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Name Holding Trade Value Shares
Change
Change in
Stake
Spire Wealth Management
201
Spire Wealth Management
Virginia
$2K – – –
LC
202
Lindbrook Capital
California
$2K +$529 +10 +20%
Geneos Wealth Management
203
Geneos Wealth Management
Colorado
$1K – – –
IFP Advisors
204
IFP Advisors
Florida
$1K – – –
Allworth Financial
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
EverSource Wealth Advisors
208
EverSource Wealth Advisors
Alabama
$1K +$2.17K +41 New
SC
209
Stephens Consulting
Michigan
$792 – – –
TD Waterhouse Canada
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
Thornburg Investment Management
219
Thornburg Investment Management
New Mexico
– -$8.98M -108,598 Closed
Driehaus Capital Management
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
Castleark Management
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