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Name Holding Trade Value Shares
Change
Change in
Stake
JIR
126
James Investment Research
Ohio
$62K
APP
127
Avantax Planning Partners
Iowa
$62K +$65.9K +1,703 New
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$37K -$58.5K -1,510 -60%
IBOK
129
Independence Bank of Kentucky
Kentucky
$37K
IWM
130
IHT Wealth Management
Illinois
$36K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$18K
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$15K
RFC
133
Regions Financial Corp
Alabama
$15K
PA
134
Parallel Advisors
California
$14K
CAGAS
135
Capital Advisory Group Advisory Services
Minnesota
$13K +$13.7K +354 New
HL
136
Harding Loevner
New Jersey
$11K +$11.8K +304 New
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$10K
PFBT
138
Parkside Financial Bank & Trust
Missouri
$7K +$6.93K +179 New
DWM
139
Destination Wealth Management
California
$5K +$5.03K +130 New
SPIA
140
Steward Partners Investment Advisory
New York
$5K +$5.81K +150 New
GT
141
Glenmede Trust
Pennsylvania
$4K
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$4K
FRA
143
Front Row Advisors
California
$4K +$2.9K +75 +167%
OWA
144
One Wealth Advisors
California
$3K -$3.6K -93 -51%
WAM
145
Wealthspire Advisors (Maryland)
Maryland
$3K
CAW
146
Cornerstone Advisors (Washington)
Washington
$1K
Marshall Wace
147
Marshall Wace
United Kingdom
-$74.8M -2,215,424 Closed
Arrowstreet Capital
148
Arrowstreet Capital
Massachusetts
-$7.36M -217,951 Closed
DWA
149
Dorsey Wright & Associates
California
-$4.53M -134,506 Closed
HCM
150
Highbridge Capital Management
New York
-$4.3M -127,500 Closed