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Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
501
Fiera Capital (Canada)
Quebec, Canada
$201K +$189K +3,429 New
FGAM
502
Financial Gravity Asset Management
Texas
$176K +$991 +18 New
ASN
503
Advisory Services Network
Georgia
$170K +$160K +2,901 New
Rockefeller Capital Management
504
Rockefeller Capital Management
New York
$156K -$17.2K -312 -10%
PA
505
Parallel Advisors
California
$155K +$21.8K +396 +18%
IP
506
Isthmus Partners
Wisconsin
$149K +$140K +2,550 New
CLOS
507
Compagnie Lombard Odier SCmA
Switzerland
$132K +$5.78K +105 +5%
AIM
508
Arcadia Investment Management
Michigan
$127K +$120K +2,175 New
OIA
509
Optimum Investment Advisors
Illinois
$105K – – –
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$103K – – –
WWM
511
Wolff Wiese Magana
California
$102K – – –
EBA
512
Eagle Bay Advisors
New York
$95K +$87.3K +1,587 New
S
513
SignatureFD
Georgia
$92K +$1.32K +24 +2%
AIM
514
Anchor Investment Management
South Carolina
$87.9K – – –
HI
515
Harbour Investments
Wisconsin
$83K +$495 +9 +0.6%
IA
516
IFP Advisors
Florida
$73K -$68.5K -1,245 -50%
LSA
517
Leonteq Securities AG
Switzerland
$72.1K – – –
PCM
518
Penserra Capital Management
California
$65K +$1.65K +30 +3%
AA
519
Ancora Advisors
Ohio
$60K – – –
BCA
520
Berman Capital Advisors
Georgia
$60K +$991 +18 +2%
WT
521
Whittier Trust
California
$58K – – –
CT
522
Caldwell Trust
Florida
$57.7K – – –
QCG
523
Quadrant Capital Group
Ohio
$53K +$330 +6 +0.7%
TLCM
524
Twin Lakes Capital Management
California
$44K – – –
MAM
525
Meeder Asset Management
Ohio
$43K +$10.2K +186 +34%