– -$24.7M -327,803 Closed
Seizert Capital Partners
318
Seizert Capital Partners
Michigan
– -$5.45M -72,496 Closed
Algert Global
319
Algert Global
California
– -$3.08M -40,973 Closed
GC
320
Globeflex Capital
California
– -$2.88M -38,257 Closed
Acadian Asset Management
321
Acadian Asset Management
Massachusetts
– -$2.2M -29,289 Closed
SPA
322
Sherbrooke Park Advisers
New York
– -$1.85M -24,545 Closed
JCIA
323
Jackson Creek Investment Advisors
Colorado
– -$1.64M -21,776 Closed
TD Asset Management
324
TD Asset Management
Ontario, Canada
– -$1.47M -20,000 Closed
OneDigital Investment Advisors
325
OneDigital Investment Advisors
Kansas
– -$1.38M -18,370 Closed