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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$314K
PI
177
PFG Investments
New York
$299K -$158K -4,003 -37%
HighTower Advisors
178
HighTower Advisors
Illinois
$297K +$61.7K +1,566 +30%
UCFA
179
United Capital Financial Advisors
Texas
$293K -$260K -6,604 -49%
EW
180
Evoke Wealth
California
$264K -$240K -6,100 -50%
GC
181
Gratus Capital
Georgia
$264K
BCI
182
Brinker Capital Investments
Pennsylvania
$261K +$105K +2,664 +47%
OPS
183
Orion Portfolio Solutions
Nebraska
$261K +$105K +2,664 +47%
VA
184
Vident Advisory
Georgia
$259K +$235K +5,975 New
CM
185
Caption Management
Oklahoma
$253K +$230K +5,834 New
AI
186
Atom Investors
Texas
$249K +$1.3K +33 +0.6%
PL
187
Perpetual Ltd
Australia
$225K -$1.61K -41 -0.8%
Comerica Bank
188
Comerica Bank
Texas
$223K +$98.6K +2,504 +94%
GSEP
189
Golden State Equity Partners
California
$222K +$4.69K +119 +2%
IWC
190
Integrated Wealth Concepts
Massachusetts
$219K -$36.6K -930 -16%
BRWA
191
B. Riley Wealth Advisors
Florida
$219K -$49.1K -1,248 -20%
TBA
192
Tower Bridge Advisors
Pennsylvania
$217K
WMWM
193
Whitaker-Myers Wealth Managers
Ohio
$216K +$591 +15 +0.3%
MOS
194
MGO One Seven
Ohio
$215K +$195K +4,956 New
AIM
195
Aigen Investment Management
New York
$209K -$206K -5,219 -52%
CAM
196
Campion Asset Management
Virginia
$208K -$13.8K -350 -7%
PVH
197
Psagot Value Holdings
Israel
$199K -$6.85K -174 -4%
GS
198
Gagnon Securities
New York
$175K +$159K +4,037 New
HGERS
199
Householder Group Estate & Retirement Specialist
Arizona
$172K +$4.41K +112 +3%
Zurich Cantonal Bank
200
Zurich Cantonal Bank
Switzerland
$170K +$120K +3,045 +344%