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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
176
Vanguard Personalized Indexing Management
California
$161K +$26.8K +6,340 +20%
LA
177
LVW Advisors
New York
$160K -$1.11K -262 -0.7%
SGCA
178
Steel Grove Capital Advisors
Tennessee
$158K
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$150K -$32.1K -7,579 -17%
RWB
180
RMR Wealth Builders
New Jersey
$146K +$250 +59 +0.2%
MCM
181
MAI Capital Management
Ohio
$143K -$2.63K -622 -2%
CA
182
Cetera Advisors
Colorado
$142K -$626 -148 -0.4%
NAM
183
NorthCrest Asset Manangement
Minnesota
$141K -$11.4K -2,698 -7%
ADL
184
Asset Dedication LLC
California
$141K -$2.94K -695 -2%
GT
185
Glenmede Trust
Pennsylvania
$138K
QCG
186
Quadrant Capital Group
Ohio
$134K -$56.4K -13,346 -29%
MOS
187
MGO One Seven
Ohio
$133K +$3.48K +824 +3%
Nomura Holdings
188
Nomura Holdings
Japan
$133K +$45.5K +10,751 +50%
DCM
189
Dudley Capital Management
Virginia
$133K
BP
190
Ballentine Partners
Massachusetts
$131K +$16.3K +3,859 +14%
PP
191
PDS Planning
Ohio
$131K +$59K +13,950 +79%
CG
192
Caprock Group
Idaho
$131K +$31.6K +7,483 +31%
KAS
193
Kestra Advisory Services
Texas
$129K -$32.7K -7,740 -20%
AssetMark Inc
194
AssetMark Inc
California
$129K +$31.3K +7,412 +31%
CICI
195
Capital Investment Counsel Inc
North Carolina
$126K +$15.4K +3,650 +14%
PP
196
Patten & Patten
Tennessee
$125K -$127K -30,100 -50%
DI
197
Diligent Investors
California
$125K +$127K +30,000 New
LSAG
198
Lake Street Advisors Group
New Hampshire
$124K -$34.9K -8,259 -22%
API
199
Advisor Partners II
California
$123K -$22.1K -5,218 -15%
AAS
200
Avantax Advisory Services
Texas
$123K -$2.47K -585 -2%