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Name Holding Trade Value Shares
Change
Change in
Stake
IFG
251
Independent Financial Group
California
$889K -$64K -3,825 -9%
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$888K +$58.8K +3,515 +10%
MA
253
Mutual Advisors
Nebraska
$883K +$718K +42,921 New
KA
254
Kercheville Advisors
Texas
$836K +$636K +38,000 New
LNWWM
255
Laird Norton Wetherby Wealth Management
California
$825K -$1.58M -94,650 -72%
Envestnet Asset Management
256
Envestnet Asset Management
Illinois
$807K +$614K +36,684 New
SS
257
SBI Securities
Japan
$786K +$669 +40 +0.1%
PMAM
258
Picton Mahoney Asset Management
Ontario, Canada
$781K +$594K +35,474 New
Vanguard Personalized Indexing Management
259
Vanguard Personalized Indexing Management
California
$779K +$14K +836 +2%
SCP
260
Sivia Capital Partners
California
$771K +$86.4K +5,164 +17%
CM
261
CastleKnight Management
New York
$770K
Cetera Investment Advisers
262
Cetera Investment Advisers
Illinois
$770K +$248K +14,825 +74%
Public Employees Retirement Association of Colorado
263
Public Employees Retirement Association of Colorado
Colorado
$770K
VBA
264
Van Berkom & Associates
Quebec, Canada
$766K +$582K +34,800 New
JCIA
265
Jackson Creek Investment Advisors
Colorado
$765K -$37.9K -2,263 -6%
CM
266
Caption Management
Oklahoma
$762K +$579K +34,600 New
OTL
267
Oak Thistle LLC
New York
$747K +$189K +11,298 +50%
DA
268
DCF Advisers
Connecticut
$737K +$58.6K +3,500 +12%
KRW
269
Kaufman Rossin Wealth
Florida
$734K +$19.3K +1,154 +4%
SFS
270
Sowell Financial Services
Arkansas
$732K +$556K +33,238 New
RCM
271
Requisite Capital Management
Texas
$730K +$555K +33,146 New
TCM
272
Triumph Capital Management
Colorado
$726K +$552K +32,992 New
LSA
273
Leonteq Securities AG
Switzerland
$716K -$244K -14,597 -31%
LAM
274
LECAP Asset Management
United Kingdom
$713K -$709K -42,353 -57%
Kayne Anderson Rudnick Investment Management
275
Kayne Anderson Rudnick Investment Management
California
$699K +$97K +5,796 +22%