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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
101
Aquatic Capital Management
Illinois
$389K -$179K -12,400 -33%
SIA
102
Schechter Investment Advisors
Michigan
$385K +$24.2K +1,678 +7%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$368K +$345K +23,932 New
MYIA
104
Mount Yale Investment Advisors
Colorado
$355K -$244K -16,957 -42%
Legal & General Group
105
Legal & General Group
United Kingdom
$346K
AWM
106
Ariadne Wealth Management
California
$334K +$297K +20,634 New
FAFN
107
First Affirmative Financial Network
Colorado
$334K -$20.8K -1,441 -6%
BWP
108
BSW Wealth Partners
Colorado
$331K +$101K +6,996 +48%
LCGC
109
Legacy Capital Group California
California
$330K -$288 -20 -0.1%
S
110
SignatureFD
Georgia
$324K +$32.1K +2,226 +12%
WFI
111
West Family Investments
California
$310K +$90.8K +6,298 +45%
LNWWM
112
Laird Norton Wetherby Wealth Management
California
$303K +$47.2K +3,272 +20%
Bessemer Group
113
Bessemer Group
New Jersey
$303K
GC
114
Guggenheim Capital
Illinois
$295K -$145K -10,079 -34%
PWMG
115
Pinnacle Wealth Management Group
Michigan
$290K
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$283K +$1.67K +116 +0.6%
PP
117
PDS Planning
Ohio
$282K +$15.4K +1,065 +6%
AWM
118
Aprio Wealth Management
Georgia
$250K +$75K +5,201 +47%
CAM
119
Cresset Asset Management
Illinois
$241K +$40.3K +2,794 +22%
EC
120
EntryPoint Capital
New York
$236K -$13.6K -940 -6%
SCP
121
Sivia Capital Partners
California
$231K
ACA
122
Atlas Capital Advisors
Wyoming
$227K -$199K -13,836 -48%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$219K +$205K +14,253 New
TC
124
TownSquare Capital
Utah
$219K +$205K +14,225 New
Bank of New York Mellon
125
Bank of New York Mellon
New York
$215K -$39.3K -2,727 -16%