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Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$10K
MAM
152
Meeder Asset Management
Ohio
$8K -$693 -26 -8%
SWA
153
Sutton Wealth Advisors
Florida
$7.8K
US Bancorp
154
US Bancorp
Minnesota
$6K +$747 +28 +14%
TWA
155
TCI Wealth Advisors
Arizona
$5K
PFBT
156
Parkside Financial Bank & Trust
Missouri
$5K +$160 +6 +3%
AssetMark Inc
157
AssetMark Inc
California
$4K +$3.89K +146 New
LC
158
Lindbrook Capital
California
$3K
LF
159
Lee Financial
Texas
$3K +$3.12K +117 New
S
160
SignatureFD
Georgia
$2K -$1.76K -66 -52%
GLLW
161
Graves Light Lenhart Wealth
Virginia
$2K +$2.67K +100 New
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$1K -$4.45K -167 -69%
Assenagon Asset Management
163
Assenagon Asset Management
Luxembourg
-$10.7M -406,137 Closed
California Public Employees Retirement System
164
California Public Employees Retirement System
California
-$1.75M -66,800 Closed
SRSA
165
S.R. Schill & Associates
Washington
-$425K -16,189 Closed
HSBC Holdings
166
HSBC Holdings
United Kingdom
-$333K -12,649 Closed
KPWS
167
Kestra Private Wealth Services
Texas
-$276K -10,527 Closed
Man Group
168
Man Group
United Kingdom
-$261K -9,960 Closed
WHG
169
Westwood Holdings Group
Texas
-$248K -9,440 Closed
HighTower Advisors
170
HighTower Advisors
Illinois
-$214K -8,127 Closed
PHK
171
Point72 Hong Kong
Hong Kong
-$66K -2,523 Closed
FMP
172
Financial Management Professionals
Texas
-$11K -404 Closed
FF
173
FourThought Financial
Florida
-$4K -154 Closed
SIS
174
Sound Income Strategies
Florida
-$3.42K -130 Closed
HR
175
Howe & Rusling
New York
-$3K -117 Closed