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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
251
Valeo Financial Advisors
Indiana
$172K +$10.7K +812 +7%
GT
252
Greenleaf Trust
Michigan
$170K +$2.14K +162 +1%
Kovitz Investment Group Partners
253
Kovitz Investment Group Partners
Illinois
$169K -$40K -3,025 -20%
DAS
254
Diversify Advisory Services
Utah
$167K +$150K +11,353 New
IAS
255
Insigneo Advisory Services
Florida
$166K +$155K +11,718 New
WS
256
Wedbush Securities
California
$165K +$154K +11,639 New
SRC
257
Sage Rhino Capital
California
$162K +$1.04K +79 +0.7%
PA
258
Parallel Advisors
California
$161K -$15.7K -1,186 -9%
ERIC
259
Eagle Rock Investment Company
Georgia
$158K +$147K +11,132 New
HH
260
Hilltop Holdings
Texas
$156K +$146K +11,045 New
CH
261
Cromwell Holdings
Wyoming
$155K
AWM
262
Apollon Wealth Management
South Carolina
$154K +$6.79K +514 +5%
OFS
263
OneAscent Financial Services
Alabama
$149K +$141K +10,692 New
CCA
264
Checchi Capital Advisers
California
$148K -$27.3K -2,063 -16%
Grantham, Mayo, Van Otterloo & Co (GMO)
265
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$147K
JIC
266
Johnson Investment Counsel
Ohio
$146K
CIA
267
Concurrent Investment Advisors
Florida
$142K +$133K +10,056 New
PCM
268
Penserra Capital Management
California
$136K +$127K +9,630 New
HNB
269
Huntington National Bank
Ohio
$113K +$23.9K +1,808 +29%
AA
270
Addison Advisors
Vermont
$101K +$463 +35 +0.5%
BGAI
271
Bruce G. Allen Investments
Colorado
$95.1K +$1.85K +140 +2%
AAP
272
Arax Advisory Partners
Colorado
$85.2K +$38K +2,878 +1,003%
AC
273
AlphaCore Capital
California
$73.2K +$68.4K +5,175 New
HI
274
Horizon Investments
North Carolina
$65K +$38.6K +2,917 +166%
GWM
275
Geneos Wealth Management
Colorado
$64.4K -$555 -42 -0.9%