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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$8K +$7.55K +145 New
AF
202
Allworth Financial
California
$6K
IA
203
IFP Advisors
Florida
$4K
SWP
204
Stratos Wealth Partners
Ohio
$4K +$3.33K +64 New
GAM
205
Gemmer Asset Management
California
$3K
GRP
206
Global Retirement Partners
California
$3K +$2.4K +46 New
ST
207
Smithfield Trust
Pennsylvania
$2K +$1.56K +30 New
RFC
208
Regions Financial Corp
Alabama
$2K +$1.67K +32 New
GWM
209
Geneos Wealth Management
Colorado
$1K
PFBT
210
Parkside Financial Bank & Trust
Missouri
$1K
QI
211
QS Investors
New York
$1K
VFA
212
Valeo Financial Advisors
Indiana
$1K +$52 +1 +4%
AssetMark Inc
213
AssetMark Inc
California
$1K +$573 +11 New
FGC
214
Financial Gravity Companies
Texas
$1K +$781 +15 New
ACM
215
AKRE Capital Management
Virginia
-$89.7M -1,600,000 Closed
NFA
216
Nationwide Fund Advisors
Ohio
-$10.2M -181,236 Closed
EVM
217
Eaton Vance Management
Massachusetts
-$3.87M -69,056 Closed
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
-$1.9M -36,464 Closed
GCP
219
GSA Capital Partners
United Kingdom
-$1.38M -24,581 Closed
BC
220
Beaconlight Capital
New York
-$1.33M -23,738 Closed
N
221
Natixis
France
-$267K -4,763 Closed
TA
222
Tiedemann Advisors
New York
-$280K -4,579 Closed
HIC
223
Harvey Investment Company
Kentucky
-$246K -4,385 Closed
FM
224
Forward Management
California
-$154K -2,747 Closed
NSIM
225
North Star Investment Management
Illinois
-$8K -140 Closed