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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
501
Sage Mountain Advisors
Georgia
$236K -$35.2K -980 -13%
MFIM
502
Mesirow Financial Investment Management
Illinois
$235K +$21K +586 +10%
SA
503
Skyline Advisors
Washington
$234K
BBHC
504
Brown Brothers Harriman & Co
New York
$234K -$112K -3,130 -33%
AFG
505
Atomi Financial Group
New York
$233K +$227K +6,329 New
MFG
506
Merit Financial Group
Georgia
$230K +$225K +6,267 New
HI
507
Horizon Investments
North Carolina
$226K +$2.84K +79 +1%
SF
508
Summit Financial
New Jersey
$225K +$220K +6,121 New
KI
509
Kapitalo Investimentos
Brazil
$224K -$107K -2,989 -33%
EI
510
Ethic Inc
New York
$223K +$218K +6,080 New
EA
511
Evolution Advisers
Virginia
$218K
PCS
512
Personal CFO Solutions
New Jersey
$217K -$81K -2,256 -28%
S
513
SignatureFD
Georgia
$217K +$2.33K +65 +1%
CA
514
Continuum Advisory
Idaho
$217K +$1.94K +54 +0.9%
CGL
515
Clarius Group LLC
Washington
$216K +$211K +5,877 New
APF
516
Alaska Permanent Fund
Alaska
$212K
VA
517
Vident Advisory
Georgia
$212K +$207K +5,771 New
MIM
518
Morningstar Investment Management
Illinois
$212K -$29.7K -828 -13%
PP
519
PDS Planning
Ohio
$211K -$65.6K -1,827 -24%
DJSG
520
D.J. St. Germain
Massachusetts
$211K +$27.3K +760 +15%
LRWA
521
Long Run Wealth Advisors
New York
$211K +$206K +5,735 New
WS
522
Wedbush Securities
California
$210K -$5.78K -161 -3%
GI
523
GAMCO Investors
Connecticut
$210K +$205K +5,700 New
WTA
524
Washington Trust Advisors
Massachusetts
$209K +$2.26K +63 +1%
KIA
525
Knollwood Investment Advisory
Maryland
$208K +$204K +5,671 New