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Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
PDS Planning
Ohio
$193K +$2.82K +536 +1%
SSA
27
Schonfeld Strategic Advisors
New York
$175K +$189K +35,800 New
API
28
Advisor Partners II
California
$166K +$38.8K +7,363 +28%
BCI
29
Brinker Capital Investments
Pennsylvania
$162K -$96.1K -18,244 -35%
OPS
30
Orion Portfolio Solutions
Nebraska
$162K -$96.1K -18,244 -35%
OMC
31
Old Mission Capital
Illinois
$153K +$166K +31,423 New
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$148K -$246K -46,772 -61%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$146K +$27.6K +5,239 +21%
BL
34
Balentine LLC
Georgia
$144K +$10.2K +1,928 +7%
QCM
35
QRG Capital Management
Illinois
$140K +$151K +28,694 New
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$126K -$7.12K -1,352 -5%
IA
37
Inspire Advisors
Idaho
$85.3K +$11.7K +2,227 +15%
Two Sigma Investments
38
Two Sigma Investments
New York
$79.1K -$289K -54,767 -77%
PWPS
39
Pinnacle Wealth Planning Services
Ohio
$78.1K -$1.09K -207 -1%
BWP
40
BSW Wealth Partners
Colorado
$75.2K -$18.9K -3,588 -19%
IDA
41
Intelligence Driven Advisers
California
$63.6K +$72K +13,673 New
RWM
42
Ritholtz Wealth Management
New York
$63.3K -$126K -23,873 -65%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$62.5K
IC
44
IEQ Capital
California
$60.9K +$65.7K +12,481 New
CG
45
Caprock Group
Idaho
$60.6K -$3.52K -668 -5%
CCM
46
Coldstream Capital Management
Washington
$57.4K +$5.52K +1,048 +10%
IFG
47
Independent Financial Group
California
$54.7K
YCM
48
Yousif Capital Management
Michigan
$54.1K
AIA
49
Alera Investment Advisors
Illinois
$53.1K -$6.26K -1,189 -10%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$53K +$13.5K +2,571 +31%