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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
151
Cerity Partners
New York
$335K +$165K +35,859 +251%
JFG
152
Jefferies Financial Group
New York
$334K +$230K +50,000 New
Vanguard Personalized Indexing Management
153
Vanguard Personalized Indexing Management
California
$333K +$50.5K +10,977 +28%
YCM
154
Yousif Capital Management
Michigan
$329K
S
155
SignatureFD
Georgia
$325K +$32.2K +7,014 +17%
T. Rowe Price Associates
156
T. Rowe Price Associates
Maryland
$312K
DZ Bank
157
DZ Bank
Germany
$308K +$93.3K +20,301 +79%
Prudential Financial
158
Prudential Financial
New Jersey
$306K +$139K +30,317 +196%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$304K +$34.4K +7,481 +20%
AAM
160
Azzad Asset Management
Virginia
$286K +$197K +42,760 New
AWM
161
Avaii Wealth Management
Wisconsin
$285K +$196K +42,671 New
QPBE
162
Quintet Private Bank (Europe)
Luxembourg
$272K -$102K -22,173 -35%
CA
163
Commerzbank Aktiengesellschaft
Germany
$272K -$166K -36,062 -47%
CIC
164
Canal Insurance Company
South Carolina
$267K
CGH
165
Crossmark Global Holdings
Texas
$263K +$1.08K +235 +0.6%
IAS
166
Insigneo Advisory Services
Florida
$257K +$6.2K +1,349 +4%
PFS
167
Prospera Financial Services
Texas
$246K -$597 -130 -0.4%
WWA
168
WCG Wealth Advisors
Nevada
$244K +$168K +36,541 New
NA
169
NewEdge Advisors
Louisiana
$241K +$105K +22,802 +172%
QCG
170
Quadrant Capital Group
Ohio
$239K -$9.8K -2,133 -6%
Lido Advisors
171
Lido Advisors
California
$238K +$46.3K +10,080 +40%
Wealth Enhancement Advisory Services
172
Wealth Enhancement Advisory Services
Minnesota
$233K -$5.65K -1,229 -3%
IIA
173
IPG Investment Advisors
California
$230K +$8.17K +1,777 +5%
VA
174
Vident Advisory
Georgia
$224K -$147K -31,879 -49%
EI
175
Ethic Inc
New York
$221K -$348K -75,717 -61%