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Name Holding Trade Value Shares
Change
Change in
Stake
SS
526
Simplicity Solutions
Minnesota
$141K -$205K -17,943 -59%
HM
527
Harvest Management
New York
$141K
PFM
528
Parsec Financial Management
North Carolina
$139K +$2.95K +258 +2%
SMC
529
S. Muoio & Co
New York
$138K -$75.5K -6,600 -35%
CCG
530
Cypress Capital Group
Florida
$137K -$76K -6,636 -35%
NP
531
NorthRock Partners
Minnesota
$136K -$538 -47 -0.4%
AIP
532
Ameritas Investment Partners
Nebraska
$136K
FHC
533
First Heartland Consultants
Missouri
$134K -$3.21K -280 -2%
LNWWM
534
Laird Norton Wetherby Wealth Management
California
$133K -$53.2K -4,648 -28%
BF
535
BOK Financial
Oklahoma
$131K -$12.2K -1,069 -8%
SIA
536
Schechter Investment Advisors
Michigan
$131K +$133K +11,585 New
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$130K -$103K -9,029 -44%
MWM
538
Meridian Wealth Management
Kentucky
$129K -$9.72K -849 -7%
Assenagon Asset Management
539
Assenagon Asset Management
Luxembourg
$128K -$75.8K -6,622 -37%
CAM
540
Claret Asset Management
Quebec, Canada
$128K
V
541
Veritable
Delaware
$128K +$130K +11,336 New
DAS
542
Dynamic Advisor Solutions
Arizona
$127K +$129K +11,257 New
VBFP
543
Valtinson Bruner Financial Planning
Minnesota
$126K
PA
544
Parallel Advisors
California
$126K +$13.4K +1,174 +12%
AG
545
Ascent Group
Virginia
$123K +$125K +10,924 New
BSW
546
Buckingham Strategic Wealth
Missouri
$123K +$125K +10,947 New
ZIM
547
Zacks Investment Management
Illinois
$122K +$124K +10,858 New
LSAG
548
Lake Street Advisors Group
New Hampshire
$121K -$23.4K -2,043 -16%
QT
549
Quantamental Technologies
New York
$120K -$210K -18,336 -63%
EA
550
Emerald Advisors
Washington
$117K