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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
AF
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
PA
308
Parallel Advisors
California
$607
LFG
309
Larson Financial Group
Missouri
$405
SS
310
SBI Securities
Japan
$405 +$436 +6 New
WA
311
Whipplewood Advisors
Colorado
$337 +$364 +5 New
AWM
312
Abound Wealth Management
Tennessee
$270
HNB
313
Huntington National Bank
Ohio
$270
GFPC
314
Global Financial Private Client
Florida
$202 +$218 +3 New
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$135
PWM
316
Parkworth Wealth Management
California
$135 +$145 +2 New
DCM
317
Driehaus Capital Management
Illinois
-$24.7M -327,803 Closed
SCP
318
Seizert Capital Partners
Michigan
-$5.45M -72,496 Closed
AG
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
OIA
325
OneDigital Investment Advisors
Kansas
-$1.38M -18,370 Closed