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Name Holding Trade Value Shares
Change
Change in
Stake
GDP
576
Great Diamond Partners
Maine
$875K -$823K -5,190 -51%
Envestnet Portfolio Solutions
577
Envestnet Portfolio Solutions
Illinois
$874K -$1.26M -7,976 -61%
FI
578
Fractal Investments
Connecticut
$874K -$1.69M -10,679 -68%
BFG
579
Bleakley Financial Group
New Jersey
$873K +$33.9K +214 +4%
SS
580
Simplicity Solutions
Minnesota
$873K +$33.9K +214 +4%
CFD
581
Creative Financial Designs
Indiana
$872K +$64.4K +406 +9%
Nomura Holdings
582
Nomura Holdings
Japan
$864K -$201K -1,269 -20%
CWM
583
Cornerstone Wealth Management
Missouri
$857K -$15.1K -95 -2%
AIA
584
Affinity Investment Advisors
California
$857K
ACG
585
Allen Capital Group
Nebraska
$853K -$25.8K -163 -3%
HAG
586
HighPoint Advisor Group
Illinois
$839K +$680K +4,291 New
MCM
587
Monument Capital Management
Virginia
$837K -$44.1K -278 -5%
LSV Asset Management
588
LSV Asset Management
Illinois
$835K -$206K -1,300 -21%
IP
589
Intellectus Partners
California
$830K -$29K -183 -4%
FTDI
590
First Trust Direct Indexing
Massachusetts
$827K +$162K +1,020 +27%
KWM
591
Kingsview Wealth Management
Oregon
$824K -$33.5K -211 -4%
EI
592
Ellevest Inc
New York
$824K +$53.6K +338 +8%
SF
593
Summit Financial
New Jersey
$819K +$2.69K +17 +0.4%
CWA
594
Clearview Wealth Advisors
Oregon
$817K -$8.56K -54 -1%
BL
595
Balentine LLC
Georgia
$814K -$152K -957 -17%
DA
596
Denali Advisors
California
$804K -$15.9K -100 -2%
PE
597
Point72 Europe
United Kingdom
$804K +$732K +4,618 New
3IP
598
3Chopt Investment Partners
Virginia
$800K +$727K +4,584 New
DWA
599
Douglass Winthrop Advisors
New York
$795K -$56K -353 -7%
CWP
600
Concord Wealth Partners
Virginia
$794K +$141K +888 +24%