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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$2K
LC
202
Lindbrook Capital
California
$2K +$529 +10 +20%
GWM
203
Geneos Wealth Management
Colorado
$1K
IA
204
IFP Advisors
Florida
$1K
AF
205
Allworth Financial
California
$1K +$1K +19 New
ZB
206
Zions Bancorporation
Utah
$1K +$1.48K +28 New
BIA
207
Bell Investment Advisors
California
$1K +$1.64K +31 New
EWA
208
EverSource Wealth Advisors
Alabama
$1K +$2.17K +41 New
SC
209
Stephens Consulting
Michigan
$792
TWC
210
TD Waterhouse Canada
Ontario, Canada
$499 -$207K -3,913 -100%
APA
211
American Portfolios Advisors
New York
$32
Wellington Management Group
212
Wellington Management Group
Massachusetts
-$62.2M -751,662 Closed
American Century Companies
213
American Century Companies
Missouri
-$61.1M -738,779 Closed
Capital International Investors
214
Capital International Investors
California
-$58.6M -708,916 Closed
Loomis, Sayles & Company
215
Loomis, Sayles & Company
Massachusetts
-$55.9M -676,240 Closed
Baird Financial Group
216
Baird Financial Group
Wisconsin
-$21.5M -260,460 Closed
Allianz Asset Management
217
Allianz Asset Management
Germany
-$13.6M -164,507 Closed
TAM
218
Telemark Asset Management
Massachusetts
-$12.4M -150,000 Closed
TIM
219
Thornburg Investment Management
New Mexico
-$8.98M -108,598 Closed
DCM
220
Driehaus Capital Management
Illinois
-$8.3M -100,393 Closed
LCG
221
Lisanti Capital Growth
New York
-$8.27M -100,028 Closed
NCGI
222
Next Century Growth Investors
Minnesota
-$7.98M -96,460 Closed
CM
223
Castleark Management
Illinois
-$6.87M -83,050 Closed
SCA
224
Summit Creek Advisors
Minnesota
-$5.45M -65,861 Closed
Alyeska Investment Group
225
Alyeska Investment Group
Illinois
-$5.12M -61,891 Closed